Copywriting for Asset Managers:

6 Smart Tactics

Many managers are fighting for prospective customers’ interest in the fiercely competitive asset management market. To successfully stand out from the competition and engage and persuade customers building investment portfolios on a deeper level, asset managers should consider investing in copywriting.

We’ll show you how to utilize financial copywriting to market your services with your compelling words, regardless of whether you’ve written content before or your conversion rates aren’t where you want them to be.

Get A Proposal

Turn leads into customers and get started today. We’ve partnered with finance brands around the globe with digital marketing campaigns, including SEO, content creation, lead generation, and beyond. Get results with the pros in your niche – we’re not a generic agency that works with everyone.

What Is Financial Copywriting? 

Copywriting for asset managers is a unique kind of writing that aims to convert cold leads into committed consumers by crafting compelling and high-converting copy. To write striking copy that effectively communicates financial ideas from asset managers, you must have an in-depth understanding of the technicalities and rules specific to the investment world.

It is vital to establish a sense of trust within your target audience and existing clients, show off your industry knowledge, show what sets you apart from other asset-managing services in the market, and continue to drive lead generation.

Types of Copywriting for Asset Managers

ou’ll need different types of copywriting to market your business in the asset management industry. Here’s a breakdown:

asset manager copywriting
Copywriting Strategies for Asset Managers
  • Website Copy: To effectively highlight your brand, skills, and primary distinctions from your firm’s competitors, you will need useful financial content for all relevant pages on your website, including the homepage, about page, services page, contact page, and any other relevant pages.
  • Ad Copy: Ad content draws in potential customers and encourages them to click through to your website, whether you’re using pay-per-click (PPC) advertisements on search engines or social media sites.
  • Landing Page/Sales Page Copy: Sales pages and landing pages are made to encourage visitors to do certain actions to increase conversion rates, such as arranging a consultation or subscribing to a newsletter.
  • SEO Blogging: Blogging is a powerful tool for showcasing your experience, building brand credibility, and raising your website’s visibility in search results so that more people can find your asset management services.
  • Social Media Copy: By posting educational content, you have the chance to interact with your audience, share your expertise, and develop relationships on social networking sites like Instagram and LinkedIn.

The type of asset management copywriting you need depends on your business and your goals. You can work with a copywriter who specializes in asset and investment managers to create a customized strategy for conveying a strong message across your marketing materials to your target market.

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Strong Copywriting Benefits for Asset Managers

Copywriting that works for asset managers may significantly improve your reach by drawing in new business, converting existing customers, and building brand awareness. Businesses that emphasize blogging have 13 times higher return on investment (ROI) than those that don’t, according to HubSpot. Persuasive email campaigns, interesting social media posts, and well-written website copy all contribute to lead generation, client acquisition, and increased conversion rates these businesses see.

Superior copywriting and content that connect with your target market set you apart from the competition and establish you as a trustworthy expert in the investment landscape. The reality is that buying choices are primarily emotional, and copywriting gives you the ability to connect emotionally with your potential clients in a way that will entice them to work with you.

How We Set Your Asset Manager Copywriting Apart

As asset management copywriters, we’ve accomplished some incredible achievements, such as boosting total organic clicks by 77% and helping a financial professional increase from 55,000 page views to 113,000 in less than a year. We also have a few tricks up our sleeves when it comes to producing high-quality content. These six tactics can help you make a name for yourself in the financial sector.

1. Simplify Complex Subject Matter

Clients frequently find it difficult to understand complex ideas like retirement planning, investment strategies, and tax efficiency. For many individuals, managing their money may be a scary subject. Thus advising clients, your asset management copy must condense these complexities into understandable terms. Your audience will feel more secure in their financial path and more personally connected to you as a result.

When creating copy, try to avoid complicated financial jargon and concentrate on making your material interesting and relevant to your intended audience. Since you are an authority in the financial services industry, keep in mind that although certain ideas can seem clear-cut and uncomplicated to you, your consumers probably don’t have your level of comprehension or familiarity with financial planning or other industries. Make sure they can easily grasp the financial material you have!


