Top 5 Financial Advice Blog Topics

Not sure what to write your first blog about? As a financial advisor, your quandary may not be that you do not have a topic, but that you have too many.

Top 5 Financial Advice Blog Topics

Top 5 Financial Advice Blog Topics

Check out these previous Social Corner blogs:

The Chevron, February 17, 2017 – “Why You Should Start a Blog”

The Chevron, February 24, 2017 – “Getting Your Blog off the Ground”

The Chevron, March 3, 2017 – “Writing an Effective Blog”

Feel free to email me for copies. 

Knowledge Priorities

Focusing your blog on central themes will help keep you focused and provide a clear direction for your audience. In creating the content guide for Echelon, five major knowledge circles were identified as a priority for our audience:

• Wealth Management
• Wealth Creation & Preservation
• Estate and Tax Planning in relation to Investments
• Financial Wiki (defining core financial or investment concepts)
• Canadian & Global Economic Indicators

Wealth Management

Think about all the information you have learned over the years as an Advisor. Impart your knowledge and help educate your clients. Discuss the topics that are trending, those that match your investment philosophy or even review alternate investment options.

Article Suggestions:

1.     The Superior Educational Requirements of Canadian Investment Advisors

2.     10 Most Winning Strategies of Echelon Investment Advisors

3.     Why an Echelon Investment Advisor is Better than a Bank PFP

Wealth Creation & Preservation

Two very different topics; the first is typically referred to as personal finance and the second revolves around insurance and protecting a person’s wealth. There are a ton of personal finance blogs so do not reinvent the wheel, but provide nascent commentary on trending topics. Explain the importance of life insurance and other products that can protect your clients.

Article Suggestions:

1.     Is It Time to Cash in on Your Real Estate Investments?

2.     Personal Wealth Creation Guide

3.     Discerning Wealth Creation from Getting Rich Quick Scams

Estate & Tax Planning

Provide a holistic service by offering articles on estate and tax planning that show a complete investment cycle. Help clients get the answers they need while doing research without having to reach you personally by providing great content.

Article Suggestions:

1.     How to Maximize Your TFSA Tax Benefits

2.     Does a Reverse Mortgage provide Better Tax Savings than Downsizing?

3.     Should You Set up a Trust for Your Children?

Financial Wiki

How many clients ask you how options or derivatives work, and how they could help their portfolio? Strategies, complex financial concepts, and definitions are a great way to drive interest in alternative investments or steer clients away from risky sidelines.

Article Suggestions:

1.     Short Definitions

2.     Long-form Explanations

3.     Case Studies

Canadian & Global Economic Indicators

Help clients understand how micro or macroeconomic shifts in policy, major currency swings or trade wars could affect their investments by reviewing the current economic data.  

Article Suggestions:

1.     How Brexit may Affect Your Investments

2.     What does a NAFTA Failed Negotiation Mean for Your Investments

3.     How does the Current Federal Budget affect Your Taxes

Looking for ideas? Feel free to email or call me any time.

Inbound marketing drives clients to you,

Patrick MacLean,

Social Media Manager