Be the advisor people already trust.
financial ghostwriter & content marketing partner for independent RIAs and solo advisors.
Most advisor content sounds like it was written by a committee, a compliance officer or a chatbot. Often all three. Your clients can tell — and so can the prospects deciding whether to call you back.
I help independent and boutique advisors communicate the way they actually talk: clearly, thoughtfully and in a voice clients recognize as theirs.
i'm jacob schroeder.
You went into this work because you're good at it. Writing about it is a different job. That's where I come in.
I'm a financial ghostwriter and content marketing strategist who's helped independent RIAs and wealth management firms grow through clearer, more human communication. My writing has been featured in national outlets — Kiplinger, MSN, Nasdaq, Yahoo Finance — and readers who want a deeper take on money and meaning find me on my growing finance Substack, The Root of All.
You can count on creative, knowledgeable support to grow your marketing — or sharpen your own writing — at the pace that fits you.
Connect with me on LinkedIn:
ways to work together
THe content toolkit
A monthly library of client-ready content and writing tools designed to help you communicate consistently and strengthen relationships with clients.
-
Client-ready planning essays (SAMPLE)
-
Timely topical newsletter essay
-
Social media hooks, prompts and templates
-
Writing and marketing resources (SAMPLE)
-
Access to the growing content archive
Designed for advisors who want quality content and the tools to develop their own voice.
$199/month
ghostwriting & content Partnership
Work directly with an experienced financial writer to refine your messaging, develop your voice and create content tailored to your firm.
Strategy and distribution included.
Designed for advisors who want hands-on guidance and personalized content support.
Engagements start around $999/month. Scope shapes the price.
Drop a few lines about your firm and what you're working on. I'll reply personally.
why this is different.
Most advisor marketing services promise convenience and deliver generic content used by thousands of firms. AI tools promise speed and deliver writing that sounds exactly like AI tools.
I'm neither. I'm a writer inside this industry, and I write the way a thoughtful advisor would write if they had the time.
What that means in practice:
-
Real writing by a real writer — no templates, no AI mush, no commentary recycled from a content mill.
-
Private to you. Nothing I write for a client appears on anyone else's website or newsletter.
-
Built for independent and boutique RIAs who actually care what their communication sounds like.
-
Designed to make you a better communicator, not more dependent on me. (In fact, I hope Toolkit subscribers eventually cancel — not because the work disappointed them, but because they became the writers they were capable of being all along.)
Simply put, you can't afford to stay silent.
The most cited reason clients leave their advisor: lack of communication.
One of the most common reasons prospects walk away mid-sales process: lack of communication.
Your clients don't need more charts. They need perspective they understand, in a voice they trust.
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 does the ghostwriting and content partnership work?
We begin with a discovery call to understand your practice, clients and communication goals. From there we establish a simple rhythm of a monthly strategy call plus ongoing collaboration on messaging ideas and content. Think of it as adding an experienced financial writer to your team to help shape ideas, refine your voice and keep your client communication strong.
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