Money Marketers
Email Marketing for Financial Firms
We help fintechs, asset managers, banks, public companies, start-ups, and wealth managers generate leads (clients, investors, and shareholders), increase conversion rates, reduce churn, and grow revenue with email and content marketing. See how by watching the video below.
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CASE STUDIES
Engaging and Acquiring Millions With SoFi
How do you keep current customers engaged and generate new leads?That’s the question we set out to answer with SoFi. Ultimately it came down to creating high-quality content on a daily basis across multiple products.After working with SoFi to understand their existing and ideal customers, we helped build, launch, and scale, a content bundle for the publicly traded fintech company.This content bundle is comprised of a newsletter, podcast, and Amazon Alexa skill that are delivered daily to millions of SoFi customers.We started working with SoFi in February 2020. In 2020 SoFi’s membership grew by 875,000 members to 1.85 million. In 2021 SoFi added 1.61 million additional members, closing out the year with 3.46 million members. In 2022 this figure hit 5.2 million, then 7.5 million in 2023. As of March 31, 2024 SoFi had over 8.1 million members.This content bundle has aided SoFi’s growth, keeping current members engaged and attracting new customers. The content has helped guide both new and existing members down the marketing funnel to convert on products ranging from mortgages and personal loans to savings accounts.
Maintaining a Reputation with J.P. Morgan
Finding good financial writers is really hard.You need someone who understands industry vernacular and content marketing. This person needs to know what both the SEC and SEO stand for.Quite frankly, many people who work in the finance industry, aren’t great writers (trust us, we know). They’re also not interested in the marketing space. Conversely, many people who work in the content marketing industry, aren’t great with financial concepts. They’re amazing writers, but they don’t know how to craft crisp, professional financial copy.This is why companies like J.P. Morgan turned to us. As the world’s largest bank by assets, they needed a team that could do both. They needed a group of great writers who could help explain and untangle complex financial topics.What is a stock split? What is a P/E ratio? Is it better for a couple to file taxes jointly or separately?These are all questions we’ve helped J.P. Morgan answer for their audience of millions.
Modernizing an Amazing Brand With Griffin Asset Management
Griffin Asset Management is an SEC Registered Investment Advisor based in New York City. Founded in 1995 Griffin Asset Management oversees more than $850 million in assets for a range of institutions, foundations, individuals, and family offices around the globe.Griffin came to us to assist with custom content creation to generate new leads and new business. While producing the custom content, we also helped Griffin update their website so that it was more user-friendly and optimized for lead generation.The modernized website combined with custom content has enabled us to personalize our approach to Griffin’s ideal client profile. We worked with them to understand their audience, which resulted in posts like: What the Multi-Trillion Wealth Transfer Means for Markets and the Economy, What if Your Kids Decide Against College? and How Can Couples With Different Investing Goals Meet in the Middle?
The Money Marketers Advantage
Compliance Approved Content
Navigating the strict regulations of the financial industry can be challenging, but we’ve got you covered. Our expert team produces high-quality, compliance-approved content that aligns with your brand’s goals and meets regulatory requirements. We work closely with compliance teams to ensure that all messaging is accurate, compliant, and effective in driving results.
Tailored Strategies for Individual Firms
At Money Marketers, we don’t believe in a one-size-fits-all approach. We craft personalized marketing strategies that are built around the unique needs of your firm. From email campaigns and social media to newsletters and blogs, we help you engage your audience, generate leads, and retain clients, all while maintaining your brand’s integrity.
Automate Your Marketing, Focus on Clients
Let us handle your content marketing while you focus on what you do best—serving your clients. With our automated content services, you’ll benefit from consistent, high-quality marketing that keeps your firm top-of-mind. From newsletters to social media, we create, distribute, and optimize your content to keep your business growing.
We Practice What We Preach
We Practice What We Preach
At Money Marketers, we don’t just advise others on how to grow their businesses—we do it ourselves.In 2019, we purchased The Street Sheet, a distressed financial newsletter with only 5,000 subscribers. Using the same strategies we offer to our clients, we transformed it into a thriving publication with over 160,000 subscribers today.By implementing targeted email campaigns, optimizing content, and driving consistent engagement, The Street Sheet has evolved into a hyperengaged community. This growth not only generates significant advertising revenue but also serves as a powerful lead generator for our own business. Our success with The Street Sheet proves that our strategies work, and we’re ready to put that same expertise to work for you.
