© CTC Publishing

Make a Boatload of Money as an In-Demand, Sought-After Financial Services Copywriting Specialist

Banks ... mutual funds ... mortgage brokers ... financial planners ... brokerage firms ... insurance companies ... options trading services ... and other clients in the financial services industry pay top dollar to copywriters who can sell more of their investment products and services to profit-hungry investors.

Dear Copywriter:

Which copywriting clients can afford to pay you the highest fees?

Answer: clients in the financial services industry, of course.

You see the obscene salaries investment bankers, traders, and money managers earn on Wall Street, right?

Often annual salaries -- combined with bonuses -- can top the seven figure mark!

When a brokerage or mutual fund is paying money managers millions, the few thousand dollars you ask to write a brochure that sells their stocks or mutual funds seems like chicken feed.

And that's an ideal situation for you as a freelance copywriter: working for companies who happily sign off on your four and five-figure project estimates without a second glance.

Getting steady copywriting gigs from financial services clients is the fastest way to land on "freelance copywriter easy street."

I should know. My name is Bob Bly, and I have been making a handsome living writing copy for financial products and services for over a quarter of a century:

  • One of my clients, a marketer who sells an options trading service, just sent me yet another royalty check for the control mailing I wrote for them ... this one for $12,211.
  • A major commercial bank kept me busy for years writing brochure after brochure for services ranging from equipment leasing to currency exchange.
  • Another client, a publisher of trading software, sends me thousands of dollars a year in royalty checks for a direct mail piece I wrote that tripled their control.

And that's just the tip of the iceberg.

Over the decades, I've written for financial services clients ranging from mortgage brokers and lenders, to insurance companies and precious metals.

But as generous as their copy budgets may be, marketing managers in the financial services sector are somewhat selective when it comes to hiring freelance copywriters.

They expect you to speak the lingo ... understand the markets ... and know the difference between a load and a no-load fund.

And of course, they also want copy that dazzles their bosses -- as well as gets investors to buy whatever they are selling.

Become a financial copywriter -
once difficult, now easy.

In our 87-page e-book, Freelance Copywriting for the Financial Services Industry, Kerry Blount and I reveal how to make money as a copywriter in the lucrative financial services market.


  • Getting started as a freelance financial copywriter - what you need to know. Page 4.
  • How to make sure your financial copy is fully compliant with Securities and Exchange Commission (SEC) regulations. Page 76.
  • Marketing VULs (Variable Universal Life) insurance policies and annuities to consumers. Page 42.
  • 27 time-tested ideas for direct mail packages selling subscriptions to investment newsletters. Each has been a proven winner in the mail. Page 86.
  • 5 ways to get financial services companies to hire you as their copywriting specialist. Page 78.
  • 15 types of financial services clients that need copywriters to produce their marketing materials. Page 5.
  • 8 most popular products banks ask copywriters to write about. Page 47.
  • The Gramm-Leach-Biley Act -- and how it broadens the market for financial copywriting services. Page 6.
  • 5 steps to converting cold calls into hot leads when going after your first financial services clients. Page 82.
  • Increasing the power of headlines in your financial copy by finding the Big Idea behind your product or offer. Page 49.
  • 4 types of banks waiting to buy your copywriting services - and how to reach each. Page 8.
  • Using Michael Masterson's "4 U's" formula for writing more powerful financial headlines and subheads. Page 51.
  • The most lucrative "undiscovered" financial services niche for direct mail writers: copywriting for the insurance industry. Page 9.
  • 15 distinct markets for financial services ... and how to write for each. Page 54.
  • Make money writing for trading services ... financial planners ... investor relations ... mutual funds ... precious metals Starts on page 10.
  • Selling to traders vs. buy-and-hold investors. Page 56.
  • Targeting the lucrative Baby Boomer niche in your financial services copy. Page 14.
  • 7 steps to understanding any financial product or service you are writing about. Page 58.
  • What you need to read - and watch on TV - to get plugged into the world of investments and finance. Page 16.
  • 26 important web sites every financial copywriter needs to know about. Page 59.
  • Writing copy to sell bonds ... ETFs ... mutual funds ... stocks ... oil and gas ... precious metals. Starts on page 18.
  • 3 proven copy strategies for boosting response rates to financial direct mail packages. Page 62.
  • Key indicators for proving to prospects that a particular stock is undervalued and a good bargain. Page 25.
  • 12 factors that motivate consumers to invest in financial products. Page 66.
  • What to charge for rack brochures ... magalogs ... sales letters ... DM packages ... and other common financial copywriting projects. Turn to page 29.
  • Understanding the buyer's core emotional complex with the BDF formula. Page 66.
  • How to sell gold, silver, and other precious metals to investors. Page 31.
  • The 4-legged stool formula for writing credible, believable financial copy. Page 70.
  • Promoting energy stocks, limited partnerships, and other oil and gas investments. Page 34.
  • 3 key elements you need to generate leads and orders in the closing paragraphs of your financial copy. Page 72.
  • Marketing commodities trading services, seminars, and courses. Page 35.
  • 6 strategies for overcoming price resistance when selling high-end investments and financial products. Page 73.
  • Promoting options-related offers in print ads, direct mail, and the web. Page 36.
  • 4 steps to creating a guarantee that gets buyers comfortable enough to invest in your client's financial publication, software, fund, or stock. Page 75.
  • How to write copy that sells term and whole life policies by the truckload. Page 40.
  • Plus: Financial web sites ... books ... magazines ... newspapers ... trade publications ... and so much more....

