Make content your growth engine.

Content is no longer a ‘nice-to-have’—it’s the key to building trust, attracting ideal clients, and scaling AUM. But most financial advisors post content that says: “Here’s why you should work with me.” The best content builds trust first: share insights, not sales pitches. Teach before you ask. Give value freely—clients will follow.

I specialize in ghostwriting and content strategy for Registered Investment Advisors (RIAs), helping firms and solo advisors build their brand, establish thought leadership, and attract ideal clients. With experience in financial journalism and newsletter writing, I craft compelling content that resonates with audiences and drives engagement.

How I Help RIAs Grow

  • LinkedIn ghostwriting & growth – Position yourself as an expert with LinkedIn posts that spark engagement and attract leads.

  • SEO blog & newsletter writing – Convert website visitors into clients with high-quality, search-optimized blog posts and newsletters. Grow your own newsletter to stop relying fully on social media algorithms while building a more direct relationship with prospects.

  • Whitepapers & lead magnets – Generate inbound leads with premium content that establishes authority and credibility.

  • Website & thought leadership content – Ensure your website showcases your expertise and speaks directly to your ideal clients. Enhance your website to optimize for engagement and search.

  • Social media & visual amplification – Enhancing charts and data for social media, blogs, decks to clients, and newsletters.

  • YouTube shorts & Instagram content – Strategy, editing, producing, planning, and posting short-form video content to expand reach and engagement.

Why Content Marketing Matters for RIAs

RIAs who invest in consistent, high-quality content see more qualified leads from organic search and LinkedIn, higher AUM growth by building trust with prospects, and stronger client retention through valuable insights.

Content Audit

If you’re interested in learning more, contact me for a free content audit based on what has helped firms scale — including custom-branded charts, like those below.

My free audit will provide you with actionable recommendations to refine your strategy, improve engagement, and drive better results. My email is matthew.gutierrez21@gmail.com

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Trusted By

Content Strategy

  • Why Content?

    Effective content builds trust, attracts ideal clients, and establishes your expertise. I help financial advisors, RIAs, and investment professionals create high-quality content that drives engagement and growth. I’ve also worked with small business owners, real estate professionals, and executives in and out of finance.

  • LinkedIn Thought Leadership

    I offer LinkedIn ghostwriting: engaging posts & articles that position you or your business as an industry expert. That includes content strategies to grow your audience and attract ideal clients.

  • Website Content & Web Revamp

    SEO-friendly, educational blog posts that showcase your expertise + evergreen and timely market insights to drive engagement. Web design and revamp to optimize for SEO.

  • Newsletters

    Personalized email newsletters to keep clients informed & engaged. Market updates, financial planning insights, and investment themes.

  • Charts, Infographics, Photos & Visual Content

    I make easy-to-digest visuals explaining complex financial topics. Strategy includes custom charts & graphics to enhance client communications.

  • Client Communications

    Market commentary, quarterly updates, and personalized reports. Clear, professional messaging for client retention and referrals.

  • Other Services

    Other services include case studies and success stories, white papers and research reports, podcast and video scripts, advertising copy, and more.

Case Studies

Independent RIA managing $550M in AUM

Challenge:

The firm had a stagnant LinkedIn presence with minimal engagement and an outdated email newsletter that wasn’t driving client inquiries. They wanted to modernize their content strategy to attract more high-net-worth clients.

Solution:

  • LinkedIn overhaul: I created a structured content calendar with weekly educational posts, personal finance insights, and client success stories. We also launched a thought leadership series featuring the founder’s insights on market trends.

  • Newsletter revamp: I redesigned their email format for better readability and engagement, incorporating storytelling, market updates, and clear CTAs to book a call.

  • SEO-optimized blog strategy: I wrote weekly blog posts on tax strategies, estate planning, and investment trends, improving their search rankings.

Results:

  • 3X increase in LinkedIn engagement and profile visits

  • 25% boost in newsletter open rates and 50% higher click-through to their website

  • At least 4 new high-net-worth client leads, adding $10M+ in new AUM

Boutique focused on retirement planning, $80M AUM

Challenge:

The firm’s website was outdated, lacked clear messaging, and wasn’t ranking in Google searches. They also had few Google reviews, limiting credibility with prospects.

Solution:

  • Website revamp: I completely redesigned their site to emphasize their value proposition, added a blog section, and optimized service pages with clear CTAs.

  • SEO strategy: I implemented keyword research, optimized meta descriptions, and created pillar content around retirement planning and tax-efficient investing.

  • Google reviews campaign: I helped them create a simple system to encourage satisfied clients to leave reviews, improving their online reputation.

Results:

  • 4X increase in organic website traffic within four months

  • Improved Google ranking for key search terms like “retirement planner”

  • 12 new client inquiries in the first three months, resulting in $12M+ in new AUM

Final Thoughts

At the core of my work is a simple goal: helping RIAs and independent financial advisors build trust, engage clients, and drive new AUM through strategic content marketing. Often, it’s about harnessing the power of LinkedIn, revamping newsletters to boost engagement, and leveraging SEO and Google reviews to attract inbound leads, but I tailor each approach to fit each firm’s strengths, audience, and objectives.

I work closely with advisors to craft educational and actionable content that positions them as the go-to expert in their niche. I also help financial firms move beyond word-of-mouth referrals and build a sustainable pipeline of clients, without feeling salesy or promotional.