Financial | Articles | Blog  |Contact  
How a top financial writer and marketing consultant can help
you get the results you want


To: Financial Marketing Professionals
From: Leon Altman

Click arrow to hear message

If you're marketing financial services, you want to work with a writer/marketer who has the capability of understanding your products and conveying your brand image; someone who can write on-strategy, on-message, and get results. I can accomplish all that for you.

A Track Record of Success
My copy and marketing skills were first built working as a writer and creative executive at major ad agencies, including Wunderman; Young&Rubicam; BBDO; DDB/Needham; Saatchi. My work in financial services goes back 25 years and continues today. With my series 7 & 63, I have been able to provide financial companies with an extra helping of inside knowledge. Here are just a few of the companies who have trusted me to meet their copywriting needs:

> Ameriprise Financial
> Countrywide Financial

> Citicorp
> Barclays Gobal lnvestors
> Buyside magazine

A recognized online marketing authority
I have 10 years of success in online marketing. You'll find 70 articles written by me at, the #1 business-builiding portal for advisors. I was one of the chief writers on the launch of iShares. In addition to helping companies market online, I have built my own successful web businesses (e.g.,;

Looking for a writer or Internet marketing consultant who can
understand your products/voice/message and boost your results?

Give me a call at 888-650-9714
or write to
[email protected]

Here are just a few examples and case studies of my work:

Sign up to receive Marketing Tips

Plus: Upcoming update on my FREE Report "Pay Per Click Success for Financial Advisors"
Marketing for Jim Cramer and

I created many campaigns as chief creative marketing consultant for The, headed by Jim Cramer. You may have seen Cramer's TV show Mad Money on CNBC).

Let me take you inside some of the successful campaigns I created. These case studies will show the step-by-step process of creation, the rationale and the creative work that was used. See screen shots of an online tutorial, flash ads, emails, landing pages and more.

Yes, let me see the case studies

Fastest Growing Financial Advisor Company
One of the reasons Ameriprise is growing so fast is its focus on baby boomers.
Ameriprise created a DVD informing boomers about key changes contained in the Pension Protection Act.

I created a campaign to generate leads using the DVD. The campaign included a self mailer and standard mailing selling the importance and urgency of ordering the free DVD. Take a look at the self-mailer. Also look at part of a campaign marketing
IRA Consolidation.

Shaking Up the Insurance Industry

Life settlement changes the game for life insurance. It’s a win-in for financial advisor and plicy holder. The marketing pieces I wrote and supervised helped NAF Funding, a leading company on life settlements, get the word out to policy holders and financial advisors. They included direct mail, a training manual, a video for cable TV and the web, and a video segment for PBS

Beating the control by 300%
Created an email sales letter for Growth Report. The strategy entailed using a bonus report on China stocks as the hook to sign up for a trial subscription of the investment newsletter. Sign-up included filling in credit card information. According to the Marketing Director my sales letter beat the control by 300%. Take a look - click investment sales letter
The Most Successful New Financial Product Launch
I was part of the team chosen to launch iShares by Barclays Global Investors. As one of the lead writers and strategists, I wrote many sections of the iShares website. The website had two main tracks: One to individuals, the other to financial intermediaries, such as stockbrokers and financial advisors.

The task was to clearly educate these audiences about a whole new investing tool. The other part of the task was to market the benefits of ishares. It turned out to be the most successful new investment product launch in the past 15 years.
Marketing High-Ticket Investment Services
When you're marketing an expensive, technical investment service, you need to give a lot of details. I created this lengthy landing page for The Chartman knowing I had to offer strong reasons and support to convince potential customers. I also created provocative ads to drive traffic to this page. To see the landing page, click here (then click on bottom-right icon when it appears to enlarge)
An Asset Allocation Workbook That Really Works
When Citicorp decided to use an asset allocation workbook to attract propects to their investment services and engage them in the investing process, they turned to me to write the workbook and supervise much of the design.

One of the key things I did was to create stories as examples of asset allocation choices; stories of people and families at different stages of life. It was an engaging way to illustrate what they needed and what kind of asset allocation Citicorp might recommend to help them achieve their goals.
When Countrywide Was King
Before Countrywide Financial got caught up in the subprime mess, they were the most formidable marketer of home loans. They developed numerous products to address the needs of different home owners at different stages in life. I created a wide range of response driven vehicles to increase business for these niche products, including writing direct mail, email, and landing pages..Countrywide sample
Building a Gold Rush
I created and tested a number of pay-per-click campaigns for this successful online gold investing newsletter. The winning campaigns demolished previous click-through-rates, driving more traffic to the sign-up page. See The Gold Report.
Pay-Per-Click Success
Being able to create high ROI pay-per-click ads synchronized with landing pages that convert well has become essential to online success. Here, I created a highly effective pay-per-click campaign tied to a powerful landing page for a real estate ebook I wrote.This  campaign helped me sell over 1,000 ebooks (as well as created a targeted list) in a short stretch of time. To see one of the landing pages, click here.
Search Engine Optimization Services that Pay Big Dividends
SEO is a big stew, with a range of ingredients: There's on-page optimization, including choosing the right keywords, smart use of meta tags, and effective internal link structure. Then there important off-page factors, such gathering relevant, one-way quality links. The trick, if you can call it a trick, is using and mixing on and off page elements together in just the right way..

