The Financial Communicator

Wealth advisors want business development strategies to help them grow their practices while retaining current clients. I provided editorial content strategy and writing for that purpose for an esteemed investment bank that partners with wealth managers to offer its investment products to their investors.

This banking consultancy needed to convince banking leaders of the importance of credit risk mitigation training for bank employees. I helped them create editorial content covering specific risk management pain points leaders faced. It showed readers how the consultancy's corporate training programs addressed and reduced mistakes that lead to client distrust and government sanctions. It also showed leaders to collaborate to create a risk mitigation culture.

This client required editorial content that fit its business goal to regain traction against disruptive competitors to its nearly 120-year-old association. The editorial content strategy and editorial content I assisting them in creating helped lead to their achieving that goal.

With its aging membership, the Episcopal Diocese of Atlanta struggled with attracting younger members. It recognized its need to transition to a fully digital presence, but did not know where to start. The venerable then-106-year-old, 56,000-member church with 109 worshipping communities engaged me to conduct a communications assessment. I provided them a report that became the blueprint for their digital transformation strategy, and it included a strategy for change communications program.

Every year, the Junior League of Atlanta, where I was once a member, gives its annual Tour of Kitchens fundraiser. With me co-leading the digital strategy team the year I was there for the fundraiser, JLA raised more money with the event than it had in its 17 year history. Here is what we did.