The Process at Money Marketers
Discovery & Strategy
We start by getting to know your business, your goals, and your target audience. Through in-depth discovery calls and research, we identify the best strategies tailored to your specific needs. Whether it's growing your audience, reducing churn, driving leads, or building brand awareness, we craft a custom marketing plan that aligns with your vision and objectives.
Content Creation & Compliance Review
Our team of expert writers and marketers creates high-quality content designed to engage your audience and meet your compliance requirements. From email campaigns and blogs to social media posts and newsletters, every piece of content is carefully crafted and reviewed to ensure it’s both impactful and regulatory compliant.
Automated Distribution
Once the content is created, we implement systems to distribute it across the most effective channels. We prepare the content so all you have to do is quickly review and press "publish". We can also completely automate the publishing process so you don't have to do a thing. This allows you to focus on your clients while we handle the logistics of ongoing content delivery.
Performance Analysis & Optimization
We don’t stop at just delivering content. We continually monitor performance metrics like engagement, conversion rates, and lead generation. Based on real-time data, we refine your campaigns to ensure maximum impact and return on investment, keeping your marketing efforts aligned with your business goals.
What's Included
Tailored Marketing Strategy
Every client receives a customized marketing plan designed to meet their unique goals. From increasing brand visibility to driving leads and retention, our strategies are built specifically for financial service providers to ensure maximum impact.
High-Quality Content Creation
Our expert writers and designers produce engaging, compliance-approved content for your business. This includes email campaigns, blog posts, newsletters, social media posts, and website copy—all crafted to speak directly to your target audience while aligning with industry regulations.
Compliance Collaboration
We work closely with your firm’s compliance team to ensure that all content is fully compliant with industry regulations before it’s published. By streamlining the compliance process, we ensure that your content is both effective and aligned with regulatory requirements, without unnecessary delays.
Automated Distribution
Save time and effort with our automated content distribution services. We schedule and manage your content across email, social media, and other digital channels, ensuring that it reaches the right audience at the right time, keeping your business top-of-mind.
Performance Tracking & Optimization
We provide detailed performance reports, tracking key metrics like engagement, conversion rates, and lead generation. Our ongoing analysis allows us to refine and optimize your campaigns, ensuring continuous improvement and delivering the best possible results for your business.
Ongoing Support & Collaboration
Our team is here to support you every step of the way. We provide regular check-ins, strategy updates, and are always available to answer questions, make adjustments, and collaborate on new ideas to keep your marketing efforts fresh and effective.
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About Us
Why Quality Content Is Non-Negotiable
By way of introduction, my name is Brooks Dyroff. I'm the founder of Money Marketers.After graduating from Boston College, I started my career at J.P. Morgan’s Private Bank.Among my many analyst duties, I sent weekly and monthly emails to our Ultra High Net Worth clients.These emails contained topical market summaries, timely educational articles, evergreen thought pieces, infographics, and more.This was a pretty boring task to be completely honest. But what I noticed was amazing…I quickly saw firsthand how impactful high-quality content could be.Our clients were more engaged, trusting, and actionable.Clients would read, watch, or listen to the content in these emails. They would then call our investing team to speak about opportunities, schedule meetings with our bankers, and ultimately make money moves in some shape or form with our team.The content also helped generate new business.Our clients would share these emails with a family member or friend. Many times this person would then become a new lead.It was incredible. All of this action from a simple email.
The Lesson: High-quality content is non-negotiable
What I learned from my time at J.P. Morgan was something I'll never forget. Continuously producing high-quality content is non-negotiable.You're dead in the water if your company isn't producing relevant, interesting content. This is especially true if you are trying to attract younger clients.A lack of content will lead to a lack of action from your existing clients and a lack of inbound activity from new leads.In today’s digital world, high-quality content is the most essential revenue driver for any financial service firm, fintech, or individual advisor.It all comes down to two words: retention and engagement.And yes, investing in content produces a positive return on investment. More on that below.I want to start with what I learned at J.P. Morgan and how content keeps existing clients happy.
