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Sample of the types of articles I wrote for Edelman Financial Services.

Each month, a marketing report was distributed to address the amazing results our marketing efforts produced. This is one such report.

Edelman Financial Services merged with Financial Engines in 2019. Edelman's You Tube channel was removed last year.

Road Trip Seminar... Successfully navigating your journey to retirement. Nationwide campaign for live seminars held at various locations throughout the coun...

Sample of the weekly newsletter I wrote, with the VP Brand/Creative Services. It linkes to articles, podcasts, webinars, seminars that also wrote all the pro...

Each week, I worked with the VP Brand/Creative Services to create the eNewsletter. It provided links to articles, on-demand webinars, seminars, podcasts, and...

I wrote the weekly eNewsletter for Edelman Financial, which links to articles, radio podcast and ads that I also wrote.

A sample from an email campaign to extensive list to click on the link for a special report on the importance of B Vitamins.  The CTA included a phone numbe...

I wrote various pieces for FDANews to promote books, webinars, workshops, etc. Audiences: Clinical, pharmaceutical + medical device industries Purpose: To ...

This is an article about the imminent merger between Edelman Financial Services, a $21.7B firm, and Financial Engines, a $169B firm. (Combined AUM today is $...

Foreclosure War Campaign: Crazy successful direct mail campaign to show homeowners how to prevent foreclosure. First send: This envelope + letter + audio CD...

I worked with KeyGlee's franchising effort that included blogs, along with every other asset to include web content, copy for funnels, email campaigns, newsl...

A LP for a Free Retirement Review, which was the destination for various assets to drive traffic here and to request an appointment with an Edelman Certified...

Part of an integrated campaign, offering a free retirement review. The entire 6-month campaign was extremely successful. It produced 4,805 leads, 154 new cl...

Six-month campaign produced 4,805 leads, 154 new clients (ave AUM $435M), for a total of $67M additional AUM for the firm.

Part of the 360 FRR Lifestyle Campaign, these are some digital display ads that ran on Google and elsewhere.

The first email in a series, sent to prospective clients. The 'Free Retirement Review' 360 campaign used an aspirational, lifestyle strategy. We thought tha...

During the 6-month, 360 campaign to promote the 'Free Retirement Review.' even some print ads were used in various prestigious publications, whose readership...

This is a radio spot I wrote to be voiced by the newscaster at WTOP Radio in Washington, DC. It's promoting Edelman Financial Services' Free Retirement Revi...

I was responsible for the concepts and copy for these two radio spots for Ric Edelman to voice on his popular radio show... 'Second Opinion' and 'Financial W...