Creating content that customers want
Sales & Marketing for Professional Services

Creating content that customers want

September 14, 2020

by Tony Vidler  CFP logo   CLU logo  ChFC logo

creating content your customers wantCreating content that customers want is not as hard as advisers think it is.  It is continually suggested by financial advisers that it is difficult to create articles and tips which their customers will enjoy and value and which support the rest of  their marketing and customer service strategies.


Financial Advisers create and deliver content that customers want at every client meeting that they have.


Think about that for a moment….a dozen times a week (or more hopefully) you are engaged with customers who ask questions, or need to understand technical concepts to some degree.  Every week you find new ways to explain a difficult point in a manner that a particular client can understand easily.  You are continually learning new information…whether that is about market or product performance, legal or taxation issues, how best to apply sound financial planning principles, or new tricks to get customers a better bang for their buck.


These are all areas that OTHER customers care about and want to know about.  These are all areas therefore that have potential to be useful to other prospects and customers that you are looking to engage with an adviser.


What is particularly useful for one customer will often be useful to many others….and that is where new content ideas can easily be created. Spending time with your customers and understanding the issues they need more information about, and then being alert to the potential for others to be able to use the same information is the most simple of content creation concepts.


For your content to be truly useful and pertinent it must achieve three things.  It has to be:

1. relevant

2. meaningful

3. engaging

writing effectively for financial advice clientsRelevant content is that which actually addresses issues or concerns that your market really has, as opposed to just being stuff you personally find interesting. What interests your market is not necessarily the same as what interests you.


To be meaningful it must provide an answer to a common problem, or provide some insight or illumination.  The trick is always to give away enough meaningful content that you are actually delivering something of value and enhancing your position as an expert, without giving away all the goodies that generate your income.  Think of it in terms of providing sample packs….test-tasting if you like….and you will be on the right track.


Finally and perhaps most importantly your content has to be engaging.  You will undoubtedly read or receive many opinions about how best to write or produce content pieces, and they will range from the purist perspective of perfect grammatical presentation to those that prefer the inane text-speak which some of us find harder to decipher than hieroglyphics.  The reality is your message and style of engagement needs to be pitched to your target market.  Use the language and style they adopt…talk to them in their manner of speaking.


At the end of the day your content is best thought of as part of a conversation with a customer.   I suggest generally that you lean towards the idea of “talking” to people in writing as you would talk to them in real life…and follow the same rules that one would follow in any other conversation.


Be interesting, be relevant, and be interested in what they are interested in.  That is a pretty easy formula for content marketing.


Related to this post:
Got A Content Problem? Just Get Google To Deliver It…
Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Join 319 other followers

Facebook: 2831, Twitter: 13061, LinkedIn: 689

Follow tonyvidler on

Comments (0)

Leave a Reply