From Boring to Brilliant: How Financial Advisors Can Create Content That Captivates Their Audience

How do you as a financial advisor create content that connects with your audience?

How do you grab their attention, and encourage them to take action?

By understanding the needs and interests of your target audience and tailoring your content to meet those needs.

Know what doesn’t work? Industry jargon and fluff.

Financial jargon and lengthy explanations quickly turn people off, making it difficult to communicate effectively and build connections. 

That's why it's essential to remove the fluff and get straight to the point with your content.

Here are 10 tips to help you create more actionable content that resonates with your audience:

Start With a Clear Purpose

Before you start writing, ask yourself what you want your audience to gain from your content. Do you want them to learn something new? Take a specific action? By having a clear purpose in mind, you can create content that is focused and to the point.

Image Source: AE Media

Keep it Simple

Avoid using industry jargon and technical language that may be unfamiliar to your audience. Instead, use simple language that everyone can understand. Consider using analogies or real-life examples to help explain complex concepts.

“Keep it short and simple. Less talk, more actions!” — Austin Sabella

Make it Actionable

Provide your audience with actionable steps they can take after reading your content. For example, if you're writing about retirement planning, include a call to action encouraging your audience to schedule a consultation with you to discuss their retirement goals.

“Always working on keeping it shorter and simpler. Less words and more action steps.”David Edmisten, CFP®

Use Visuals

Visuals can help break up long blocks of text and make your content more engaging. Consider using charts, graphs, or infographics to help illustrate your points.

Test and Refine

Use analytics to track how your content is performing and refine your approach based on what's working and what's not. Pay attention to metrics like page views, time on page, and engagement rates to help you optimize your content over time.

Focus on the Benefits

Rather than simply listing the features of your services, focus on the benefits they provide to your clients. Explain how your services can help your clients achieve their goals and solve their problems.

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Use Storytelling

Storytelling is a powerful tool for engaging your audience and making your content more relatable. Consider incorporating real-life stories and examples into your content to help illustrate your points.

Address Common Objections

Anticipate and address common objections that your potential clients may have about your services. By addressing these objections head-on in your content, you can build trust and overcome any hesitations they may have.

Keep it Fresh

Finally, don't be afraid to mix things up and try new formats or approaches with your content. By keeping your content fresh and engaging, you can maintain the interest of your audience over time and continue to attract new clients to your business.

Call to Action

Include clear calls to action and provide specific next steps. This helps your audience overcome any hesitations or uncertainties they may have and take the first steps toward building a long-term relationship with you.

Last Thought

The key to creating great content is to remove the fluff and get straight to the point. By following these tips, you can create more engaging and actionable content that resonates with your audience and helps drive your business forward.

Related: Current Clients Grow Your Business