Complete Copy Strategy
for Financial Professionals
I help financial advisors gain loyal clients through heavily researched copy with an emphasis on the user experience.
I’m a Financial Copywriter Who Will Increase Your Conversions in 2023.
You’re a financial coach with clients who come to you to
maximize their earnings, increase their savings, get out of debt,
and revamp their financial mindset.
You’re an expert for your clients.
You’ve built your business from the ground up.
You have a website and an established client base.
Your mission is to help people with their finances.
The downside is that your work comes with stress and long working hours.
You also want to reach out to potential clients regularly.
As a business owner, there’s so much on your plate other than your clients’ finances.
There is a difference between helping people with their financial lives and finding people to help.
You’re the expert at the former and I’m the expert at the latter.
In today’s world, finding new clients requires you to stand out among the fray.
It requires a robust online presence.
The written word is the link between your financial offerings
and your ideal client.
That’s where I come in.
Hey! I’m Nancy. I’m a Word Nerd.
And I love talking money.
You’re a money nerd. It’s a match made in heaven.
Our objectives are the same—drive up the number of people taking advantage of your financial expertise, advisement and coaching through compelling copy.
I create the copy that brings you new clients. You don’t have to worry about that aspect of your business anymore.
You do you. I’ll do the writing.
Then, we can both sit back and watch your schedule fill up.
Maybe even have a waiting list.
Click the button below to jump to the services section.
Get a Free Website Audit
Connect with Nancy for a complimentary, complete website audit.
Nancy’s website audits evaluate:
SEO strategy
Long-tail keyword ranking
Site loading speed
Mobile-friendliness
CTAs (calls to action)
UX (user-friendly aspects)
Site Security
Google Ranking
Blog Post Frequency
Opt-ins / Lead magnet quality
Click the Button Below to Get Your
Free Website Audit.
Let’s Find Your Ideal Clients.
Let’s face it. Finances can be confusing to many people. My specialty is in taking all that jargon and transforming it into concise, down-to-earth website copy.
Your coaching clients will understand your value without being bogged down in financial terms.
My job is to bring you the right clients who feel confident putting their faith in a financial coach. My number one goal is to make that financial coach you.
Your financial expertise coupled with my persuasive writing expertise is the perfect pairing.
I’m here to save you time.
The time that you would’ve spent staring at a blank screen trying to think of just the right words to bring in new faces.
My financial emails are courteous visitors to your client’s inbox. Inboxes are your client’s territory. You’ve been invited there and I make sure you’re a gracious guest.
My emails respect the space taken in an inbox.
My user-focused web copy is where I make you shine and highlight the value you bring to your prospects.
I make you the hero of their financial journey.
And they’ll feel confident that they’ve made the right decision by picking your business to lead their way.
Why Work with a User Experience-Focused Copywriter?
Today’s website visitors want an effortless experience. Or they’ll move on. In less than 20 seconds.
User Experience copywriting is all about turning visitors into clients. User Experience copywriters recognize that without a happy, positive, easy experience with your brand, there is no business taking place.
Visitors to your website and readers of your emails want to know EXACTLY what the purpose is. What are they being asked to buy? Why is it better than the alternatives?
What button are they being asked to push? And what will happen when they do?
Without a user experience copywriter writing your copy, you could see leads walk away, frustrated.
Or worse, run.
User Experience copywriting…
keeps readers opening your emails
keeps visitors on your website
leaves no questions unanswered
focuses attention
is respectful
is informative
is easy to understand
User friendly content is inching above every other factor in determining whether website visitors take the call to action.
I stand apart from other copywriters because I analyze your current marketing strategy, and your costs, and determine the next steps to solve whatever conversion problems you’re facing.
Why Work with Me?
Here is what you get when you work with me:
deliverables on time
search engine optimization
user-focused copy
professionally edited copy
2 rounds of revisions
thorough market research
audit of your website for SEO and keyword effectiveness
complete package of recommendations to help you achieve your goals
We’re on the same page.
We have the same goals: fill your schedule, and save you time.
