meet the founder
Email Newsletters That Win Million-Dollar Clients
How effective is your email strategy? Take 60 seconds to discover your Email Success Score and unlock proven tactics that turn subscribers into high-value clients.
your most underrated tool
Is Your Email Strategy Invisible to Ideal Clients?
While other advisors earn $1 billion in new AUM through email marketing, most financial professionals struggle with campaigns that go unnoticed.With 72% of clients preferring advice through email, your newsletter should be your most powerful client acquisition tool.
missed opportunity?
The Hidden Cost of
Weak Emails
Every ineffective newsletter represents missed opportunities with HNWIs.Financial advisors report frustration with low engagement, inconsistent results, and the overwhelming task of creating compelling content week after week.The real question isn't whether you should send emails—it's whether your current approach is worth your time.
time to get personal
Email Marketing That Moves Money
WealthWriter combines industry expertise with AI-powered content creation to deliver newsletters your clients actually open, read, and respond to.No more generic content or missed opportunities. Just strategic email marketing designed specifically for financial professionals who serve affluent clients.See our approach in action. Join the WealthWriter newsletter for exclusive insights.
get results
Your Path to Email Excellence
The journey starts with understanding where you stand. Our Email Success Scorecard analyzes your current approach across 20 key metrics and provides immediate insights.In just 3 minutes, you'll discover exactly where your strategy excels and where opportunities exist to engage more prospects.
the little things add up
What Elite Advisors Know About Email Marketing
Top-performing financial advisors leverage email marketing to achieve a remarkable 4400% ROI—that's $44 for every $1 invested.The understand the secret of personalized content that speaks directly to client needs. The difference between average and exceptional is smaller than you think.
stop missing out
The Cost of Waiting
Every month without an optimized email strategy means potential clients choosing your competitors.
With 90% of clients stating that communication quality influences their decision to stay and refer, can you afford to delay improving your most scalable client touchpoint?
meet the founder
From Nightlife Promotion to Newsletter Marketing
My journey to WealthWriter began with an unlikely start—designing graphics and email recaps for nightlife events. That creative foundation evolved through professional writing certifications as a government analyst, then powered marketing for my own juice bar venture, Good Part & Co.This success led to a partnership with Johns Hopkins University, where my email marketing strategies helped generate $720K in revenue in just 21 months.When three of my closest friends from high school—employees at Ernst & Young and Citibank—all reached out for help with their financial services marketing within the same month, WealthWriter was born.The WealthWriter Approach:
Our WealthWriter Story Method transforms advisor emails through:- StoryCraft™: Authority-building narratives that create emotional connections- PersonaPrecision™: Advanced segmentation for perfectly-timed, relevant content- TrustTriggers™: Consistently professional yet personable communication- DataDriven Dialogue™: Insights from every interaction to continuously improve resultsI believe in creating financial freedom and lifestyle autonomy—for advisors, their clients, and every emerging investor they serve.