"I stayed up all night reading the ebook. It was informative, and definitely alleviated many concerns I had about my financial writing potential, and it helped me to really pinpoint my next business moves with real focus. This was a very quality product, and I appreciate Bly bringing it to market and Blount writing." --Jessie Haynes

"I just bought your e-book Selling to the Financial Industry which is great! Truly fits into my particular BTB niche!" --Larry Elkan

"A couple of months ago I purchased your ebook titled A Guide to Freelance Copywriting for the Financial Services Industry. Its not only interesting but extremely useful. It's a great supplement to AWAI's Financial Copywriting course which I am taking now. I'll definitely be buying more ebooks from you in the future." --Sara Lackey

Act now and save $30

That's because the cover price of Freelance Copywriting for the Financial Services Industry is $69 -- and that's what buyers will pay when we promote it widely over the Internet later this year.

But get your copy now, and you pay the introductory discount rate of only $39 - a savings of $30 - less than I charge for just 5 minutes of my time.

And that's what it costs you only if our advice works for you.

If it doesn't, the cost is zero. Zip. Zilch. Nada. Because now you can...

Use it risk-free for 90 days

That's right.

If your very first copywriting assignment in the financial services industry doesn't earn you at least 10X your modest investment in Freelance Copywriting for the Financial Services Industry...

Or you are not 100% satisfied for any reason ... or for no reason at all ... just let me know within 90 days.

We'll refund your $39 payment in full. And you can keep the e-book free with my compliments. That way, you risk nothing.

So, what are you waiting for?

To order Freelance Copywriting for the Financial Services Industry on a 90-day risk-free trial basis, click below now:


Bob Bly

P.S. Order Freelance Copywriting for the Financial Services Industry today and you get a FREE 59-page Bonus Report, Take Your Copywriting to the Next Level (list price: $29).

In this report, you'll learn:

  • Which works better - long copy or short copy? - page 50.
  • Reach your prospects on a deeper level with the BDF formula - page 40.
  • How to write a good advertisement - page 28.

  • Adding credibility to your copy with testimonials - page 44.
  • The magic of "false logic" - page 35.

  • How to write subject lines that get your e-mails opened and read - page 38.
  • And more....

To order Freelance Copywriting for the Financial Services Industry ... and get your FREE Bonus Report ... click below now:

About Bob Bly
bly on information marketing
Bob Bly has been a writer since 1979 and a full-time freelance writer since 1982. He earns more than $600,000 a year from his freelance writing, and became a self-made multi-millionaire while still in his 30s.

Bob has written copy for more than 100 clients including Phillips, Agora, KCI, 21st Century, Weiss Research, EBI Medical Systems, Sony, IBM, AT&T, Grumman, Crain Communications, McGraw-Hill, IBM, Intuit, Nortel, and AlliedSignal.

Bob is the author of more than 70 books including The Complete Idiot's Guide to Direct Marketing (Alpha) and The Science in Science Fiction (BenBella). He has published more than 100 articles in such publications as Subscription Marketing, Direct, Business Marketing, Writer's Digest, and Amtrak Express.

Bob's writing awards include a Gold Echo from the Direct Marketing Association, an IMMY from the Information Industry Association, two Southstar Awards, an American Corporate Identity Award of Excellence, and the Standard of Excellence award from the Web Marketing Association. He also taught writing at New York University.

Bob has appeared as a guest on dozens of TV and radio shows including The Advertising Show, Bernard Meltzer, CNBC, and CBS Hard Copy. He has been featured in major media ranging from the LA Times and Nation's Business to the New York Post and the National Enquirer.

