I have a wide range of financial planning, investment, and insurance experience and can take complex topics and present them in basic easy to understand terms.
I work with financial institutions, financial advisors, insurance agents, newsletter publishers, and financial marketing firms.
Potential projects include:
- Social media marketing
- Press releases
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Newsletters for clients, prospects, and employees
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Bonus reports
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White papers
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Web site content development
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Case studies
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Seminar design
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Online course development and instruction