Retention
High-quality content is key to client retention, strengthening the relationship between clients and firms.Insightful, accurate content builds trust by positioning firms as credible and reliable, making clients more likely to stay with a trusted advisor.Regularly sharing relevant information keeps clients engaged and informed, boosting their confidence in your services.Educational content also simplifies complex financial concepts, fostering transparency and a sense of inclusion, which increases client satisfaction.Consistent content delivery ensures regular communication, allowing firms to address concerns promptly and prevent dissatisfaction.By continually offering valuable insights, you reinforce your role as an indispensable resource, encouraging long-term client loyalty.
Engagement
High-quality content is essential for engaging prospects and generating new leads.By offering insightful articles, market analyses, and investment tips, you attract the attention of potential clients seeking reliable financial information.Consistently producing expert-level content also establishes your authority, positioning you as a trusted industry leader. Content-rich newsletters and email campaigns keep prospects informed and nurtured, guiding them towards becoming clients.Well-crafted content improves your SEO, making it easier for potential clients to find you online, increasing visibility and traffic.Educational content engages prospects, addressing their questions and concerns, and helps move them further down the sales funnel.Additionally, high-quality content helps build relationships with potential clients by creating a sense of familiarity and trust before any direct interaction.Offering free resources like eBooks or webinars in exchange for contact information captures leads while demonstrating your expertise.Sharing valuable content on social media extends your reach, encouraging engagement and attracting even more leads.
And Yes, This Will Be a Positive Return on Investment
Ultimately, will this benefit your bottom line? Absolutely. Let's start with stats related to customer retention:Retaining an existing customer costs only a fifth of what it takes to acquire a new one.A mere 5% increase in customer retention can boost profits by 25-95%.Selling to an existing customer has a success rate of 60-70%, compared to just 5-20% for new customers.72% of companies say that content marketing increases engagement.And how about generating new leads?Multiple studies show that the average ROI for email marketing ranges from $36 to $40 for every dollar spent.Companies that blog generate 67% more leads per month than those that do not.70% of consumers prefer to learn about products and services through content rather than traditional advertisementsEmail marketing is highly effective for driving conversions, achieving a 2.8% conversion rate for B2C brands and a 2.4% conversion rate for B2B companies.Email Marketing’s ROI was 28.5% compared to 7% for direct mailEmail marketing generates an average of 174% more conversions compared to social media.Content marketing also SAVES you moneyContent marketing costs 62% less than traditional marketing methods and generates about three times as many leads.
Still Not Convinced?
Here's One More Case Study
We had the pleasure of working with Benzinga to revitalize a handful of their newsletters. This included their flagship offering, Ring The Bell, and their vertical-specific newsletters, Future Finance, Benzinga Real Estate, Cannabis Daily, and Benzinga Mining.Our team started by meticulously redesigning Ring The Bell, ensuring it was both visually appealing and high-signal from a content perspective. We applied the same thoughtful redesign to their vertical-specific newsletters, giving each a unique appeal while maintaining brand consistency.To optimize efficiency, we restructured the newsletter production workflow, clarifying responsibilities for every team member. Our editors joined the production process to make sure the content was crisp and professional every day before delivery.Collaborating closely with Benzinga’s internal development and tech teams, we spearheaded growth initiatives, including integrating new account openers into Ring The Bell. This not only expanded the subscriber list but also nurtured new members' engagement with the brand.We also worked with the sales team to develop attractive pricing packages and media kits and engaged with sponsors to highlight the value of newsletter partnerships in achieving their marketing goals.Our comprehensive approach yielded impressive results. Ring The Bell's subscriber base skyrocketed from 40,000 to 200,000, and the open rate surged from 25% to 40%. We also increased the frequency of Ring The Bell to twice daily without significant audience churn, thanks to a strategic blend of content and advertising.Beyond engagement metrics, our efforts had a substantial financial impact. Initially generating low six-figure revenue, this suite of newsletters was on track to achieve seven-figure revenue by the end of our collaboration. Through these comprehensive efforts, we significantly advanced Benzinga's marketing and revenue objectives.