I’m Featured as 1 of 11 Copywriters On
There, I talk about some of my favorite copywriting legends and the most important lesson I’ve learned in the art and science of copywriting. Click the button below to read my interview.
“Nancy is an articulate communicator with a strong dedication to mastering her craft as a copywriter. Financial services and insurance is extremely competitive and it’s rare to find someone who chooses this as their niche. Nancy is highly knowledgeable and talented and I highly recommend her services! ”
Services
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Email List TLC
Starts at $1,000 per month
You have a robust email list but it’s not converting as you’d hoped. A good ROI from your email list takes TLC. I write daily emails to your list with strong, clear CTAs. A principle of influence is liking. So building a consistent connection to your prospects via email is the best way to connect and grow those relationships. It pays off—even if down the road!
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SEO Blogs
Starts at $600
Businesses with regularly updated blogs produce an average of 67% more leads per month than businesses without. A regularly maintained blog builds your authority and makes Google happy, too. Click here to read a blog I wrote for a leadership management company. Let’s do this!
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Website Pages
Starts at $600
I write search engine optimized web pages to get you ranked higher in Google for financial keywords. I write home page copy, about us copy, FAQ, and others. The best way to be found in today’s (digital) world is to have a strong online presence. My web page copy gets you there.
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Landing Pages
Starts at $500
I write conversion-focused sales pages that speak directly to what your clients are looking for. They are easy to read and navigate and help the reader determine if your financial services are just right for them. I include a strong CTA that inspires action by your prospective clients.
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Lead Magnets
Starts at $500
The first principle of persuasion is reciprocity. What does that mean for you as a financial business owner? It means that in order to grow your following, you need to provide something of value. Leads give you their email addresses and you give them something of value as a thank you. Could be an eBook, a guide or a checklist.
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Email Sequences
Starts at $500
Reach out to your email list on a regular basis with sequences that provide valuable money-related content. I can give you the reputation of being a gracious visitor in readers’ inboxes by providing useful content relevant to today’s financial world and in keeping with your brand.
V.I.P. Offers
Choose a Done-For-You V.I.P. offer to elevate your business with little hassle.
Website-Copy-In-10-Days
You’ve got all your ducks in a row. You’ve got your services detailed. You’ve got your pricing laid out. You know your offers inside and out. You’ve bought your domain name and website platform. You’ve done everything—except write your website. And you’re ready to get up and running. You’re just right for the Website-Copy-In-10-Days Package.
Give me ten days and I’ll give you a complete website copy package including:
Home page copy $500
About page copy $400
Services / Products copy $200
Seach Engine Optimized FAQ page copy $400
Opt-in page copy $200
Price: $1700
Package Price: $1400
Savings: $300
Complete-Website-Overhaul
Your website is the face of your company. It’s like the front door to your business. Let’s make sure it’s targeting your ideal clients and drawing them in further and further. The main purpose of your website is to gather loyal customers by collecting their digits (email addresses). So let’s ensure yours is optimized to be found easily in Google search and is welcoming to your visitors. Here’s what you’ll get:
Brand Voice Guide $600
Clearly outline your ideal clients
Refresh your brand’s vision, values, and goals
Define your brand’s voice and style
This guide will be a living, breathing document for you to refer to with each marketing decision you make going forward
Five Pages of Web Copy $400 per page ($2000 total)
Compelling Calls to Action so your reader engages
Search Engine Optimization to raise your authority in Google
Heavily researched so your web pages speak to your ideal clients
2 rounds of edits so we get it just right
Price: $2600
Package Price: $2300
Savings: $300
“Nancy was intentional from the start of her review process of my website. I wasn’t entirely sure what I fully needed to complete the process, but she knew. Nancy asked intentional, relative questions throughout her process and made herself very aware of the services I offer and details of how I operate my business. She was excellent in her communication and made several additional suggestions for formatting and layout, even branding! I would recommend using Nancy for your copywriting opportunities without any hesitation. She went above and beyond any expectations I had and she completely nailed this project. Nancy is phenomenal at what she does and I feel priviliged to have worked with her.”
