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Institutional Insights and Executive Byline Development

The client work below represent institutional insights and executive byline development produced for major wealth management, private banking, and financial services brands. They include research-driven white papers, my bylined institutional insights, and confidential executive bylines developed to position senior leaders and their institutions as credible, authoritative voices in the wealth management sector.

This work is built for multi-stakeholder review environments, where institutional claims, advisor value, and proof must stay aligned across teams and approval layers.

It is produced at the intersection of long-form journalism discipline, institutional financial fluency, and nearly three decades of narrative strategy practice. Each piece is constructed to carry the weight of the institutional context it serves—accurate enough to withstand peer and regulatory scrutiny, and precise enough to advance the strategic positioning of the leader or institution it represents.

If you are a senior leader in wealth management or private banking who requires thought leadership of this caliber, contact me directly to get started.

Tima Miroshnichenko on Pexels
Northern Trust Flexshares ETFs •

White Paper: Reaching Executive Women- An Overlooked — and Growing — Investor Segment

High net worth and ultra-high net worth executive women often get overlooked by wealth management advisors as viable clients. But, this multi-trillion dollar market is a growing—and lucrative—investor segment. From this white paper, advisors learn why this important investor segment has value to them and how to reach this market. [Co-authored with client.]

(Inclusion of this writing sample in my portfolio does not represent an endorsement of me or my work by FlexShares or Northern Trust.)
Gustavo Fring on Pexels
New York Life Investments •

Playbook: Customize your clients' ESG experience

Increasingly, investors are interested in aligning their investment portfolios around their environmental, social, and governance (ESG) values. Savvy financial professionals are taking essential steps to identify their clients' interests and values to help them meet their investing goals. This research-backed eBook shows financial professionals how to provide customized client experiences that meet their ESG investing requirements.
Northern Trust Flexshares ETFs •

Using ESG as a Core Investment Option

We believe that one of the biggest challenges financial advisors often face with ETF investors is the latter's belief that ESG investing only needs to be a small part of their portfolios. Often, they're unconvinced that ESG is an optimal core option, preferring other more “traditional" choices. [In this blog post that I pitched to FlexShares, I tell wealth advisors how to educate their ETF investor clients on the importance of using ESG as part of their core investment strategy. When I wrote this in 2016, there wasn't such a deep understanding of ESG as there is today, so my thinking and writing about the subject were still innovative.]
Northern Trust Flexshares ETFs •

How to Effectively Educate Your Bigger is Better Clients About the FlexShares ETF Difference

We believe FlexShares ETFs beneficial investor offerings include our growing innovative fund product lineup. Partnering with seasoned index investment professionals using quantitative research, our alternatively weighted indices and mixed asset classes provide investors with funds that help meet a variety of investor financial goals. But for many investors, their most objective measure is quantitative—size. [This blog post, which I pitched and wrote for FlexShares, shows financial advisors how to educate clients on choosing measures other than size when evaluating ETF providers like FlexShares. When I wrote this 2016, there wasn't such a wide understanding of ESG as there is today, so my thinking and writing about the subject were still original.]
Northern Trust Flexshares ETFs •

ESG and Social Labor Considerations

We believe that many of today's investors are seeking investments that put their hard-earned dollars into ETF portfolios that reflect their convictions about important social issues. They connect most with brands that apply ESG — or environmental, social, and governance considerations — in their daily operations. [This blog post pitched and written by me for FlexShares helps financial advisors inform clients how choosing ETFs that focus on ESG, particularly social labor considerations, align with their core value. When I wrote this 2016, there wasn't such a broad understanding of ESG as there is today, so my thinking and writing about the subject were still novel.]
eMoney Advisor •

Perfecting Your Client Service Model

The client’s experience is more important than ever. It’s vital during times of disruption to retain clients, and it’s imperative for the future of your business as technology gives firms fresh capacity to engage and delight clients. Research by eMoney isolated a group of firms that offered exceptional client experiences and found that they saw impressive results over the past five years. Learn more about how perfecting their client services model leads to this outcome. [Ghostwritten blog post.]
eMoney Advisor •

The Elements of Exceptional Client Service

Research from Cerulli shows client satisfaction is higher than ever—80 percent of investors are satisfied with their current advisor, while only one percent are dissatisfied. Yet, the exceptional client service bar is getting raised continually for financial professionals. Investors are pursing personalized advice more regularly since the pandemic began, and desire honesty and dependability from financial planners. Here's what clients expect from financial planners now. [This is a ghostwritten blog post.]
eMoney Advisor •

How a Crisis Accelerates the Need for Holistic Planning and Education for Clients

'A few months ago, I would have given a different answer to the question, “What do you see influencing the future of advice in the next 5 to 10 years?” But the coronavirus pandemic has permanently shifted priorities for most people, including investors and financial professionals.' Here's how a crisis makes more holistic planning and education for clients essential. [This is a *ghostwritten* blog post based on an interview transcript between Mr. Pirker and eMoney Advisor.]
eMoney Advisor •

