Boost Your Copywriting for Your Wealth Management Company

Blogging or copywriting for wealth management companies can be a very tedious process. Money can make the world go around, but it doesn’t exactly make for stimulating internet reading. (unless it’s your money and you’re checking on stocks) That doesn’t mean as a wealth management company that you should just put up droll facts.  There are ways to inform your clients without putting them to sleep. There are also a few things to consider to avoid potential liability.

1. Don’t Overpromise and Be Honest:

This should go without saying for any industry. However, in the world of wealth management it is the biggest pit fall to avoid. It can be tempting to write how you can make money for people over night. It’s easy copywriting to say all your client’s financial dreams can come true, but DON’T DO IT!  Not even in the slightest. As a wealth manager you might be able to effectively predict an economic future. That’s only one possibility. Things can go south very easily. Market volatility is a very real thing. Be honest from the first written word. Let your clients know that you are available as a guide, or advisor, and nothing more. This will increase the acceptability for compliance and mitigate any possibilities for liability.

2. Explain Your Credentials/Processes:

Convincing a client of your abilities is a combination of explaining your credentials and overviewing your processes. However, there are a few things to keep in mind. You spent a long time earning your certifications and possibly your college degree. It’s not a promising idea to just string a series of acronyms. You know what they stand for, but most of your clients won’t know until you detail it out. You could write CPA, MST, CRPC, or PFC, but the average person has no idea what any of that means. Even if you have taken the time to write out Certified Public Accountant instead of CPA you still might not convince everyone.

Take the time to briefly explain what that acronym means. Then give some examples of what you can do because you earned that title. Most people think CPAs only file taxes, but in the land of wealth management, a CPA can help choose when to retire and reduce the amount of taxes a retiree has to pay. This is also an appropriate time to outline some of the services you provide. So instead of saying you’re a retirement planning pro explain what options you have available to help clients achieve the retirement they have been hoping for.

3. Forget the Shop Talk:

Make your copy writing and blogs as easy to read as possible. There should be no question in anyone’s mind about what a word or sentence means. You can use terms like IRA, Roth, and other acronyms with your partners and administration, but they are just letters to the average person. Be sure to write out what those services are and how they can help a potential client.

4. Lighten the Mood:

Talking about money can be a very difficult conversation. Even between couples who know one another intimately. So, you don’t want to encourage people to be reserved when it comes to this topic. Anecdotes, quotes, and jokes can all be interjected to decrease the brevity of this serious topic. This doesn’t mean that you want to add in a joke at the start of every paragraph or finish each one with a quote. These techniques should be used just enough to keep your readers interested in between all the facts that you are trying to convey. It’s okay if it doesn’t make people laugh out loud, but you have given their brain a rest from all that information.

Organic SEO Solutions Can Help with Wealth Management Copywriting and Blogging

Organic SEO Solutions specializes in blogs, web content, and copywriting centered around wealth management. Wealth Management, Construction, and House Cleaning are three of the areas we focus on. Our keyword focused web content has boosted the ranking of websites on search engine results pages and increased monthly foot traffic dramatically for multiple clients. More customers looking at your website always equates to more money for your wealth management business.

It takes enough time to build someone’s personal wealth or retirement savings.
Let us take care of your web copy and blogs.
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email frederickwood@organicseosolutions.com or
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