Book Me to Speak at Your Next Event
I speak on the following topics:
THE FIRST 5 SECONDS: the power of powerful headlines & subject lines in marketing materials
CREATIVITY IS YOUR FRIEND: how to spark your own creativity when writing marketing materials
COMPONENTS OF AN EFFECTIVE SALES LETTER: a deep dive into how to assemble an irresistible piece of copy
HOW TO RANK HIGHER IN GOOGLE: Even without regularly updated blogs
EMAIL MARKETING TIPS: how to optimize your email list for top conversion rates
BLOGS FOR THE WIN: using blogs to increase your authority in your industry and Google’s eyes
I’ve spent the past year as a student and writer of sales copy. I’ve written blogs, web content, and emails for previous clients. Writing has been in my bones since childhood. I love talking strategy and copy with business owners. I’m available to give 20 minutes, 40 minutes, or one-hour talks to your audience to help them level up their marketing strategy in their own businesses and help refer new clients to you, at the same time.
When I speak at your event, you can tell your invitees that:
I’ve written copy assets in the finance, personal development, self-defense and leadership industries
I used to work in the MIT Sloan School of Management Marketing Department tracking the online reputation of the faculty and students
I’ve lived in 5 states during my adulthood
I’m trained as an elementary-level teacher, so I’m comfortable speaking in front of an audience
My passions are writing sales copy, teaching copywriting skills, and going to see movies and plays
Click on the button below to discuss your speaking engagement.
Let’s Connect and Amp up Your Business.
Together we can talk about your business and what are the next right steps to achieve your goals. Choose a day and time that works for you and we’ll have a Zoom call.
We’ll talk about things like:
your current marketing strategy
what you find frustrating
who your ideal audience is
your current use of UX copy
ways you want to improve your business
how I can help you
Let’s talk and see if we’re a good fit. Let’s get you more happy clients!
Our Process
Step one
Let’s start by having a discovery call to see if we’re a good match for your marketing needs.
Let’s discuss your business goals and your current inbound marketing strategy and how I can help you achieve your goals.
Fill out the Contact Form and I’ll get in touch with you. (LOVE meeting new people!)
Step two
I’ll send you a proposal reflecting our call which includes a test project to start us off. Once the contract is signed, and a 50% deposit is made, your place will be confirmed in my schedule and I’ll begin writing! (Yay! The fun part for me!)
Step three
Upon completion of the first draft, the final 50% payment is due. Super easy and straightforward. We’ll have two round of revisions and then you’ll get your edited, final draft via a Google Doc. (Yay! The fun part for you!)
“Great service! Copywriting is a huge part of a successful marketing plan for my business, and Nancy delivered exactly what I was looking for. She communicated with me throughout the writing process and delivered the project on time and within budget while exceeding my expectations with the quality of her work. Nancy even sent me a couple of ideas to increase the impact of my marketing! I highly recommend her for all your copywriting and marketing needs.”
I’m Featured on Dani’s Reviews
My copywriting business is featured on Dani’s Reviews website. Dani profiles small businesses which provide quality products and services. Click the button below to read my interview and learn more about me and the history of Nancy Bush Creative.
Also Find Me as a Featured Expert on terkel.io:
Tips on Boosting Your Website's SEO
Hey, I’m Nancy
My mission is to educate others about finances. Too many people are afraid to talk about it, afraid to work with it, afraid to make it work for them.
Often, people have been mistaught about money or haven’t been taught at all.
The power of money lies in time. The sooner we invest and the more we avoid debt, the better we’ll be in the long run.
When I was growing up and heading into the real world, my father would tell me about the importance of saving for retirement as soon as I got my first job. On. Day. One.
He told me that every little bit saved ends up being much more later on. He taught me the value of money saved over time.
I felt like I had this secret to life that I was privileged to know.
I’ve taught my own children this same strategy.
I’m excited to help you on your mission of assisting others to grow smarter about their money.
I’m here to take the burden of writing off your plate. Let’s let you focus on your clients’ financial lives while I help you retain those clients —
and make new ones.
“Time is more valuable than money. You can get more money, but you cannot get more time.”
-Jim Rohn
Engaging, professional UX copy gives you back your time.