✅ Ensure a comfortable retirement by securing your future with our retirement planning services and investment portfolios that help grow your money over time with realistic outcomes.

❌ Our suite of retirement planning solutions is designed to help you achieve your long-term financial goals while also minimizing portfolio volatility. We utilize advanced asset allocation models and tax-efficient strategies to provide fiduciary-based planning that is personalized to your unique needs.

2. Craft Compelling Headlines and Hooks

When it comes to financial copywriting, you need to pay close attention to your headlines and hooks, as research indicates that 80% of people never go past the title. For your headlines to catch the attention of your social media followers or website visitors, they should be intriguing, address pain areas, and provide a clear and appealing solution to a problem.

3. Use Storytelling to Establish an Emotional Bond

When you employ storytelling in your financial copywriting and marketing materials, your target audience will feel more emotionally linked to your brand narrative and be more inclined to invest in your financial adviser services. Only 5–10% of the information your target audience is exposed to when you provide it as a statistic is retained. By comparison, when you convey your message through narrative, your audience remembers between 65-70% of what you say.

By incorporating storytelling into your financial copywriting, you may strengthen your audience’s bonds and make your brand more memorable. Incorporate case studies, customer success stories, and personal anecdotes into your material to personalize your financial company web pages and make difficult financial ideas more approachable and clear.

4. Put Best SEO Practices Into Practice

Utilizing top SEO tactics can increase your online presence and organic traffic to your asset-managing website. If your ideal clientele cannot locate you, they will not be able to access your services. For this reason, SEO is a crucial component of your digital marketing plan if you’re looking to expand your clientele as an asset manager.

Search engine optimization is known as SEO. It’s the process of using search engine results by adding targeted keywords to your blog posts and website content to tell Google to display your pages to those who are looking for relevant material. When your audience searches for “reasons to hire an asset manager,” for instance, your blog post about the advantages of working with an asset manager may appear, leading them to your website, where they can learn more about your investment management company and offerings.

There are several phases involved in SEO optimization. More technical aspects of your website, including title tags, meta descriptions, and picture alt text, need to be optimized. To raise your website’s search engine rating and increase traffic, you should also create and publish material on financial subjects on your blog or through thought leadership articles. Find out more about our SEO services to build a successful organic marketing plan for your company!

5. Use Specific CTAs

It’s essential to use targeted and persuasive calls to action (CTAs) to direct prospective customers toward desired behaviors and increase conversions. A concise and compelling CTA will guide your target audience to take the next step—booking a consultation, subscribing to your email marketing newsletter, or exploring your work in regulating financial services.

Too many CTAs on one page by asset managers cause their audience to become static. When you give someone too many options, they become overwhelmed and are unable to make a decision. For every email, sales page, or social media post, choose ONE action you want your audience to do. Studies reveal that emails with a single call to action (CTA) boost clicks by 371% and sales by 1617% more than emails with many CTAs.

6. Create a Consistent Brand Voice

Although your target market needs your financial services expertise and knowledge, they won’t be able to invest money in you if they can’t find you. Optimizing your content for search engines can help you gain more online exposure and prospective customers for your lending services. Additionally, this will improve your web visibility and attract quality leads. Since less than 1% of users browse past the first page to the second page of Google results, it’s critical to consistently raise your ranks.

To get the most out of your alternative lending material’s SEO, you need to carefully choose and incorporate relevant keywords and phrases into your writing. SEO-optimized content not only boosts website traffic but also enhances user experience by providing relevant and useful information based on searches conducted by your target audience.

Financial Copywriting Examples That Convert

FIRE Kickstart Program

The FIRE Kickstart Program is a course on financial independence that gives you the tools you need to regain financial independence and the autonomy to choose how your time is spent. It’s a section of the How to FIRE financial blog, which we grew from 0 to 75,000 monthly clicks.

Copy on the FIRE Kickstart Program sales page as an example of asset manager copywriting.

