💸 I Don't Come From Finance

I've never worked for a bank.

Never managed a hedge fund.

And yet, here I am—writing to wealth professionals.

Seems a bit backward, right?

That's what I thought too, until something interesting happened.

Within one month, three of my high school friends—two worked at Ernst & Young and one serving as Chief of Staff at a Citibank division—all reached out to me for similar reasons.

Despite their impressive finance credentials and years of industry experience, they wanted my advice on personal branding, marketing, and "techie stuff."

That's when it clicked.

The outsider advantage is real

My finance friends, far more advanced than me in financial knowledge, trusted me to translate their expertise into something their clients and peers could actually connect with.

They didn't need more financial know-how.

They needed someone who could bridge the gap between their expertise and their audience.

Someone to interpret wealth.

My business laboratory

Running a juice bar might seem worlds away from wealth management. But that physical storefront became my laboratory for customer psychology.

When you interact with hundreds of customers daily, you quickly learn what resonates and what falls flat. You discover how to communicate value in seconds.

You understand what makes someone pull out their wallet.

Or put it away.

My social media marketing for the juice bar caught the attention of Johns Hopkins University, leading to a partnership.

But the real magic happened in the inbox.

Through targeted email campaigns.

We generated $45,000 in online sales—all while the physical store was closed.

Even when the lights were off and the blenders silent, the digital register kept ringing.

That's the power of connecting with people where they already are—their inbox—with messages they actually want to receive.

The blind spots I see in financial communication

1. The Jargon Barrier

When I became a business owner, I needed life insurance that would cover all my debts including equipment, rent, and supplies up to $1 million.

Simple enough, right?

But the policy documents might as well have been written in another language. What should have been straightforward protection became an exercise in translation.

This jargon barrier doesn't just confuse people, it creates distance.

And distance is the enemy of trust.

2. The Communication Gap

Here's something that might surprise you: 72% of clients prefer email updates over phone calls or texts.

Yet many advisors either communicate too infrequently or misunderstand what clients actually want to hear about.

The result is clear: Clients feel disconnected from both their advisor and their financial future.

3. The Facade of Formality

Banking and finance are presented as high-level business, requiring high-level language.

But the truth is that everyday people make up most small and medium-sized businesses.

They don't need corporate-speak.

They need clarity, simplicity, and humanity.

Your expertise matters. But if it's buried under stiff, formal language, it might as well not exist for most clients.

What clients really want

Let me tell you something I learned serving fresh juice to health-conscious customers:

People don't buy what you do; they buy how you make them feel.

The same applies to financial services.

Before clients care about your technical expertise, they need to feel understood.

Before they trust your strategy, they need to trust you as a person.

Operating in the competitive food and beverage space taught me that emotional connection matters, even in logic-driven decisions.

Most clients and customers register investments like this:
emotion dispersement of funds > logically justification after the money is spend or invested.

When I served customers face-to-face, I could read their expressions and adjust my approach instantly.

But in email? You need to anticipate needs and speak directly to them without the real-time feedback.

That's the challenge.

And that's where most financial professionals struggle.

My high school friends, all brilliant financial minds, still call me because I make complex ideas feel accessible.

I create comfort in complexity.

I build trust through clarity.

That's not just a nice skill to have.

It's the difference between barely breaking even and 10x growth in AUM.

The WealthWriter Approach

My approach is simple: every communication should make a "trust deposit" in your relationship bank.

These deposits accumulate over time, making clients feel secure and eager to schedule more calls or increase their investments with you.

The WealthWriter methodology isn't about flashy marketing tricks (although they’re helpful) or trying to go viral on social media. It's about consistent, value-driven communication that proves you understand both finance and people.

While other advisors hide behind jargon and rely solely on referrals, I help you create communication that is:

• Transparent: Clear, honest communication that clients can understand at first read

• Relevant: Content that addresses your clients' specific needs and concerns

• Understandable: Complex concepts translated into accessible language

• Segmented: Messages tailored to different client groups, not one-size-fits-all broadcasts

• Timely: Modern and consistent communication that arrives when clients need it most

This story-driven approach to email will help you:

• Transform complex concepts into clear, engaging narratives

• Build authority without relying solely on credentials

• Create communications clients actually look forward to reading

• Generate predictable client acquisition beyond referrals

I've seen this approach work firsthand. When I ghostwrote website copy for a CPA friend (former Ernst & Young employee and Yale School of Management graduate), he reported a 10% increase in consultation requests. You know how beautiful that can be when dealing with high earners and emerging investors.

That didn’t because we added more financial jargon.

It happened because we removed it and replaced it with clarity.

What to expect from this newsletter

If you stick with me for the next few months, you'll develop a whole new approach to client communication.

You'll learn how to:

• Write emails that get opened and drive action

• Tell stories that make financial concepts stick

• Build a content system that works while you sleep

• Position yourself as the obvious choice in your market

Unlike most marketing newsletters, I won't send fluff or generic advice.

We’ll dive deeper with tactics, examples, trends and frameworks you can implement immediately.

I promise to practice what I preach: clarity, value, and respect for your time.

Let's start the conversation

If you're intrigued by what you've read, I'd like to offer you something valuable.

Each week, I open my calendar for just 4 complimentary email strategy sessions with new subscribers.

During this 30-minute call, we'll:

• Diagnose your current client communication approach

• Identify at least three opportunities for immediate improvement

• Outline a simple framework you can implement within days

• Answer your specific questions about email strategy

There's no obligation beyond the call—just pure value to help you get started.

Sessions are first-come, first-served.

I look forward to helping you become the financial professional that clients respect, understand, trust, and eagerly refer.

Catch you in the next issue,

• Q