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What value do I add?
Thinking
I'm a consultant by training. Over fifteen years, I've honed my ability to use and develop frameworks to solve complex problems, and communicate with clarity and precision.
Experience
I come from the financial industry. My focus has been working with, in, and for financial firms for over a decade. As a CFA charterholder, I also have a firm grasp of investing fundamentals.
Wordsmith
Educated in Classics at Oxford, I learned to approach language as a science as well as an art form, and especially how to use words to inform, persuade, and delight.
My past worked featured in
"Good writing is an illusion: what people call good writing is actually good thinking."
- Paul Graham
Why work with me?
Simplify the complex. I am motivated by difficult problems and ambitious deadlines. I enjoy the process of breaking down complex topics into their essence, and rebuilding them into a compelling narrative that is concise and clear, whilst honoring the nuance.
Get results fast. In our initial conversation about your goals, you can give me as much - or as little detail - as you like. Then I will start writing. It's unusual for a first draft to take more than 2-5 days. My consulting days primed me for speed and old habits die hard.
Exceed your objectives. Perfectionism can be a potent force when appropriately constrained by time and budget. Whatever your goal, we can create the words to get you there, and just that little bit further.
Case studies
Book
A Matter of Time: Principles, Myths & Methods for the Hourly Financial Advisor
White Paper
New Frontiers in Wealth Management: How advice firms can ensure long-term survival in a changing world
Report
"Are Financial Advisors Worth It?" A Survey of US Consumers
Article
Financial Planning Magazine: A price model that fits clients (and advisors)
Knowledge Base
Strategic Content Creation: Middle Eastern Wealth Management Firm
What do you need?
Short-form
Content
Life keeps happening, markets keep moving, and the need for content never stops. Neither will we.
Blog Posts
Web Copy
( i.e. landing page)
Presentation
Thought
Leadership
Whether it is a specific target you have in mind, or the world in general, we'll get the word out.
White Papers
Deep-dive Articles
Multi-part Education Series
Books &
E-Books
Some ideas only fit into a book. Don't have 100 spare hours in your calendar? That's what I'm here for.
E-books
Full-length Books
Factors that affect timeline
Decrease Timeline
Clear Briefs that define the scope, audience and goal
Detailed Structure with flow and main conclusions already defined
Research Source Provided with most relevant links / articles for piece in hand
Extend Timeline
Research that requires locating data or extensive reading
Iterations that require multiple refinements or alternative reworkings
Direction changes that require fundamental alterations to the request or concept
Blog
View All Posts
The Marketer's Dilemma
Is creating standout content worth the effort? It depends on what you get out of it. Which is (happily) within your control.
Tokenizing Time
Tokenizing time as an immutable on-chain asset aims to enhance labor market liquidity and fairness, though its efficacy remains to be proven.
WealthTech3: A Confluence of Needs
When assets are as liquid as capital (the ‘DeFi Matrix’ being the term coined to describe this phenomenon), the opportunities - and complexities - of wealth management will multiply, creating a stronger need for expert advice.
FAQs
What is your process in more detail?
There is no definitive approach that works for all engagements, but typically we will follow a process that includes:
A phone call to define/refine the scope
An initial share of data or materials from your side
An initial draft from my side
Feedback and iterations
Payment by weekly invoice via bank transfer, PayPal or Stripe.
The best place to start is a 30-minute call (no charge) to align on what the goal is and whether I am the right partner to help you with it.
Remind me, why would I hire you specifically?
With a background in consulting, my value-add is as a thinking partner as well as a writer.
That means I can help you not only articulate a message, but refine it based on first-principles thinking. This is useful in a rapidly moving industries (including wealth management, but also fintech and web3) where there are no 'best practices' and the players must constantly adjust to shifting fundamentals.
If you're not sure what you are looking for, let's have an initial conversation.
What time zone do you work in?
I am based in South Korea (GMT + 9) but I am available from 2pm Eastern / 11am Pacific for calls in the US.
Do you have any other niches?
In addition to wealth management, I also work with fintech and web3 firms. If you are looking for services in either of these areas please visit this site.
How do you charge for projects?
I charge a rate of $175 - $300 per hour. The hourly rate depends on the project complexity (more complex --> higher rate). The total cost will depend on the length of the piece we are creating (longer deliverable --> more hours). I charge on an hourly basis because, I do bespoke work in complex subject areas. Each piece is unique (not based on a template) and has its own unique price.
How do you handle revisions and feedback?
The project ends when you are satisfied. In some engagements, iteration can be where the value resides.
What is your turnaround time?
An article, post, or web copy deliverable is normally ready within 2-5 days, and 24hr turnaround is also possible if the need is urgent. For longer pieces, you can expect a first draft within a week and a half.
Have a project in mind?