This is among the sales page’s opening elements, and it talks directly to the reader’s wants and difficulties right now. This page immediately indicates that the reader is “working towards financial independence and early retirement” and may have already overcome obstacles such as “controlling your finances.”

Furthermore, it worsens the issue that attempting to attain early retirement and financial independence on your own can be comparable to “running into a wall” since, despite your skills in money management, you lack the expertise necessary to make wise long-term decisions by knowing which of the “million different directions” to take.

The copy concludes by addressing the reader’s sincere desire to “prioritize what you value in this short life” and offering “a carefully crafted framework” (also known as the FIRE Kickstart Program) as a solution. It is succinct, direct, and has a track record of generating a lot of conversions!


Our Search Engine Optimization for ASSET Managers Framework


If you’re ready to increase organic traffic, generate quality leads, improve conversions and boost your revenue, then we’re here to help!

You probably don’t have the SEO expertise or the staffing to tackle creating an SEO strategy for your website, and you definitely don’t have room for one more thing on your to-do list… 

We’ll gladly take that task off your plate so you can get back to crunching numbers and analyzing spreadsheets.


In addition to the instant relief you’ll experience by outsourcing, you’ll get the confidence of knowing that our SEO and content marketing strategies for financial services are tested and proven to work

Have you ever invested in pay-per-click ads only to feel like you were watching your hard-earned budget money disappear with nothing to show for it?

You don’t have to feel that way one more day! Instead, get the best SEO marketing for financial services to help you rise to the top of the crowded online space.

Get A Proposal

Turn leads into customers and get started today. We’ve partnered with finance brands around the globe with digital marketing campaigns, including SEO, content creation, lead generation, and beyond. Get results with the pros in your niche – we’re not a generic agency that works with everyone.

SJ Digital Solutions Makes Financial Services Companies Visible to Google

Want to see REAL results our clients have experienced using the power of SEO optimization?

Click HERE!

Still Curious?

Frequently asked questions

A: Engaging your audience, selling off your financial services, and improving your brand message are all made possible by working with a financial copywriter. Financial copywriters are skilled in simplifying difficult financial ideas into language that readers can understand. They may also use persuasive messaging and narrative strategies to establish credibility and trust. Financial copywriting services may be quite helpful to asset managers and other professionals in the financial field.

A: As an asset manager, you should translate complicated financial ideas into language that is easy to understand in order to connect with your target market. Using narrative strategies in your own content marketing will also help to humanize your brand and make it more relatable, interesting, and engaging. To increase potential customers’ trust in your brand, it’s also critical to have a unified brand voice that you can utilize on your website and in all marketing materials.

A: It is essential to remember that you are writing for readers, not search engines while crafting text or material that is optimized for search engines. While optimizing technical aspects of your website, like title tags and meta descriptions, and using strategic keywords are vital, remember that the real goal of your content is to educate and add value to your audience on subjects that are relevant to them. Don’t use keyword stuffing; instead, make sure you’re applying SEO keywords naturally.

A: Your financial copywriter needs to be well-versed in the regulations, jargon, and business best practices that apply to the asset management sector. They should also have strong storytelling abilities and be able to explain difficult financial ideas in an approachable way so that your audience feels engaged. Additionally, they must have a track record of providing their clients with measurable outcomes, including higher engagement and conversion rates.


With a message that is compelling and speaks directly to your target audience, you can be sure that you will stand out in the financial services sector. Additionally, you could notice a rise in engagement via all of your marketing channels, including more website visits, social media interactions, and email campaign opens and clicks. Most significantly, you’ll be able to help more people and make more money thanks to improved conversion rates.

Connect With an Asset Manager Copywriter at SJ Digital Solutions

It’s time to take working with an asset management copywriter seriously if you’re ready to start talking to your prospective clients directly and convert them with your words without having to do any effort at all. We compose your email sequence, social media captions, and website text at SJ Digital Solutions in just one action-packed Conversion Copy Day. Reach out to us to find out more about collaborating with us!