Basic Content Creation Strategy for Financial Advisors in 2021

Keep it simple but make sure its thorough! Content Strategy Answers the Question ‘Why’ You’re Publishing Content.

  1. Understand your firm and how it works. Clients and brand considerations. What do you specialize in? Retirement? Wealth Management? Trusts? Client demographics. The specialization (client persona demographics) will dictate the kind of content you should plan to generate.
  2. Collect data. Competitive analysis, Keywords, Customer (client) research.
  3. Audit your website. Google Analytics. Traffic data. Conversion and bounce rates, etc. SEO metrics.
  4. Prospect company’s key influencers and where your customers or potential live online. Do they live on Twitter? Facebook? Do you think they would gravitate to you via another platform such as YouTube if you made instructional financial videos? or maybe subscribing to a Podcast?
  5. Create useful, exceptional content (blog posts, landing pages, contact forms, eBooks, videos, infographics, case studies) according to steps 1-4. Rank them in importance and create content accordingly. Ensure that editorial standards are being followed. Make sure the content is compliant if you are a Financial Advisor. Pictures and videos should be high-resolution.
  6. Measure content performance. Google & Social Media Analytics. A/B testing, etc.

If you lack the resources for generating content, outsource to an agency or freelancer for help. Content strategy is the foundation on which successful content marketing is built. Content marketing is the journey towards success, content strategy is the blueprint that directs it.

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