From short list to signed lease, take more control of the end-to-end leasing process with JLL's LeasingOS. With transaction management, portfolio management and workplace analytics in one innovative tool, we're delivering faster results and clear…

Every month, I was in charge of copy & creative direction for the Free Retirement Review offered on Ric Edelman's radio show. This one helped bring in $48 million in net new client assets in 2021, during the pandemic.

High net worth investors evaluate many financial advisors before hiring a new one. Often, they settle on the first one they feel comfortable with. If there was a delay before the initial appointment, EFE would send a gift to maintain interest.

Various concepts to re-engage mass affluent investor prospects to give Edelman Financial Engines another look.

A roundup for Constant Contact's key global markets about how small businesses can leverage holidays and observances to create more outreach and revenue.

When EFE won Oracle's 401(k) advice business from a larger rival, I helped pull out al the stops for a launch campaign that included direct mail, email, and Slack channel messaging

Diplomat-level peacekeeping between sales, product and marketing. Get the B2B growth marketing firepower you need at every stage of your business. It’ll be fun. Promise.

Technical whitepaper/lead gen magnet for a startup that systematized data warehousing for fast casual restaurants with several locations. Most of these companies build their own, but there are many inherent pitfalls in this approach.

Conversion test landing page for a West Coast auto insurer. Boosted response by more than 60%

Lead-gen landing page to help a national wealth manager reach federal employees in need of objective advice about their government buyout offers.

Lead-gen registration page for a national wealth manager.

Service page I wrote for UHNW investors looking to exit their businesses.

General stakeholder and content creator guide and operating principles.

The basic voice, tone and messaging tenets for a small startup that moves fast: just the most critical need-to-know pillars and platform copy.

Urban Market Investments was founded to uplift low-income communities in the Kansas City area. They provide business loans, microfinancing, and more.

This copy (USP, FAQ, client examples) was written for a wealth manager that merged with another firm in 2018.

Whitepaper arguing for bringing user research into a project timeline earlier (the left) to build more successful products, quickly, less expensively, and with a higher probability of customer adoption.

Whitepaper targeting UX researchers and designers and product managers on how to bring democratization of research to their companies, thereby empowering more people to do responsible user research on lower-priority projects.

Small businesses sometimes need a little help or extra inspiration to effectively reach out to their customers. This post helps them use the calendar for creative ways to get attention and sales.

A guide for high net worth investors of things to consider when hiring or switching wealth managers.