Content Marketing Tips for Financial Advisors
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Content Marketing Tips for Financial Advisors

Content Marketing Tips for Financial Advisors
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How to use content marketing to reach your goals as a financial advisor.

You don’t have to be a marketing expert to use content marketing – here’s how to use it to grow your financial advisor business.

Content marketing is the heart of modern marketing. It is more than just catchy jingles on the radio or ads in the phone book. Content marketing seeks to educate customers to help communicate and connect with them and can take many forms including:

  • Blogging
  • Social media
  • Whitepapers
  • Infographics
  • Case studies
  • Email campaigns

These materials give customers resources and a deeper understanding of your product or service and how it can solve a potential problem in their life or business. You might think that as a number-savvy financial advisor that content marketing is out of your reach, but content marketing doesn’t have to be complicated. Here are some ideas to use content marketing for financial advisors’ businesses.

Use Your Expertise

Chances are, you have a lot of answers to your customers’ financial questions. If you have received the same questions from people repeatedly, start by creating some content that answers those questions. You can host this as an FAQ page on your website or send it out to new and prospective customers through emails or in printed welcome kits. By using your expertise and knowledge, you can entice customers into using your services and begin to build trust.

Collaborate with Writers

If you’re doubting your ability to create good financial planning content but know that your knowledge is solid, you can make it a team effort. Social media content for financial advisors and content like blogs, white papers, and other pieces, might be developed more effectively if you hire a freelance content or marketing writer and work with them to create solid content pieces that utilize your knowledge and their writing skill set. Plus, when you collaborate with additional people, you instantly grow your network, which can help you get more eyes on your content and earn you more potential clients and leads.

Or Don’t Write at All

Content can be almost anything that’s informational, relevant, and engaging. If the idea of writing blog posts and white papers doesn’t appeal to you, consider hosting a financial literacy podcast or do a video FAQ series. Content marketing isn’t limited to writing, so when it comes to financial advisor marketing ideas, don’t feel limited.

Curate Content

Not all content marketing has to come directly from you. You can curate quality content from other sources and mix that into your content marketing strategy. If you know of other resources, like good financial services blogs, don’t be afraid to call out these sources on your own social media. This can help you grow your network of financial content providers and offer quality content to your customers.

Establishing yourself in the market as a new business can be difficult, and planning your financial advisor marketing strategies can feel overwhelming when trying to decide what to spend budget and energy on. When establishing a marketing plan for new financial advisors or financial service businesses, make sure you include content marketing. It’s a great way to connect with customers, share how useful your services could be, and grow your business.


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Marianne Chrisos
Marianne Chrisos
Born in Salem, Massachusetts, growing up outside of Chicago, Illinois, and currently living near Dallas, Texas, Marianne is a content writer as a company near Dallas and contributing writer around the internet. She earned her master's degree in Writing and Publishing from DePaul University in Chicago and has worked in publishing, advertising, digital marketing, and content strategy.

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