Content creation & blogging support for financial services firms
Financial services professionals know they need consistent content to build trust and attract clients — but between client work, compliance reviews, and market volatility, content is the first thing that gets deprioritized. Whether you're an RIA, mortgage broker, insurance agency, or fintech company, a Trusty Oak EA can keep your blog active, your LinkedIn populated, and your email newsletter on schedule. You stay in control of the message; we handle the production.
200+ tasks completed in this service category across our client base.
How Trusty Oak handles content creation & blogging for financial services firms
A Trusty Oak EA assigned to content creation for a financial services client typically works from a content calendar you approve in advance, drafting blog posts, email newsletter copy, and social content based on topics you provide or that they research using tools like BuzzSumo, SEMrush, or Google Trends filtered to your niche — think tax planning seasonality, interest rate commentary, or Medicare enrollment windows. They'll format posts for your CMS (WordPress, Squarespace, or Wix are common), apply your brand voice guidelines, and flag anything that touches on specific investment advice or regulatory language for your review before it goes anywhere near publish. Your role is to review drafts, approve the calendar, and occasionally drop a voice memo or bullet-point outline when you have a timely angle — the EA handles the rest. Because financial content often requires a compliance checkpoint, many clients build a simple Loom or email review step into the workflow so nothing publishes without a quick sign-off.
What your EA takes off your plate
The biggest mistake financial services professionals make when delegating content is handing off the work without handing off context — your EA needs to know your compliance boundaries upfront, not discover them after drafting. Before your first session, prepare a one-page brief that covers your firm's ADV or licensing category, any topics that require legal review (specific securities, guaranteed returns language, testimonials), your target client profile, and two or three pieces of content you've published that represent your voice. That brief saves hours of back-and-forth and gets you to publishable drafts faster.
Monthly Blog Drafting from Approved Topics
EA drafts 2–4 SEO-optimized blog posts per month on topics like retirement planning strategies, SECURE 2.0 updates, or mortgage rate trends, formatted and ready for your compliance review before publishing.
Email Newsletter Production
EA assembles and writes monthly or bi-weekly newsletters in Mailchimp, Constant Contact, or ActiveCampaign — pulling market commentary, firm updates, and curated links into a branded template.
LinkedIn Content Drafting and Scheduling
EA writes and schedules LinkedIn posts using Buffer or Hootsuite, translating blog content or timely financial news into short-form posts that position you as a credible voice in your specialty.
Content Calendar Management
EA maintains a rolling 4–6 week editorial calendar in Asana, Trello, or a shared Google Sheet, aligning content topics with tax deadlines, market events, and your firm's service offerings.
Repurposing Long-Form Content into Short Assets
EA breaks down whitepapers, webinar transcripts, or recorded client Q&As into blog posts, social snippets, or FAQ sections — maximizing the reach of content you've already created.
Tools our team works with
We adapt to your existing stack — no forced migrations.
Trusted by financial services firms
Trusty Oak supports financial services firms including Dominion Fund Services — handling everything from content creation & blogging to broader operational support.
What content creation & blogging support costs for financial services firms
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Executive Assistants
~$35/hourSpecialists
~$50/hourFractional Executives
~$95/hourStarting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
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Keep your content pipeline moving
Trusty Oak's onboarding includes a Strategic Delegation Plan built around your firm's specific content needs — so your EA starts with context, not guesswork. Plans start at $1,000/month with a one-time $300 onboarding fee.