Quarterly market commentary

Client: LIncoln Investment

Audience: Individual investors (B2C)

Quarterly financial market commentary for financial advisors to reviews and share with clients.

Download a sample (pdf).

Scriptwriting: Investment strategy video

Client: Potomac Fund Management

Audience: Financial advisors (B2B) and individual investors (B2C)

Video script development to explain five investment advisory strategies to an audience of financial advisors and clients.

Play video for Potomac's flagship strategy, Navigrowth.

Direct marketing campaign: Life insurance

Client: Nationwide Financial

Audience: Individual investors (B2C)

Direct mail to existing insurance policyholders to promote the need for broader financial protection through life insurance. The campaign targeted individual investors in different age demographics (35-50 and 50-65).

Download a sample (pdf).

Investment strategy sales idea

Client: Potomac Fund Management

Audience: Financial advisors (B2B)

Copywriting and design for this sales idea to help financial advisors explain the mechanics and benefits of Potomac's long-short investment strategy to clients.

Download a sample (pdf).

Thought leadership: Health care costs in retirement

Client: Nationwide Financial

Audience: Financial advisors (B2B) and individual clients/investors (B2C)

Copywriting for thought leadership campaign, including educational collateral, presentations and seminar materials, email and direct mail marketing.

Download a sample of client education collateral.