Frequently Asked Questions (FAQs)
What services does Money Marketers provide?
We specialize in content marketing for financial service providers. Our services include email marketing, newsletter creation, blogs, social media management, compliance-approved content creation, automated content distribution, and performance tracking.
How does Money Marketers ensure content is compliant with financial industry regulations?
We work closely with your firm’s compliance team to ensure all content adheres to industry regulations. Our process streamlines approvals, allowing us to deliver content that meets both regulatory and marketing needs.
Who is our ideal client?
We work primarily with financial service firms including retail investing apps, fintechs, legacy banks, financial advisors, asset managers, investment firms, funds, and other financial service providers looking to enhance their content marketing, retain clients, and generate new leads.
What makes Money Marketers different from other content marketing agencies?
We focus exclusively on the financial industry and understand the complexities of compliance. We practice what we preach by using our own strategies to grow The Street Sheet, a financial newsletter we acquired, from 5,000 to 125,000 subscribers.
Why should we use your service if we already have out-of-the-box solutions?
Out-of-the-box solutions can be effective, but our custom content marketing services offer several compelling advantages.We create highly customized content that resonates with your target clients by understanding your unique value proposition, brand voice, and client demographics.Our services provide greater flexibility and creativity, crafting content that aligns with your specific campaigns and reflects your firm’s unique insights.This personalized approach enhances engagement by addressing the specific needs and pain points of your clients.Additionally, our team ensures brand consistency and provides detailed analytics to refine your strategy continuously, offering a level of support and customization that out-of-the-box solutions cannot match.
How do you measure the success of your content marketing efforts?
We track key performance metrics such as engagement rates, lead generation, conversion rates, and SEO rankings. Our ongoing analysis allows us to continually optimize your campaigns for better results.
Can you help with email marketing and newsletters?
Yes! We create engaging, compliance-approved email campaigns and newsletters tailored to your target audience. We also automate their delivery to ensure consistent engagement with your clients and prospects.
How long does it take to see results from content marketing?
Content marketing is a long-term strategy. While some results can be seen in the first few months, consistent efforts over time build stronger client relationships, improve lead generation, and increase brand visibility.
Why shouldn't we handle content marketing in-house?
Managing content marketing in-house can seem cost-effective at first, but partnering with a specialized content marketing agency like ours provides superior results.Our agency is dedicated to content marketing for financial firms, offering deep industry understanding and expertise.By outsourcing to us, your internal team can focus on their core competencies while we handle content creation efficiently.We ensure consistent, high-quality output that meets the highest standards, enhancing your brand’s credibility and trust.As your business grows, our services can easily scale to match your needs without requiring additional internal staff.Additionally, our comprehensive packages, which include strategy, creation, distribution, and analysis, often prove more cost-effective than building an in-house team.
Who are the writers and editors that will be working on our content?
Our team of writers and editors is composed of highly skilled professionals with extensive experience in both the financial industry and content marketing.Our writers and editors include former financial advisors, analysts, and professionals who understand complex financial concepts and regulations, ensuring accuracy and compliance.We employ seasoned content creators who specialize in financial writing, adept at translating intricate information into engaging content for blogs, newsletters, whitepapers, and social media.Continuous training and development keep our team up-to-date with the latest trends and best practices, allowing us to produce high-quality, customized content that supports your business goals.
How much does it cost to work with Money Marketers?
We offer flexible plans tailored to the size of your firm and the services you require. Here are the plans we offer:Starter Package:$750/month. Up to 750 words of content (e.g., 1 blog post, 1 newsletter, etc). 1 revision request per pieceEssential Package:$1,500/month. Up to 1500 words of content (e.g., 2 blog posts, 2 newsletters, etc). Monthly strategy calls. 1 revision request per piece.Premium Package:$3,000/month.Up to 3000 words of content (e.g., 3-4 blog posts, 3-4 newsletters, 1 white paper, etc). 2 revision requests per piece. Bi-Monthly Strategy Calls. Monthly Metrics Dashboard
How can I get started with Money Marketers?
Simply select a time on the calendar below to schedule a consultation. We’ll discuss your needs, goals, and how we can create a marketing plan that works for you.