false
Catalog
Content Marketing for Financial Planners: Four Ide ...
PowerPoint presentation
PowerPoint presentation
Back to course
Pdf Summary
Zoë Meggert, the CEO and founder of Perfectly Planned Content, outlines a content marketing strategy specifically for financial planners. The guide highlights the objectives essential to long-term marketing success, such as developing a sustainable marketing strategy, creating a content calendar, and establishing a scalable funnel.<br /><br />Content marketing involves creating and sharing online materials that generate interest in financial products or services. This approach makes complex financial topics relatable, offers high-value content, and provides tools to solve client problems.<br /><br />Content marketing brings several benefits, such as building trust through personal client touchpoints, providing valuable expertise, and fostering authentic connections. It also helps increase referrals, develop a network of prospects, and nurture clients not yet ready to buy.<br /><br />Key statistics underline content marketing’s efficiency: it costs 62% less than traditional marketing and generates three times the leads. Consumers spend about seven hours daily on digital media, and content marketing can yield nine times more leads when leveraging long-form blog content.<br /><br />Zoë provides four key ideas for financial planners to enhance their content marketing:<br />1. **Conduct a Branding Exercise**: Developing a personal brand helps you position yourself better to your audience. Steps include discovering your ideal tone, planning for client engagement, and leaning into a specific niche. Authenticity is crucial.<br /> <br />2. **Carefully Consider Topics and Content Type**: Building a content calendar prevents burnout and ensures consistent, high-quality content. This involves choosing between evergreen or timely content, niche-focused or general topics, and making content educational or inspirational. Mixing content formats like podcasts, videos, and blogs can help maintain engagement.<br /><br />3. **Reduce, Reuse, Recycle**: Quality over quantity is vital. Reusing content ensures consistency and saves effort. Recycling content can extend its life and reach a broader audience through methods such as updating past blog posts or repurposing webinars into smaller videos.<br /><br />4. **Commit to the Long Game**: Content marketing is a long-term strategy to build relationships and trust with potential clients. The effectiveness is illustrated through a case study where consistent content led to a new client booking a meeting after a year of following the advisor’s posts.<br /><br />By committing to these strategies, financial planners can grow and scale their businesses effectively through content marketing. For additional resources, advisors are encouraged to visit the Perfectly Planned Content website.
Keywords
content marketing
financial planners
Zoë Meggert
sustainable strategy
content calendar
client engagement
branding exercise
content reuse
long-term strategy
Perfectly Planned Content
×
Please select your language
1
English