Serving Independent RIAs Since 2004
AdvisorCopy

Our Services

Separate your advisory firm today.

Custom Articles

Custom Articles

Having up-to-date, compelling blog content on your site isn't just a way to show clients and prospects you're on the ball: It's a proven way to improve your search engine results and drive traffic to your site.

But the truth is that many advisors just don't have the time to organize, write and post blogs on a regular basis. If that sounds like you, there's a simple solution that is now more affordable than ever:

Through Make It A Great Day's copy affiliate, AdvisorCopy, advisors receive fresh, monthly blog content on exactly the topics that most interest their clients and prospects. Our copy is the best in the business: Crafted from scratch each month by a professional journalist who has covered the financial advice field for two decades.

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Website Content

Website Content

The best websites convey a clear, simple message to your prospects and clients:

We understand your needs, and we know exactly how to help you.

With AdvisorCopy's content and writing service, a veteran financial writer makes sure that your site.

  • Clearly articulates your firm's expertise and experience
  • Speaks directly to exactly the types of clients you serve
  • Underlines your firm's unique strengths

Our goal: To make sure your website actively helps drive business to your firm.

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Market Commentary

Market Commentary

Finally, Better Market Commentary for Your Practice

Tired of the boilerplate market commentary available from many of the industry marketing services? Don’t have time or staff expertise to create your own? Want to differentiate your firm? Let us do it for you.


AdvisorFlex has now teamed with Bower Hill Capital Management to deliver new insight and a new perspective in the world of subscriber-based market commentary.

Why? – Because it’s about time that your practice’s subscriber-based research is written by authors who have long-standing experience in market analysis.

"We understand the market.
Let us help you boost credibility, while streamlining your operations.“

Marc A. Zabicki, CFA / Bower Hill Capital Management

Written by a Seasoned Capital Market Strategist

Bower Hill Capital Management was founded to deliver investment management and research to help better the practices of independent financial advisors. The firm’s founder, Marc A. Zabicki, CFA has nearly 25 years of comprehensive investment research and portfolio management experience.

Marc's financial market commentary and expertise has been showcased in various media outlets such as The New York Times, The Washington Post, CBS News, Bloomberg and Reuters. Marc was also a frequent guest on CNBC Europe’s coverage of the financial crisis.

Let AdvisorCopy’s service experience and Bower Hill Capital Management’s market knowledge help differentiate your firm!

What we deliver

  • We…create commentary and graphics that deliver a unique market message!
  • We…private label the research to fit your firm’s brand!
  • We…work with you to ensure compliance bases are covered!
  • We…post it to your AdvisorFlex Website each month!
  • Youbring differentiated market research to unlimited investors!

Our Products

  • Monthly Insight and Perspective | Our “flagship” monthly commentary covering timely economic and financial market issues across the globe. We take on tactical and strategic elements of the market with pointed commentary and descriptive charts and graphs.
  • Quarterly Market Digest | Our quarterly commentary reviews key economic and financial market occurrences during the quarter and provides a look at what to expect in the quarters ahead. The report also includes a comprehensive list of asset class and market segment returns that cover index performance across the globe.
  • Quarterly Financial Market Guidebook | We publish a unique chartbook that illustrates asset price activity, monetary policy trends, asset allocation and diversification benefits, economic numbers and charts, performance data, commodity market perspectives, and much more. It is a great one-stop resource to inform and enhance your conversations with clients.

Save by subscribing to selected reports or our entire suite of research!

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Book Ghostwriting

Book Ghostwriting

Plenty of advisors want to write books: They know these “big business cards” can underline their authority and help them build business. Yet most don’t have the time or expertise to follow through.

Working with AdvisorCopy, you can quickly turn your idea for a book into a reality. You’ll collaborate with a professional, experienced writer who has already ghostwritten multiple books for advisors.

AdvisorCopy’s ghostwriting service includes:

  • Helping define the subject of your book along with the tone and length
  • Providing the structure and process to “pull the book out of you”
  • Organizing and writing the manuscript to appeal to your target audience

Our goal: To separate you from your competition and strengthen your appeal.

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Why us

Trending topics, unique content and happy advisors.

Only RIAs

Only RIAs

We only write for independent RIAs.
Custom

Custom

Custom written content just for you.
Boutique

Boutique

Consider us a partner. Not a vendor.

More Services

We offer a broad spectrum of advisor oriented services.

Website Content

  • Complete content package
  • Hourly review and editing
  • Monthly blog posts
  • Quarterly comentary

Digital Marketing

  • Monthly blog articles
  • Automated email blasts
  • Automated email harvesting
  • Whitepaper freemiums

PR

  • Press release crafting
  • PR distribution
  • Promotional advertising
  • Advisor consulting

Assets

  • Book ghostwriting
  • Slide presentations
  • Digital brochures
  • Printed collateral