AI Tools for Financial Advisors: Content Creation and Digital Outreach
Clayton Boone, CFP?, CFA
Managing Director, Wealth Management and Practice Lead, Financial Solutions Group at World Investment Advisors
In the ever-evolving world of finance, having a robust online presence is more critical than ever. Financial advisors seeking to connect with a broader audience and establish their brand must utilize the latest tools. Artificial Intelligence (AI) has been a significant trend within the past year and offers a plethora of such applications, particularly when it comes to content creation and digital outreach.
The problem most advisors face with this new world of AI is choosing which tool or tools to use. It's easy to get lost in all the capabilities, each seemingly more important than the next. That's why it's imperative to pinpoint your focus on one or two business functions you want to improve. The best way to do this is to audit your week. What are you spending the most time on? What is the level of importance for each of your weekly tasks? What is the net gain for you and your business for accomplishing a task? Once you understand that, isolating an area of focus becomes more manageable.
Today's article focuses on several topics within the world of AI tools for financial advisors, tailored explicitly to content generation and digital outreach. Our challenge for you today is to hone in on the topic that is most relevant to the success of your business but is a significant time detractor. Then, utilize it to minimize effort and maximize outreach. Almost all of these tools provide a free trial; we encourage you to take advantage of that.
Here's a look at some of the AI tools financial advisors can harness to bolster their online presence:
AI-Powered Content Generators:
Overview:?AI content generators, like OpenAI's GPT-3, can produce high-quality, relevant articles, blog posts, or reports by processing user prompts. Finding the right tone is critical; these tools solicit feedback, so communicate with them. Ask for a different style, length, statistics, etc.
Benefits:?Save time and reduce overhead costs associated with hiring content writers. Plus, the ability to generate quick reports or summaries as market conditions change.
Examples: JasperDocs, Writesonic, and Sudowrite, OpenAI's GPT-3.
SEO and Content Optimization Tools:
Overview:?AI-powered tools can analyze your content, suggesting improvements for better search engine rankings. They can identify keyword opportunities, improve meta descriptions, and optimize content structure.
Benefits:?Drive organic traffic to your website or blog, ensuring that your content is discoverable by those seeking financial advice.
Examples: Clearscope, Frase.io, and MarketMuse.
Chatbots for Instant Interaction:
Overview:?Chatbots can provide real-time interaction for website visitors, answering FAQs about finance, offering product suggestions, or even guiding users through investment scenarios.
Benefits:?Improve website engagement, provide immediate support, and gather insights on common customer queries.
Examples: Drift, MobileMonkey, and Tars.
Automated Social Media Posting Tools:
Overview:?Platforms powered by AI analyze the best times to post, optimal content formats, and even suggest content topics based on trending discussions in the financial sector.
Benefits:?Increase reach and engagement on social platforms, ensuring content gets to the target audience at the right time.
Examples: Hootsuite, Buffer, and Sprout Social.
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Visual Content Creation:
Overview:?AI tools can assist in creating infographics, charts, or animations to visualize complex financial data or concepts. Platforms might suggest design templates or automatically generate visuals from raw data.
Benefits:?Make dense financial information more accessible and engaging and enhance the aesthetic appeal of your content.
Examples: Crello, Lumen5, and Canva's Magic Resize.
Content Personalization Engines:
Overview:?Using AI algorithms, these engines analyze a user's behavior on your site and then present them with personalized content. For financial advisors, this might mean suggesting specific articles or investment opportunities based on a visitor's browsing history.
Benefits:?Enhance user experience and increase engagement by delivering tailored content.
Examples: Optimizely, Dynamic Yield, and OneSpot.
Trend Analysis for Content Ideas:
Overview:?AI tools can scan the vast expanse of the internet to identify trending topics in finance, providing financial advisors with content ideas that resonate with current events or market shifts.
Benefits: Stay relevant and timely in your content creation, positioning yourself as a forward-thinking expert.
Examples: BuzzSumo, Ahrefs Content Explorer, and Exploding Topics.
Conclusion:
The integration of AI in the realm of content creation and digital outreach offers financial advisors an edge in the competitive online space. AI tools are reshaping how financial experts interact with their audience by automating specific tasks, optimizing content for search engines, and ensuring real-time engagement with potential clients. It can significantly reduce person-hours spent on a task if utilized correctly, but it's important not to bite off more than you can chew.
Many of these tools offer plug-ins and additional features/credits. These can be beneficial but also overwhelming. Start with the basics, master the art, and then use features to enhance your service based on relevance to your business. Growing your business is a marathon, not a sprint. Don't be afraid of trial and error, as you will find specific tools to understand and adapt to your needs better than others.
The core principles of financial advising remain grounded in human expertise, but embracing AI for content creation and online engagement can significantly amplify an advisor's reach and impact. If you're not already using AI tools for content creation and digital outreach, give it a shot the next time you have some free time!
Clayton Boone is the founder of Ring The Bell Coaching. He lives in Austin, TX, with his wife, Katelyn, their two boys, Remington and Lincoln, and their Labradoodle, Dallas. He can regularly be found building Legos, painting Warhammer 40k, or outside with his boys, enjoying a good Friday Happy Hour with Kate, or riding his bike around Austin.
Ring The Bell Coaching provides Financial Advisor Coaching and Training in four categories.