The Importance of Data Aggregation Tools in a Virtual Work Environment

The pandemic has propelled us into a virtual-first world, accelerating the need for firms to move to fully digitized operations. Research by Celent shows that as your clients commit to staying at home, they expect your digital technology to be exceptional. Despite your staff staying home, too, clients expect seamless onboarding and remote communication to get prioritized. This ghostwritten blog post shows financial professionals how to enhance technology to suit client needs in a remote work environment. [Ghostwritten blog post.]
eMoney Advisor •

How to Manage Money in Marriage

Consider these statistics on marriage and money. In a 2013 survey by the National Center for Biotechnology Information, almost 36% of couples cited financial problems as the reason for their divorce, making money the fifth leading cause of divorce in the study. The same year, in an Institute for Divorce Financial Analysts study, 22% of advisors said financial difficulties were a root cause of divorce among their clients. Here's how to talk to clients—and get them talking about—money in marriage. (This project required turning a podcast transcript into a blog post.)
eMoney Advisor •

Resolving to Set Financial Goals

Every new year, 51% of Americans resolve to get their finances in order. But, like all New Year’s resolutions, making them is only the first step. It’s not enough for clients to say what they want to do financially—they have to know what steps to take to achieve those goals. In this episode, get insights into how to help clients reach their financial goals no matter what time of year it is. (This project required turning a podcast transcript into a blog post.)
eMoney Advisor •

Bridging the Gap Between Finance & Technology

The COVID-19 pandemic has brought with it trying economic times for clients and their advisors. Like during the Financial Crisis of 2007-2009, clients are rethinking their money decisions, monitoring their investments, and rebalancing their portfolios to weather the current economic storm. Clients now depend widely on technology to reassess their financial positions and goals. Here's what opportunities that presents advisors. (This project required turning a podcast transcript into a blog post.)
eMoney Advisor •

The Head, Heart and Hand of Financial Advice

In recent years, advisors have learned that there’s a strong connection between the head, the heart, and the hand when providing financial guidance. eMoney’s Heart of Advice Study identified ways the most successful advisors are using these concepts to deliver a great client experience. Getting to the core of what matters to your clients requires the right knowledge, technology, and personal connection. Here's how. (This project required turning a podcast transcript into a blog post.)
eMoney Advisor •

How Financial Account Aggregation Leads to Firm Growth

The pandemic has propelled us into a virtual-first world, accelerating the need for firms to move to fully digitized operations. Research by Celent shows that as your clients commit to staying at home, they expect your digital technology to be exceptional. Despite your staff staying home, too, clients expect seamless onboarding and remote communication to get prioritized. This ghostwritten blog post shows financial professionals how to enhance technology to suit client needs in a remote work environment. [Ghostwritten blog post.]
eMoney Advisor •

How Retirement Advisors Can Prove Their Value to Plan Sponsors

The Tenth Fidelity® Plan Sponsor Attitudes Study, released in 2019, found that an all-time high of 93 percent of sponsors work with advisors, but that what sponsors want from a retirement advisor is changing. That’s because retirement is just one aspect of an employee’s overall financial health picture. This ghostwritten blog post shows advisors some other ways they can differentiate themselves to provide the support plan sponsors now expect advisors from them. [Ghostwritten blog post.]
eMoney Advisor •

Why Is Talking About Money So Difficult?

Americans famously brag about how they hate to discuss money. In fact, they’d rather talk about anything other than money, including politics and marriage problems. Surveys show conversations about money are widely considered taboo in America. This blog post summarizes the discussion with guests on this subject in the first episode of eMoney Advisor's 'That Makes Cents' podcast. (This project required turning a podcast transcript into a blog post.)
eMoney Advisor •

Accounting for Longevity in Retirement Planning

This post covers longevity as the focus of financial planning, and what today's clients want from advisors at different ages and life stages. That's no longer just retirement planning alone. Your clients are considering much more than what they’ll need to discontinue income-producing work and live comfortably. As people increasing live beyond 100, they're focused on shifting gears later in life and funding a new life direction. How can you help? [Ghostwritten blog post.]
eMoney Advisor •

The 7-step Financial Planning Process: A Guide for Compliance

The CFP Board’s new Code of Ethics and Standards of Conduct went into effect on October 1, 2019. This comprehensive update to the Practice Standards, the most recent to address the delivery of financial planning services since 2007, focuses on ethical responsibilities in developing, presenting, and implementing recommendations.

CFP® professionals and advisory firms must understand how to comply with the revised standards, and this post shows you how. [Ghostwritten blog post.]
eMoney Advisor •

How to Create the Foundation of Your Digital Marketing Efforts

Today’s financial planner faces multiple challenges in business development, especially when just getting started with digital marketing techniques. There are numerous digital channels that financial professionals can leverage to connect with prospective clients like never before, and create growth for their firm. Oftentimes, the key to success in any digital marketing initiative is taking a unified approach. This ghostwritten blog post shows financial planners the basics of digital marketing planning. [Ghostwritten blog post.]
New York Life Investments •

5 Keys to Mastering Client Communication and Building Better Relationships with Women Investors

Today’s women investors demand communication strategies customized to their needs. According to research from New York Life Investments (NYLI), 62% of women believe they have unique investment needs and challenges, and more than a third said it's extremely important that advisors meet them on their terms. Use these five keys to mastering client communication to help you build better relationships with women investors.
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