That’s what I did here for the website I blended it all together so that the site ranked number 1 on msn and reached the top 10 in google for the highly desirable keyword phrase - "smallcap stocks."
Optimum Opt-Ins
Getting people to opt-in may be the most important step in creating customer relationships online. By creating a demand to read an article, I quadrupled the previous conversion rate, resulting in thousands of new opt-in leads for this investment newsletter.
To see opt-in page, click here
These are just a few of many client success. And here is what some of my clients have to say:

"Do yourself a favor, hire him today (unless of course, you're one of my competitors)."

"Leon's very first copywriting assignment with us beat our long-standing control piece by 3X right out the gate. His understanding of our target audience, insights on what makes great copy, and ability to turn around the project on-time have me coming back for more. Do yourself a favor, hire him today (unless of course, you're one of my competitors)."

Lee Campbell, Director of Products & Marketing
Business Financial Publishing
Growth Report, Rising Star Stocks, Top Stock Insights

"If you run a business and want it to really grow, he's the person
to go to."

"I've worked with Leon Altman for many years. He helped me build my successful financial magazines from the ground up. His direct marketing programs, sales letters and ideas were the foundation of their success. Now his online and offline expertise are vital to building my new businesses. If you run a business and want it to really grow, he's the person to go to."

       - Gordon Holmes,
   Founder of The Gold Report, Buyside Magazine

"...a terrific writer (and) exceptional conceptual thinker."
"Not only is Leon a terrific writer but he is also an exceptional conceptual thinker. As a designer I always appreciate working with someone who knows how to integrate design, concepts and copy to make marketing communications more powerful."
        - Leo Zanis
         Art Director, Ameriprise account at Saatchi Advertising

"If you want your next marketing project to succeed, call him."
"I've worked with Leon for a long time. Not only is he one of the best copywriters in the business, but his concepts and strategies are always on the money. If you want your next marketing project to succeed, call him."

 - Tony Garzio,
         President, direct marketing agency for Countrywide Financial    

"His ...writing ... and overall marketing savvy have been indispensable."
"I've been in charge of marketing for a number of companies in my career. And I've called on Leon Altman to help market every one of them. His concepts, writing, originality and overall marketing savvy have been indispensable. Even if you have a whole marketing department at your disposable, I would still call on his services, because of what he adds to the business."

       - Whitney Vosburgh,
         CEO, Whitney& Co., a strategic branding firm;
         Former VP Marketing for

". . . his sales copy brings in lots of highly qualified leads
and more customers."

"I love working with Leon. He comes up with tons of terrific ideas and concepts. And his sales copy brings in lots of highly qualified leads and more customers.

      - Masoom Khan,
         Designer for

"He has the sharpest creative marketing mind I know."
"I've called on Leon Altman's creative services and marketing advice for over 12 years. He has the sharpest creative marketing mind I know.

       - Michael Kirner
               Former marketing director for MaceRich; and
               Frank Howard Allen Realtors

Let's talk about your writing and online marketing needs.
Give me a call at toll-free 888-650-9714
or write to
[email protected]

Getting a better ROI from your marketing materials
I can help you get more out of traditional marketing and communications materials, from direct mail
to brochures and collateral. I can also help you get more out of the vast array of new online venues. Conversion is a process, not an event - and so is much of online marketing. I can make sure that each part of the process works with the other.

For instance, pay-per-click advertising can help you reach new prospects, but
without the right landing pages, you have little chance of converting a clicker into a lead.
And to further increase conversion, you need to make an offer - a report, teleseminar, webinar, etc.

Here are some of the marketing tools I can make work for you to increase leads, conversion and sales:

- Website content
- Editorial content

- Direct Mail
- Landing pages, sales pages, minisites, order pages - (Landing Page Tip)
- Pay-per-click campaigns
- Email marketing, opt-in pages, autoresponder series, etc.
- Search Engine Optimization (SEO Tip)
- Ads, banners, buttons - flash and static
- Business Blogging (Blogging Tip)
- Local Search (new video coming soon)
- Product creation
- special reports, videos, teleseminars, webinars, etc. (Teleseminar Tip)

Let's Talk
Let's talk about your project.
Write me at [email protected]
Or call me toll-free 888 650-9714

To Your Success,

Leon Altman
Writer/Marketing Consultant

P.S. Don't forget to sign up for a FREE Tips Report on the upper right column.
You'll be notified of the upcoming update of my Special FREE Report on
Pay Per Click Success for Financial Advisors
Plus, you'll receive notice when my video - How Financial Advisors Can
Take Advantage of the Power of Local Search
- is available and you'll be
able to access it for free.

© 2007 All Rights Reserved      Privacy