How To Create a Financial Advisor Blog In 5 Steps

Written by: Samatha Russell

Whether advisors want to boost their SEO, increase site traffic, or generate leads, blogs always help. In fact, 69% of businesses say that their blogs are what gives them the most lead generation. In addition, 60% of companies that blog see higher customer acquisition. These are just some of the reasons that you see so many financial advisors starting to add blogs to their regular content schedule.

For that exact reason, we’ll be showing you the best way to create a financial advisor blog. Including the type of content you should look into writing, what to do when publishing, and much more. Blogging can take a lot of work, but as you continue to write, it will become more natural to you. Sometimes a few tips are all you need. Let’s jump in.

1. Name Your Blog (If You Want To)

With so many financial advisor blogs out there, ideas, titles, and content are bound to overlap. What helps you stand out from the competition is having a blog that reflects you as an advisor and a writer. When blogs first started popping up in the advisor industry, writers didn’t have to worry about having that extra oomph to help them stand out. But today is different. That’s why we recommend you have a title for your blog. Something that grabs the attention of readers or reminds them of your brand.

If you’re having trouble coming up with a name for your financial advisor blog, use the following for inspiration:

  • Your audience; What type of title would attract them? Are there common phrases they use that could be turned into a title?
  • Your tone: Should your title be more serious or playful?
  • Your goals: What’s the objective of your blog? Can you connect that to your title?

For example, at FMG, we wanted to give our blog a simple name to communicate its purpose and set it apart from the rest of our site. The title “Insights” fit these goals.

insights fmg online blog

2. Find Your Blog’s Voice

The voice of your blog is crucial as it represents your business and your brand. While some advisors will look to create a more serious tone, others might want to be more light and playful. Figuring out your voice is important for setting the stage for all your blogs to come.

Your job should be to find a voice that fits your company. If you’re curious about how to find the right voice for your financial advisor blog, take into account the following:

  • Your audience: What kind of advisor do they want or do they expect?
  • Your own feelings: What kind of blog do you want to run? Serious, playful, casual or somewhere in between?
  • Established brand voices: If you’ve already established a brand voice, do you want your blog to support it or use a different approach?

Money Maven Financial offers a great example of a voice that’s identifiable and consistent. The use of emojis and conversational language makes reading the blog feel more like you’re speaking with a friend:

Money maven online blog

3. Select Topics for Your Blog

Before you can write a blog, you need to select a few topics for it. That can involve picking an important topic related to your business, finding out what’s trending at the moment or seeing if there are any important updates in the industry you think your audience should know about. The great thing about blogging is that anything can be turned into an article if you’re willing to put in the effort. And selecting topics ahead of time can help you plan content a little easier.

Here are a few ways to select topics for your financial advisor blog:

  • Audience interests: Like our last three steps, your audience should always be considered.
  • Personal passion: If you’re not interested in what you’re creating, it will show
  • Industry trends: Look at what’s relevant at the moment and offer your opinion.
  • Branding topics: Is there anything you can relate to financial services to make topics easier to understand?

For example, Peabody Wealth Advisors uses March Madness as an opportunity to discuss investing, leveraging a timely and popular topic to clarify investing practices, making the information both entertaining and memorable.

Peabody wealth advisors blog topics

Coming up with blog topics shouldn’t be hard, and it doesn’t need to be. As long as you take into account what your audience is looking for, there are thousands of ideas for financial advisor blogs, regardless of specialty. If you can, make a list of topics you’re interested in covering and save them for future blogs. What might not work at the moment might come into play later.

Having trouble selecting the type of content you want to create? Check out our content solutions, where we offer authentic, timely emails and social posts, market commentaries, videos, blogs, lead generation & client engagement series.

4. Create an Outline for Each Article

Your blog is built, and you know the voice you want to use and the categories you would like to cover. But before you dive in to write, there are a few things you will want to include in each post to get more out of your SEO.

Always Use Keywords

Keywords are a crucial element of SEO. As search engines use the keywords within your blog understand its focus. Important keywords should be used within your blog, but be sure to only use them when it adds to the blog. Using keywords just to add them is called “keyword stuffing” and can lead to negative SEO outcomes. Not sure what keywords to use or how to find new ones? This blog can help.

Build Your Outline Using the SERP

The search engine results page (SERP) is the list of websites that appears when a specific query is typed into a search engine. For example, searching “financial advisor” on Google. Once you’ve selected a keyword for each article, it will be important to check the SERP by reverse searching the keyword, as the top results in a SERP can give context into what ranks. For example, if we search “financial advisor” the following two articles from Forbes and NerdWallet appear at the top of the results, letting readers know how to choose a financial advisor. This lets us know that top-ranking articles focusing on the keyword “financial advisor” should answer this question. Therefore, any article written with “financial advisor” as the primary keyword should do the same.

Financial advisor keyword serp example

In many cases, there will be several takeaways from a SERP. Returning to our example above, beneath the listed articles was a map with several local businesses, letting us know that someone searching “financial advisor” might also be looking for one nearby. As you write your content, take these elements into consideration, and write down any takeaways from the SERP for your selected keyword.

Add Internal Links

Internal links are important to the health of your blog as they connect everything on your website/blog together. Using specific keywords and phrases to link to related pages is important for SEO. For example, let’s say you’re writing a blog about trending topics, and retirement comes up. If you have another blog talking about retirement, then use this section to link to it.

5. After Publishing a Blog

Congrats! You’ve published your blog, but your work isn’t quite over yet. There’s still a little more to do. Once you’ve added your blog to the internet for all to see, boost your blog’s success by:

  • Share it on social media for your followers to see
  • Distribute via email or text
  • Continue to check in on the blog and see if any improvements can be made
  • Return to the blog in the future and see if any optimizations can be done

Fmg blog article tweet

You’ve done it! Your blog has successfully been published. Keep it up. We look forward to seeing what the future of blogging holds for you!

Related: 7 Examples of Financial Copywriting From Real Advisor Websites