You get to choose how to spend it.
I’m Here for You Whenever You’re Ready to Commit to a Complete Conversion-Focused Website Strategy.
FAQ
Below I answer some of your burning questions about my process, services, UX copywriting, how to become a financial copywriter and what in the world is “copywriting?” If you don’t find your question below, get in touch with me today and I can answer any questions you have. Bonus tip: Having an FAQ section on your own financial website helps give your SEO a boost! You may even find your site, and specifically your FAQ section, as the featured snippet in Google search like mine has been for the question: What is a financial advisor copywriter?
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First, schedule a quick call with me so we can see if we’re the right fit. Then, I will send you a proposal including a test project for your approval. Then, we’ll schedule a call for me to learn the details of our project. Then, I get to work and you get back to running your business.
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Typically there are two rounds of revisions included.
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Absolutely! There are actually far too many services under the umbrella of copywriting to list on my website. Please reach out to ask about specific forms of copy that you need.
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I am available for retainers. Please book a call to discuss.
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UX copywriting is a form of copy that centers around the user experience. The copy is written with an eye toward the user and creating the best possible experience for them. We give them exactly what they need to have a successful experience on your website or reading your email so that they have everything they need to know to make a purchase, click a link, or visit again. If the user is happy and has all their questions answered then they are more likely to stay connected and become loyal customers.
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Copywriters cannot guarantee results. But, I can guarantee that your sales and engagement will not improve if you don’t take action with a copywriter in your corner.
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A financial advisor copywriter writes the marketing material for financial and insurance advisors, coaches and professionals. The written material could be used on web pages, blogs, emails, ads, social media posts and ads. The copy is written in a way that is friendly to the prospect and easy to understand. The purpose of the copy is to bring in leads and sales to the practice.
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You don’t need a formal college education to become a financial advisor copywriter. You do need to learn the ins and outs of copywriting (persuasive writing). You need to understand the full scope of marketing strategy so that you can give your clients guidance on what copy would best add to their overall strategy given time and opportunity costs. You need to have a good understanding of the world of finances and be able to write fluently about financial topics that your clients will need.
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Copy is written content. It’s content that’s mainly used to persuade or illicit action by the reader. Copy is the text in advertising and marketing materials. Copywriting is the act of writing copy.
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Copywriting is, according to Google, “the activity or occupation of writing the text of advertisements or publicity material.”
And copyright is a legal term which means the legal right for a creator to own his or her literary, artistic or musical material.
The two terms have no overlap.
Glossary of Marketing Terms
Content: Content is any written material that informs or entertains the reader. Content doesn’t ask the reader to take a specific action.
CTA: CTA is the abbreviation for call to action. Every piece of copy includes a CTA so the reader knows what action to take next to get their problem solved or question answered.
Copywriting: Copywriting is the activity or occupation of writing the text of advertisements.
Email List Management: ELM is the activity of writing, formatting and automating daily emails to an email list through an ESP.
ESP: ESP is the abbreviation for Email Service Provider. An ESP helps you automate your daily emailing to your audience.
Inbound Marketing: Inbound marketing are strategies that entice prospects to contact you. Inbound marketing strategies include websites optimized with SEO, regularly updated blog content, email marketing, and social media content.
Keywords: Keywords are terms used to describe the particular word or phrases someone types into search engines like Google to solve their problem or get their question answered. Use keywords strategically in your website to make sure your site is shown on page 1 for the problem your company solves for prospects.
Opt-In: An opt-in is a free offer given to your prospects in exchange for email addresses and for an agreement to be contacted by you through email. Examples of opt-ins are checklists, lists of statistics, cheat sheets, tip sheets, ebooks, guides, and lists of resources.
Outbound Marketing: Outbound is a type of marketing to bring prospects to your business. Examples include paid social ads, advertisements, and commercials. Outbound marketing is more costly than inbound marketing.
Sales Funnel: The journey a prospect goes through from learning about your product or service to purchasing is the sales funnel.
SEO: SEO is the abbreviation for search engine optimization. SEO tactics help your website get discovered by your target audience.