5 Steps to Create a Financial Planning Ebook to Get More Email Subscribers and Grow Your Business

Ever visit a website with a simple question in mind and end up downloading their free guide on how to do something that you’re actually interested in learning?

You’ve just experienced the power of a “lead magnet” in marketing lingo. A lead magnet is often something like a free guide, an ebook, a worksheet, or a video training. It promises to provide something valuable in exchange for your email address.

As a financial advisor, you might wonder, “How does this lead magnet concept help me serve more clients and enhance their financial well-being?”

When used strategically, a lead magnet like an ebook can be a powerful tool! It can help you:

• Impact more clients’ financial lives by offering practical insights and strategies.
• Expand your reach and communicate your message more effectively.
• Attract more potential clients to your services and consultations.

Now, don’t let the term ebook intimidate you. We’re not talking about a full-blown 50,000 word book here. An effective financial planning ebook or guide can be just a few pages long and doesn’t have to take you more than a few hours to put together. The key is that the ebook provides valuable insights in an attractive format that clients will be eager to download. If you’d like to have a marketing expert who is a CFP create a financial planning ebook for you, get in touch here.

So why would having a financial planning ebook be such an important part of your financial advisor marketing strategy?

5 Reasons to Create Your Own Financial Planning Ebook

Mindful marketing is all about being client-centric. It’s a way of approaching marketing as a tool to positively influence lives and have a greater impact with your financial advising work. Here’s how creating your own ebook can help you do just that:

1. Provide Value Before They Work With You An ebook is a powerful way to reach more potential clients. It allows you to provide substantial value, insights, or actionable steps that people can implement immediately. Clients perceive an ebook as more valuable than other types of content, making them more likely to act upon the information to improve their financial lives.
2. Raise Awareness of Financial Topics Given today’s financial landscape, there’s always a need for quality content on personal finance. Writing your ebook is an opportunity to deliver high-quality insights that can help clients better understand financial principles and strategies, tailored to their unique situations.
3. Establish Your Credibility Faster Having an ebook or a free guide on your website enhances your brand’s credibility. It shows potential clients that you’ve taken the time to create valuable resources for them, elevating their perception of your expertise in financial planning.
4. Grow Your High-Quality Email List Instead of simply asking people to subscribe to your newsletter, offer them something they’ll eagerly exchange their email address for. Individuals who download a guide or ebook about personal finance topics are usually genuinely interested in the content. This engagement leads to higher chances of them responding to your offers and services.
5. Generate Long-Term Benefits One of the great things about a lead magnet like an ebook is that you create it once, and it continues to work for you over time. After it’s on your website, it can generate leads even while you sleep. Of course, sharing and marketing it is important, but the material itself becomes an evergreen asset for your marketing efforts.

Steps to Create a Financial Planning Ebook

Step 1) Decide What to Write About in your Financial Planning ebook

If you’re unsure about what to write about in your ebook, don’t worry; this is a common challenge. This is where it’s important to understand your niche, do a bit of market research and then write something that will help answer their questions.

Here are some topic ideas to inspire you:

Financial Planning for Different Audiences

• For Young Professionals: A Beginner’s Guide to Financial Independence
• For Families: Smart Strategies for Saving for College
• For Retirees: Essential Steps to Secure a Comfortable Retirement

Next, you’ll want to think about how to structure your ebook content so it flows and achieves your objective of connecting with your audience on a deeper level.

Step 2) Structure the Content of Your Ebook Effectively

Before you start writing, create an outline that summarizes the main points you want to convey. Consider the ultimate goal of what you’d like your readers to take away from your ebook.

1. Start with a Brief Introduction Many readers may not be familiar with you or your services. Give them an overview of who you are, who you help, and how you assist them. Keep it personable and authentic.
2. Compile Your Content Choose a financial topic where you already have expertise. Look for existing content you’ve written, such as blog posts or articles, that you can expand upon or adapt.
3. Start Writing With your outline in place, begin writing. Allow your ideas to flow without worrying about editing at this stage. After a day of rest, come back to edit for structure and clarity.
4. Include a Call to Action At the end of your ebook, invite readers to take the next step, whether it’s working with you directly, signing up for a webinar, or accessing additional resources on your website.

How Long Should Your Financial Planning Ebook Be?

For a guide or ebook, focus more on delivering value than on length. Aim for around 5-10 pages, balancing text and visuals based on your audience's preferences.

Step 3) Package Your Wisdom into a Beautiful Ebook

Once your content is ready, you’ll want to design an attractive ebook that readers will be excited to download. Canva is a user-friendly option for creating visually appealing ebooks. Simply log in, search for "ebook templates," and customize one that resonates with your style and brand. Or this is something you could also outsource to a design or someone on your marketing team.?

Step 4) Market Your Ebook Effectively

Creating your ebook is just the first step in your marketing journey. Once it's ready, make sure to promote it widely. Use it as an incentive on your website for email subscriptions, share it on social media, and leverage it in your communications with potential clients.

The more visibility your ebook gets, the more lives you can impact positively. However, it’s also important that the ebook is only available after people provide you with their email address so that you can stay in touch with them over time.?

This is the most important part of the process. For this, you’ll need to set up the back-end of your tech strategy so that your email marketing platform delivers the ebook straight away when someone types their email into the subscription form.?

Step 5) Follow Up with Those Who Download Your Ebook

Remember, those who download your ebook are interested in learning more about your financial planning services, so be sure to have a good email marketing strategy in place to help them take the next steps. Deliver your ebook in an email that is automated once they put in their email into the initial lead magnet form. Then, have a welcome email sequence in place to warm up your leads over a period of a few weeks as they learn more about your practice and what you can do for them.?

Want some guidance in creating your ebook or want a CFP to create one for you? Click here to schedule an initial consultation with a financial advisor marketing consultant and fractional CMO.