finance marketing strategies that actually work
human
Let’s put the human back into finance. We deliver content that sounds like you’re having a conversation with your clients — but better.
reliable
Give yourself an upgrade from the flaky freelancers. We believe in deadlines around here, so you get projects on time, every time.
strategy-driven
Market your business purposefully — in a way that aligns with your brand assets, your ideal clients, and your plan for growth.
attract more high-quality clients with results-driven marketing
You want to guide your people, but you also want to get paid.
To do that, you need to work with a marketing agency who gets your people — and their finances.
we’re moneta, and we’re invested in your growth.
Financial advisors, coaches, and other pros are some of the hardest-working folks around.
✅ you put in long hours
✅ you provide high-quality service and solutions
✅ you solve complex problems
✅ you manage clients’ fears + anxieties about money
✅ you transform lives
You do all this because you want what’s best for your client.
And we do what we do because we want what’s best for ours.
To keep attracting the kind of high-quality clients you want, you need personal finance copy and content that actually converts.
These days, even referral-based growth strategies demand more than a simple online presence.
When your current clients spread the word, their friends and family will Google your name before they call.
If they can’t find you — or if they’re less than impressed by what they find — they probably won’t be booking that discovery call.
stop relying on infrequent referrals to grow your business.
Right now, most of your new business likely comes from referrals. But to own your growth and impact, you’ll need to move beyond a referral-based system.
Because here’s the thing: You shouldn’t have to rely only on referrals for solid leads.
instead, elevate your online presence with quality personal finance content.
Keep referrals coming in.
Turn browsing readers into loyal clients.
And amplify your impact.
Because word of mouth alone isn’t going to build your business.
You are.
Stop passively waiting for referrals and invest in the content and copy your business needs to help good-fit clients find you — and then book your services.
you chose your niche because:
☝️ You’re passionate about your clients and their goals, fears, and opportunities.
✌️ You know your zone of genius and you know you can help your clients.
We’re the same.
Financial advisors, coaches, and other finance industry pros do some of the most transformational work on the planet. (We’re kind of your biggest fans.)
We’ve got the wordsmithing, research know-how, and marketing genius to get you connected with the clients you love to serve.
“Moneta Copy is fabulous and totally worth the investment! They are timely, professional, and are able to clearly write in my tone of voice for my audience. Very responsive, I can’t say enough great things. Great partnership with developing my brand. Collaborative, great listener and thinking partner. I feel so much more confident in my messaging that I put into the world about AncHER.”
– Khiara Cureton, Founder + President of AncHER Co.
how we help your business grow
content strategy plans
No matter your project, we recommend starting with a dedicated strategy that includes voice of customer research, SEO keywords (if applicable), brand voice investigation, and growth goals.
done-for-you deliverables
Need a website, lead magnet, email sequence, or ongoing content? Our special sauce is to deliver copy and content that converts while also being optimized for search engines and their ever-changing algorithms.
corporate contracts
Are you a leading industry publication or platform with high-volume needs? We have experience fulfilling contracts of 50+ articles a month. Did we mention we’ve never missed a deadline? 😉
TRUSTED BY
“For the past two years, we've had the privilege of partnering with the agency's exceptional copywriting service, and it has consistently exceeded our expectations. They have adeptly delivered weekly articles for our expanding blog series, consistently meeting deadlines and maintaining our brand voice. Their dedication, creativity, and strategic approach have made them an invaluable asset to our business growth journey. Their expertise in crafting compelling and engaging content, seamlessly integrated with SEO and keywords, has played a pivotal role in boosting our online visibility and driving organic traffic to our blog platform.”