Financial Copywriter
Direct-response copy for financial services, investing, and trading brands.
Financial Copy That Converts and Complies
Financial copywriting demands a unique combination of persuasion skill and regulatory awareness. Having written for Fortune 500 financial brands including Morgan Stanley and Citibank, I understand how to craft compelling financial offers that respect compliance boundaries. Whether you are selling a trading newsletter, an investment course, a financial advisory service, or an insurance product, the copy needs to be aggressive enough to convert while careful enough to stay within SEC, FINRA, and FTC regulations.
Fortune 500 Financial Foundations
My financial copywriting experience spans the full spectrum — from institutional marketing for major Wall Street banks to direct-response campaigns for independent financial publishers. Writing for Morgan Stanley taught me how to communicate with sophisticated, high-net-worth audiences. Writing for Citibank taught me how to drive response at scale within tight compliance frameworks. This range gives me a unique perspective: I can write with the credibility and authority of a Wall Street brand while employing the conversion techniques that drive direct-response results.
Understanding the Financial Buyer
Financial prospects are the most skeptical audience in direct response. They have heard every claim, seen every chart pattern, and been burned by enough bad advice to develop strong defenses against marketing. My copy cuts through that skepticism by leading with credibility, demonstrating genuine expertise, and making offers that feel like opportunities rather than pitches. The key is building trust first — then presenting the offer as the logical next step for someone who has already decided to take action.
Long-Form Financial Promotions
Long-form financial promotions — the kind published by Agora, Stansberry, and similar publishers — are one of my specialties. These 5,000 to 10,000+ word pieces require deep research, sophisticated narrative construction, and an ability to maintain reader engagement across a lengthy persuasion sequence. I bring the same research-driven, AI-enhanced process to financial promotions that I use across all my work, resulting in promotions that are both deeply researched and strategically compelling.
AI-Enhanced Financial Research
Financial copywriting requires more research than almost any other niche. I use AI tools to analyze market trends, track competitor positioning, identify the specific fears and desires driving financial buyers right now, and monitor the regulatory landscape before writing a single word. This compressed research process means your promotion launches faster — without sacrificing the depth of insight that makes financial copy convert.
What You Get
Every deliverable is built on proven direct-response frameworks — not templates.
Long-Form Promotions
Agora-style financial promotions that convert sophisticated buyers.
VSL & TSL Scripts
Video and text sales letters for financial products and newsletters.
Email Sequences
Launch and nurture sequences for financial subscriber lists.
Landing Pages
High-converting pages for newsletter sign-ups and lead generation.
Ad Copy
Compliant ad copy for Facebook, Google, and native platforms.
Webinar Scripts
Presentation scripts for financial education and offer delivery.
Ready to scale your financial campaigns?
Book a free strategy call to discuss your project.
What Clients Say
You are our secret weapon. Keep your diary clear, please!
Rob is amazing. He got right to the crux of my copy problem.
Just reviewed the script...great work! Edits are minimal.
Your copy is outstanding. Pure gold...this offer will surely be top thanks to you!
Relevant Work Samples
Examples from my portfolio in this space.
Services for Your Industry
I offer a full range of direct-response copywriting services tailored to your niche.
Frequently Asked Questions
I have written for investment newsletters, trading education courses, financial advisory services, insurance products, credit services, and institutional financial brands including Morgan Stanley and Citibank. Each vertical requires different compliance awareness and persuasion angles.
Yes. While I always recommend legal review, I have extensive experience writing financial copy that meets SEC, FINRA, and FTC guidelines. I understand required disclaimers, the boundaries of performance claims, and how to write persuasively within regulatory constraints.
Absolutely. Long-form financial promotions — the kind published by Agora, Stansberry, and similar publishers — are one of my specialties. These require deep research, sophisticated narrative construction, and an ability to maintain reader engagement across 5,000-10,000+ words.
I use required disclaimers, avoid guaranteed returns, and focus on the educational value and strategic insights of the product rather than specific income promises. I build the case through logic, track record, and social proof rather than unsubstantiated performance claims.
I have written direct-response campaigns for Morgan Stanley and Citibank, among other major financial institutions. These engagements taught me how to write with institutional credibility while still driving measurable response — a combination that few copywriters can deliver.
Yes, I write for crypto, forex, and trading platforms. These niches have especially strict compliance requirements and skeptical audiences, which makes strong direct-response fundamentals even more critical. I focus on education-led angles that build trust before presenting the offer.