Protect your practice
Clients who hear from you every month don't wonder whether someone else would pay them more attention. They feel looked after, even in the months you don't meet.
For independent RIAs
Don't be the advisor they forget.
A monthly client newsletter, written in your voice by a former advisor, that keeps you in front of the clients you already have.
See if my firm is a fitFree call. No pressure.
4 yrs
Working as a licensed advisor
50%+
Open rates on newsletters I write
81K
Subscribers grown for one client
90 days
Three customized newsletters, and the foundation for the next 12 months
Brand new
12-Month Client Content Calendar
What to send your clients every month: one anchor topic plus timely angles, built around tax season, open enrollment, RMDs and year-end planning.
Get my custom calendarWhy it matters
Your clients are being called.
When I was an advisor, I cold-called other advisors' clients. The ones I could win usually weren't unhappy. They just hadn't heard from their advisor in a while.
That silence is the crack in the armor. Someone else is always calling, and the client who hasn't heard from you is the one who picks up.
The client you already have is worth more than any prospect you'll ever call.
The Return
One newsletter. Three ways it pays.
Serve your clients
Your best opportunities are already your clients. Each issue tells a real story about the impact your other services have, so when a need comes up, they come to you first.
Grow your practice
A good newsletter is built to be forwarded. Each issue gives your clients something easy to share and the words to explain what you do, so referrals come without the awkward ask.
The program
The Deliberate Advisor, done for you.
A 90-day program that launches your client newsletter and builds the foundation to keep it going.
One strategy session
Your voice and brand, built for your clients and captured in one guide.
One interview a month
I bring the topics and questions. You talk. I write. That's the only time it takes from you.
3 monthly newsletters
Written in your voice and delivered to your clients.
12-month content calendar
Timely education your clients will want to read, mapped out for the year.
Client story framework
A repeatable way to share real client wins, built with compliance in mind.
Setup and reporting
Your email platform set up, and a monthly look at opens and replies.
How it works
It starts with a conversation.
- 1
We talk
A monthly interview about your clients, your market and what's on your mind.
- 2
I write
I turn it into an issue that sounds like you on your best day, not like a template.
- 3
Compliance reviews
Every draft goes through your compliance process before anything goes out.
- 4
Your clients hear from you
It lands in their inbox, and you see who opened and who replied.
About
Written by someone who's sat in your chair.
I'm John, founder of Claimed Collective. I held my Series 7 for four years and built a book of my own, so I know how advisors talk to clients and what it's like to write under compliance review.
Now I'm a ghostwriter. In nine months, my newsletters grew a list from 21K to 81K subscribers and lifted open rates from 35% to over 50%.
Ghostwriting only works when I know you. Every issue starts with a conversation, so it reads like one.
FAQ
Questions advisors ask.
Will my clients actually read it?
They won't read generic market commentary. They will read a note from their advisor that sounds like their advisor. My newsletters regularly see open rates above 50%.
What about compliance?
I worked under compliance review for four years. Every issue is drafted to go through your process before it's sent, and nothing goes out without your approval.
How much of my time does this take?
One conversation a month. I handle the writing, the edits and the setup.
Will it actually sound like me?
Yes. The first thing we build is your voice guide, and every issue comes from what you said in our interview, not from a content library.
Why not just use AI?
You can, but it takes time to learn and plenty of hand-holding to sound like you. I ask for 45 minutes a month. If you do want to use AI later, the voice guide, calendar and three issues we create give you a head start on training it, though you'll still be the one editing every issue.
What happens after 90 days?
Your choice. Keep going with me month to month, or take everything in-house: the voice guide, the calendar and every issue.