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Every mover needs a shaker

Content marketing for RIAs and CPA/PFSs

 

Every mover needs a shaker

Content marketing for RIAs and CPA/PFSs

 

Shake It Up

Your job is more important than ever. Your clients need to know they can trust you. Content is how you build relationships and trust. Whether you need a little help writing your bio on your website or you want someone to translate your ideas into blog posts, email newsletters, and social media updates, our content marketing services are made for you.

Specifically designed for RIAs and CPA/PFSs, we create the content to connect you with clients so you can focus on doing more of what you love.

We Live For

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   Website Copy.

 

 

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   Social Media Profiles.

 

 

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   Articles & Blog Posts.

 

 

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   Newsletters

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All of this is created in your brand voice, so you can connect with and convert prospects. Services for independent Registered Investment Advisors (RIA) and Certified Public Accountants/Personal Financial Specialist (CPA/PFS).

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If you’re not ready to book a call but have questions about our services, feel free to email us at erica@theworthproject.co.

Hello

Our Mission

Is to help RIAs and CPA/PFSs create content marketing and messaging that connects and converts qualified leads

Our Vibe

Imagination and creativity, grounded by a CPA and Professional Engineer. We dream up a plan, with you, then do it. Our excitement comes from creating unique messaging in your voice.

Our Essence

At our core, Erica and Jordan operate on inclusivity, imagination, and working smart to create a positive impact.

Our Promise

Not just to write expertly crafted marketing content, but to work with you until we are confident it will connect with your ideal client.

Erica Gellerman

Erica Gellerman

Founder

With her CPA, MBA from Duke University, and experience in brand management at P&G, Erica combines analytical thinking with a love for getting the message right. You can find her work on Forbes, Money, Business Insider, and The Worth Project (a personal finance newsletter that has an industry crushing 45% open rate and 15% click rate. Weekly.).

Jordan Fromholz

Jordan Fromholz

Founder

With over a decade as a professional engineer managing multi-million dollar projects, Jordan brings the analytic rigor and project management expertise to keep all of our jobs running smoothly and optimized to boost our clients’ bottom lines. He’s also collected some letters after his name, including his Professional Engineering license and his MBA from Duke University.

Ready to be heard?

The Worth Project Consulting

A boutique copywriting and consulting company. We work with independent RIAs and CPA/PFSs to create expertly crafted content to connect you with prospective clients.

2018 Gellerholz, LLC