Hey, it’s Brooks. Welcome to Mondays with Money Marketers, where Wall Street meets Madison Avenue.

As a quick reminder: We’re an email marketing agency for financial service firms. We use email to drive leads, increase conversion rates, reduce churn, and boost your bottom line.

We taught ourselves how to do everything above by growing our own newsletter, The Street Sheet, from 5,000 subscribers to 160,000 subscribers (and counting).

We then took what we learned and started helping companies like J.P. Morgan, SoFi, Empower, Benzinga, and more with their email and content marketing.

Every Monday, we share tips and tricks we’ve learned that you can implement yourself.

Before we dive in, here's a link to my calendar if you'd like to discuss how we can help you generate more business.

In today’s edition:

• How we find great finance writers (so you don’t have to)

• The #1 Fintech Marketing Strategy for Lead Generation

• How RIAs Are Approaching AI Use In the Absence Of Formal Regulatory Guidance

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LINKS WORTH A LOOK

💱 Fintech

• The #1 Fintech Marketing Strategy for Lead Generation (Hello Operator)

• The Power of Content Marketing for Fintech Lead Generation (EvenDigit)

• Fintech Marketing: 13 Proven Digital Strategies for 2025 (Ninja Promo)

💼 Wealth Management

• How RIAs Are Approaching AI Use In the Absence Of Formal Regulatory Guidance (CityWire)

• Report Details Opportunities For Advisors Amidst Growing Women-Controlled Wealth (McKinsey)

• 4 Questions To Discover 'Actual' Risk Tolerance Differences In Couples (Nerds Eye View)

🤔 Street Sheet Features

• There's only one way to land a new job these days (The Street Sheet)

• The next generation of gaming consoles is Switched on (The Street Sheet)

• 3 ways to play the declining US Dollar Index (The Street Sheet)

DEEP DIVE

How We Find Great Finance Writers (So You Don’t Have To)

Finding a good financial writer is hard. Finding one who actually shows up on time, gets compliance, and understands market nuance? Even harder.

It’s one of the biggest complaints we hear from firms that come to us. They’re either doing all the content themselves or bouncing between freelancers who just can’t get it right. We get it. When we started building The Street Sheet, we struggled too. Great finance writers are rare, and the ones with the right tone, accuracy, and speed are even rarer.

But after years of trial and error, we built a vetting and training process that works. One that filters fast and finds the writers who not only know markets, but can also communicate them clearly and consistently.

Where It Starts: A Precise Job Post

We don’t rely on vague job descriptions or recycled LinkedIn posts.

Our writer recruitment begins with a highly specific job post that outlines exactly what we’re looking for, what type of writing, what topics, and what turnaround times. This sets the bar early. We only move forward with candidates whose resumes and experience match what we’re after.

Once we identify a potential fit, we don’t schedule an interview. We test them.

The Writing Test: Real World, Real Time

Here’s what we send every candidate:

Thanks for your interest in working with us at The Street Sheet and our agency, Money Marketers. To see if we’re a good fit for each other, we’d love to have you complete a short test assignment. Here’s what we’re asking:

Step 1: Pick a day next week
Choose one weekday that works for you and let us know in advance.

Step 2: Write a 300-word Market Summary
By 4:30pm ET that day, send us a 300-word summary of the U.S. markets and major macro/stock drivers. Treat it like a quick, high-quality daily read for a retail investor audience.

What we’re looking for:

• Subject matter knowledge – Do you understand what’s moving markets and why?

• Voice and tone – Can you strike the right balance between institutional insights and retail-friendly delivery? Think: sharp, digestible, conversational.

• Punctuality – We need to receive it at or before 4:30pm ET on your selected day. If the summary is delivered late, we won’t be moving forward.

Let us know which day works best and we’ll get you slotted in.

Simple. Realistic. And telling.

This test weeds out anyone who isn’t serious, anyone who doesn’t understand markets, or anyone who can’t hit deadlines. It’s pass/fail, and only writers who receive approval from 3 out of 4 of our internal editors move forward.

Next Phase: Internal Work at The Street Sheet

Writers who pass the test don’t jump right into client projects. First, they write internal content for our own brand, The Street Sheet. This is where we really test for reliability, responsiveness, and consistency.

• Do they meet every deadline without being chased?

• Do they improve based on feedback?

• Can they turn complex financial stories into clear, engaging reads?

The Street Sheet is our training ground. Writers prove themselves here before we consider them for any client-facing work.

Only the Best Make It to Clients

Once a writer has proven themselves on internal content, then—and only then—do they start writing for our clients. By that point, they’ve submitted multiple pieces, worked with our editorial team, absorbed our brand standards, and shown they can write with accuracy and speed.

For our clients, that means peace of mind. You’re not getting a random freelancer. You’re getting a vetted, trained writer who understands markets, knows how to speak to your audience, and has already passed through multiple filters.

Why This Matters

Vetting writers takes time. Training them takes even more. Most firms don’t have the bandwidth to do this right. They need content now, but don’t want to risk outsourcing to someone unproven.

That’s where we come in. Our job is to take this entire burden off your plate. We’ve already built the pipeline, done the filtering, and refined the workflow. You get quality content from a trained writer who’s been battle-tested.

Let us focus on hiring, training, and editing—so you can focus on building your firm.

AD SPOTLIGHT: KIT KAT