Among our current and past clients are:


– Behavioral finance “white papers” for individual investors

BAI (Bank Administration Institute and BAI Center)

– Website updates for training seminars, annual industry conference promotion on site and social media, and newsletter subscription promotion

Bank of America Merrill Lynch

– Thought leadership content development for institutional retirement clients and retirement plan participant newsletter

Bank of America Global Institutional Consulting

– Content creation for Website redesign

Boston Private Bank

– Newsletter content for private banking and investing clients

Mantell Retirement Consulting

– Retirement income content in all media for advisors and consumers

Meredith Xcelerated Marketing (MXM)

– Content for Merrill Edge investor articles, topic papers, landing pages, videos, slide shows, webinars and webcasts

Sun Life Financial

– Print and online retirement, annuity, and group life, health and disability content; marketing communication and sales promotion packages for advisors and retail investors

Strategic Advisors, Inc.

– Thought leadership content for managed account clients


– Retirement seminar and marketing content for advisors

Wells Fargo

– Advisor and consumer education on retirement investing, medicare and social security


– Ghost writing for personal blogs on business process improvement