10 Blog Posts To Write (That Your Clients and Prospects Will Actually Want to Read)
Samantha Russell
Chief Evangelist at FMG Suite | Marketing + Finance+ Tech | Investment News 40 Under 40 | WealthManagement.Com “10 to Watch” | ThinkAdvisor Luminary. Follow me for marketing strategies to grow your advisory firm ??
We'd much rather read an article on how a financial advisor created their own family budget than a generic "how to create a budget" article that reads like a college lecture.
Research has shown that the more you share about yourself online (through blog posts, being active on social media and participating in online discussions), the more others will come to feel as if they know you and will be more likely to feel that they "like" you (see: how financial advisors can use the mere exposure effect to attract more clients).
You can nurture this even more if you go one step further and don't share a bit of personal information about yourself. Write blog posts or articles that include personal anecdotes and stories, which open the door to building rapport and allowing prospective clients to find things about you that they might share in common.
Website Analytics show that the most-read blog posts on advisors' sites are those that include personal information and stories.
We know that consumers make choices based not just on services, but based on who they ultimately think they’d enjoy working with; and posts filled with personal stories and anecdotes also serve the important purpose of allowing others to feel they are "getting to know us".
However, it can be hard to know where to start. To keep you from staring at a blank word doc, here are ten blog post ideas to get you started:
1.) “Meet the Team”
A “meet the team” post is essentially a blog post that revolves around a Q&A session with you or one of your colleagues. Sharing a glimpse into that team member’s life allows your readers to get a better understanding of the individual and who they are as a person. For example, some questions the team could answer are:
- What gets you up and going every morning?
- Where is your favorite place you’ve ever been on vacation, and why?
- What books are on your nightstand?
- What inspired you to become a financial adviser?
2.) “5 of My All-Time Favorite Books”
Any favorite books? Articles? TV Show Commentaries? The information we are drawn to and consume says a lot about us. Listing these out in a blog post allows readers to get a sense of who you are, and gives you a great talking point. Sharing this post on social media and asking others to share their top five favorite books also fosters discussion—and you may even reach a new audience of prospective clients.
3.) “Financial News I Read Every Day (That Is Worth Your Time Too)”
Similar to example No. 2, you can share the financial news you read to keep up with daily events. Although it is more geared toward finance, this is still a great way of connecting with your audience because it shares a glimpse into your interests and fosters a sense of care. You are staying up-to-date and educated on behalf of your clients—and this blog post would show that.
4.) “A Peek at Our Own Family Budget”
In this type of post, you can share a glimpse into how you and your family budget and save, and the trade-offs you make personally. For instance, you may want to specifically gear toward a scenario like: “Simple Do’s and Don’ts to Saving for a House” if you are building a client base of millennials. You can discuss the uphills, the downhills, the peaks and the trials to budgeting. We are all instinctively drawn to seeing how others live and these types of post naturally pique our interest.
5.) “A Conversation with a Current Client”
For this type of blog post, talk to the client in advance to get permission and ensure them they will remain anonymous. Essentially, this blog post should let prospective clients know the type of situations you and your firm deal with when it comes to handling clients and their financial situation. For instance, you might have a series of “Conversations with a Client”—one client in their 30s, one in their 40s, etc.—that revolve around the biggest questions clients have in those age groups. Or your approach could be “Conversation with a Client Business Owner,” etc.
6.) “My Family Vacation”
Have you taken a recent vacation? Talk about how you handled the budget for vacationing, along with friendly travel tips. For instance, you may have some great recommendations for the resort you stayed at, or the beaches you visited. As we all look forward to our vacations and usually spend a good deal of time investigating which locations/resorts/experiences will be the best value and most interesting, your readers will appreciate your own tips.
7.) “Budgeting for Big Life Events”
With weddings, holidays and many of life’s big events, money is always an important factor. In this blog post, you might share how to effectively save and budget for such events. Because the post will be in real-time (especially with holidays) your chances of getting more reads are definitely higher. For example, a post titled “Budget Friendly Tips for Holiday Spending” around November is sure to get many reads!
8.) “The Top 5 Tools I Use to Run My Business (That are Worth Every Penny)”
In this post, you might share the tools you use to run your business. Are there any tech tools that you couldn’t live without on a daily basis? Perhaps there is a scheduler app to schedule appointments? Or you might use Google Drive to share documents? By sharing your top tools, your readers can get a glimpse into your daily practice and immediately feel more connected with tools they may even potentially use themselves.
9.) “How I Save Money Every Day in the Simplest Ways”
Do you cut back on your daily Starbucks coffee and make your own at home? Do you pack your lunch instead of ordering out? Share a glimpse into your daily spending habits, and how your small trade-offs result in large savings. This type of post provides inspiration to your reader, where he or she may even begin to pick up your own smart saving habits. And since you often ask your own clients to track and take note of their own spending, this is a great “practice what you preach” post.
10.) “How I De-stress from the Financial Markets”
Being in the financial industry is isn’t always easy. With fluctuating markets and worrisome clients, it can even be extremely stressful. What daily rituals do you practice to stay at peace? How do you de-stress? Similarly to No. 9, this type of post can also provide plenty of inspiration to your readers, who may also have high-stress jobs.
Get in the habit of sharing more often (and using more personal anecdotes), and you'll be pleasantly surprised at how many more clients and prospects feel they can relate and want to connect. Happy Writing!
Certified Financial Planner & CEO, Helping clients plan for their future for over 37 years
6 年Great article!!
Empowering Executives, Entrepreneurs, and Small Businesses to Reduce Taxes ?? and Grow Wealth ↗?| Austin 40 under 40 , Dad, Insatiably Curious??, Love ???? | Podcaster & Speaker?? D.A.M. & Exit Planning Forum
6 年Phenomenal ideas ??
Salesforce Customer Success Leader | Director, Customer Success Management
6 年Love this.