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3 Quick Ways to Get Your Financial Content to Work for You


3 Quick Ways to Get Your Financial Content to Work for You

Whether you’re sending out a newsletter, crafting a social media post or putting together an infographic, your content must add value to your clients’ lives. This means steering clear of spreadsheets and graphs in favour of clear, concise writing that’s packed with relevance to your clients’ lives. Read on for the one, two, three of successful financial writing…

Heartfelt narratives

Imagine you’re planning a new website, or a Facebook post, or even an event… there’s a huge temptation to discuss your success rates using facts, figures, and graphs only.  The reality is that many customers, even highly successful individuals, are often intimidated by financial writing loaded with technical details.  Stats show that most customers are more moved by heartfelt personal narratives that demonstrate a genuine passion for caring for clients.


Good financial content writing cuts straight to the chase. By explaining complex ideas simply, it shows how totally at ease you are with the concepts at hand.  Good content financial writing should make its readers smile, learn and even laugh at times. It’s the content that makes a difference.

Related: Does Your Financial Services Brand Have Soul? 

Financial writing guidelines

It’s easy to get caught up in what you can’t say instead of focusing on what you can do, owing to the myriad of regulations in the financial service industry.  All you need to do is employ an expert financial writer and set clear communication guidelines.  And remember, your website, blogs, newsletters and social media posts are not the places to offer financial advice. They’re to assist you to create communities which lead to the opportunity to provide financial advice

Remember “If you can’t explain it simply, you don’t understand it well enough”.  Albert Einstein 

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