What they say about
Bob Bly

"I started down this road of copywriting for direct marketers by purchasing your book. Since then I have made about $50,000 in copywriting fees. I feel a debt of gratitude toward you!"
--Ray Edwards

"I went to Amazon.com and got a copy of Secrets of a Freelance Writer. Wow! ... I loved it! Packed with info. The book had a 'readability' about it that took away all my fears, put me at ease, and made me feel that I wasn't treading on foreign soil. I kept saying to myself, 'I can do that, I can do that!'"
- Ronald J. Rich

"Your books served as a complete reference when I started my own freelance writing business a year and half ago. By following the advice you laid out, I quickly reached goals that I had set for year three of my business within the first year. My philosophy is, if you've written it or recommended it, I want to read it."
- Carla Jahnson

"I own a copy of The Copywriter's Handbook, which is priceless. Thank you for making this information available to those of us on a shoestring."
- Mary Klaebul, Memphis, TN

"I own Secrets of a Freelance Writer: How to Make $85,000 a Year and The Copywriter's Handbook. Both are great. You did a great job of getting to the nitty gritty. I admire and respect what you have done."
- Derek A. Chilcoat

"FYI, you started me off with your tape series on freelance copywriting, and I'm an avid reader of yours."
- Scott T. Smith, Bozeman, MT

"Having read two of your books, Secrets of a Freelance Writer and The Copywriter's Handbook, I am now taking the leap. If not for the strong encouragement of your books, I might not have jumped. Thanks again for the road map that your books offered."
- Eddie Adelman

"I am a great fan and avid reader of your books. When I first started out in this copywriting business nearly ten years ago, your Secrets of a Freelance Writer was my bible (it's so dog-eared, some of the pages are coming apart). You continue to be a great source of inspiration and education."
- John M. Mora, Plainfield, IL

"Thank you for all the books you've written over the years -- I have enjoyed many of them, and profited from what I've learned. I've been reading Become a Recognized Authority in Your Field this past month -- it's helping me really do the things I've always wanted to do."
- Michael Knowles

"I read Write More, Sell More a few years ago and loved it."
- Steve Slaunwhite

"The first time I read your book Secrets of a Freelance Writer I laughed at the fact of picturing myself as a business writer. The second time I read it, I made over $1,000 in a week.I'm laughing for a much better reason now."
- Grady Smith

"I loved your book The Copywriter's Handbook. It has sincerely helped me in my business and is worth every penny I spent on it!"
- Brian Maquire, Portland, OR

"Had I not discovered your Secrets of a Freelance Writer and The Copywriter's Handbook, I would still be a frustrated, unfulfilled hack. Thank you for saving me from that! I appreciate you sharing your knowledge with the rest of us and allowing us to take a piece of the pie. I already love this new career that I never would have discovered without your guidance. Thanks."
- Elizabeth Hanes

"I wanted to thank you for The Copywriter's Handbook and Secrets of a Freelance Writer. Both books are informative and inspirational."
- Ken Harrison

"I have read your books Selling Your Services and The Six Figure Consultant and I really appreciate the wealth of knowledge you have shared in both of these publications."
- Leah Beth Mills, Farmingville, NY

"Thanks a million for my life!"
- Alan Zoldan

"Your books The Copywriter's Handbook and Secrets of a Freelance Writer helped me start work as a freelancer. I can't tell you how many times those books saved my skin and got me confidently through unfamiliar materials. I am very grateful for your expertise and generosity."
- Lorraine Thompson

"One of the best copywriters in the business."
--Michael Meanwell, author, The Wealthy Writer

"Bob Bly is one of the most successful copywriters in the world. I've used his services and purchased a lot of his materials -- and always profited from both."
--Bob Serling, President, Idea Quotient

"Considered one of the best copywriters in the country."
--David E. Wright, President, International Speakers Network

"There's no better copywriter than Robert W. Bly, the man I call the 'King of Copy.' He can teach you more about the art and science of marketing than anyone I know."
--Richard Dean Starr

"20 years ago, when Bob Bly starting teaching copywriting, the field was deeply shrouded in mystery. Now, thanks to Bob, learning copywriting, though still a tricky proposition, is much easier."
--Ken McCarthy

"For over 25 years, Bob Bly has set the gold standard in results-oriented business-to-business writing."
--Roger C. Parker, author, Looking Good in Print

"When it comes to educating his fellow copywriters and marketers, Bob Bly is the master."
--Dianna Huff

"Bly Rules!"
--Murray Raphel, Raphel Marketing

"Mr. Copy."
--Markus Allen, Publisher

"There is no greater authority on business-to-business direct response copywriting then Bob Bly. What impresses me most about Bob Bly is his knack for making things clear and simple."
--Scott Miller

"Bob Bly is among the most accomplished self-employed copywriters in recent years."
-- Steve Slaunwhite

"Bob Bly is probably the best business-to-business, high tech, industrial, direct marketing copywriter in the country."
-- John Clausen