Stop stressing about what to write.
Start sending story-driven content that clients actually read.
Client-ready content for solo financial advisors
The Advisor Content Collective subscription gives you monthly client letters, topical messages, social templates and writing tools — all in an authentic, human voice your clients will trust.
what you get:
the monthly content toolkit
Everything you need to communicate more consistently, write better and stand out with a clear, authentic voice.
two client essays
Evergreen, story-driven essays (500–800 words) that explain financial behavior, purpose, transitions, money mindset and planning psychology.
Not market commentary. Not forecasts.
Just clear, meaningful ideas your clients will actually read.
one topical client essay
A timely message tied to the financial calendar or what clients are asking about now.
Calm, reassuring and always rooted in long-term perspective — never hype.
social media mini pack
Eight pieces designed to help you show up consistently:
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5 hooks
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2 templates
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1 story prompt
All of them structured so your posts feel uniquely yours, not copy-and-paste.
advisor notes
Included with every piece, a plain-language breakdown of:
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Why the piece matters
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How to position it
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Who it’s best for
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Easy personalization ideas
Writing & Marketing Resources
Simple guides that help you strengthen your communication: how to write better intros, use stories, personalize letters and build a monthly rhythm that sticks.
No jargon. No formulas. Just tools that make you a clearer, warmer communicator.
monthly insights newsletter
Your toolkit arrives inside a short, educational newsletter that adds value beyond the content itself.
Each month, you’ll get timely tips, examples and practical ideas to strengthen your writing and marketing.
cost:
$199 / month
Cancel anytime. Includes everything in the Monthly Content Toolkit:
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2 client essays
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1 topical update
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8 social hooks / templates / prompts
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Writing & marketing resources
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PLUS: Full access to the growing content archive
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Equivalent to less than the cost of one outsourced writing hour — and far less than the cost of losing a client due to poor communication.
Join the Collective
And start communicating in a way that stands out.
1.
Click 'subscribe now' and complete checkout through Memberful.
2.
Log in and explore the content library.
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Start sharing and writing with more confidence.
why this is different.
Most advisor content platforms promise convenience but deliver canned, forgettable writing.
The Advisor Content Collective is different:
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Written by a real financial writer — not AI and not a copywriting committee.
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Private content, not published anywhere publicly.
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Built for solo and boutique RIAs who want thoughtful communication, not marketing noise.
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Designed to teach, not just supply — every month functions like a mini-writing workshop that steadily sharpens your voice.
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Saves you 10–15 hours every month.
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Gives you a voice your clients recognize: warm, clear, human.
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Strengthens trust, clarity and long-term behavior — the real drivers of client success.
The top reason clients leave an advisor? Lack of communication
The top reason prospects abandon the sales process? Lack of communication.
Your contacts don’t need more charts or forecasts. They need perspective they can understand and a message that feels like you.
Letter from the founder
i hope you cancel
I’m Jacob Schroeder — a financial writer and content strategist. Over the past 20 years, I’ve written for financial advisors and wealth management firms, with work featured in national outlets, including Kiplinger, MSN, Nasdaq, Yahoo Finance and others. I also write the finance Substack, The Root of All.
One pattern became clear along the way: most advisors want to communicate consistently, but they don’t always have the time, confidence or structure to write. And they definitely don’t want generic, canned content that sounds nothing like them.
That’s why I created The Advisor Content Collective: a place where advisors can receive high-quality, story-driven client content every month, written in a clear, creative and human voice. No stale market commentary. No AI mush. No templates everyone is copying.
Just thoughtful writing that helps your clients stay informed, grounded and connected to their plan — while quietly strengthening your own voice along the way.
In fact, I hope you subscribe — and eventually cancel. Not because you dislike the work, but because the toolkit helped you become the stronger, more confident writer and communicator you were capable of all along.
faq
who is the advisor Content Collective ideal for?
Solo advisors, boutique RIAs and planners who want to communicate consistently without spending hours writing each month — as well as those who want to sharpen their own writing and build better content with a little guidance.
How do I access the content?
You’ll access all content through your Memberful member portal, where everything is stored securely and organized in one place. Each month, we’ll email you links to the latest content, and you’ll always have access to the full library while your membership is active.
how do i use the content provided?
You can send the pieces to clients or prospects in your own newsletter, as standalone emails or as part of your regular client communications.
Can I personalize the content?
Yes — and you should. Every piece includes Advisor Notes with optional intros and personalization prompts.
Do you publish this content anywhere else?
No. All content is private to members and never publicly posted.
What happens if I cancel?
You can cancel anytime. You’ll retain access through the end of your billing cycle. After that, your access to the content library is removed.
Can I edit the content to fit compliance requirements?
Absolutely. Everything is designed to be easily adaptable for your firm’s compliance workflow.
"Good writing is clear thinking made visible."
T.A.C.C. Motto