Copywriting for Financial Coaches

6 Tips for Selling with Words ​

The finance industry offers exciting prospects and is competitive due to the consistent growth in financial assistance. To differentiate yourself from the competition and draw in new business, whether you’re a financial advisor or an agency handling a wide range of financial customers, you need to have excellent financial coaching and copywriting skills.

Writing about personal finance is not the only aspect of financial copywriting. It all comes down to crafting a story that appeals to and inspires loyal clients and potential customers to act. Standard budgeting techniques may be transformed into captivating stories that appeal to your target audience directly and inspire them to contact you or purchase your good or service.

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Turn leads into customers and get started today. We’ve partnered with finance and real estate 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 for Coaches?

Financial copywriting is the art of crafting engaging written material, especially for budgeting, personal finance assistance, money management, financial wellness, investment strategies, savings accounts, or services connected to financial coaching. It involves developing catchy financial copy that persuades prospective customers or buyers of the special qualities and advantages of your financial coaching service.

Effective financial copywriting for coaches encourages readers to take desired actions, such as making an offer or scheduling a consultation, in addition to providing information. Remember that 55% of buyers are more inclined to purchase a product if they are intrigued by a brand’s narrative. Financial copywriting is, therefore, quite important for financial coach marketing.

Types of Financial Copywriting for Coaches

There are different types of financial copywriting, and each serves different purposes in reaching and engaging with investment firms and ideal clients. Here’s a breakdown of the different types:

Financial Copywriter for Your financial coaches
Copywriting Strategies for financial coaches
  • Website text: Clear and appealing website text introduces visitors to your services and emphasizes your experience.
  • Posts on Social Media: Maintaining a regular and interesting online presence on sites like Facebook, LinkedIn, and Instagram helps increase brand recognition and puts you at the forefront of prospective coaching clients” minds.
  • Email newsletters: Sending out newsletters on a regular basis is a great method to update clients on best practices, market trends, and news from the financial industry.
  • Sales Pages: For your target market, financial coaches may design sales pages for particular products or services.
  • Blog Posts and Articles: A vast array of subjects may be covered in blog posts and articles. They build authority for your financial coaching company and increase natural traffic to your website.
  • Financial Coach Advertisements: These are marketing messages intended to draw interest in your financial coaching agency’s services.

This isn’t a comprehensive list. Depending on finance niche and on your financial coaching firm’s objectives, you might use several kinds of financial copywriting to draw in and win over your target audience.

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The Insane Benefits of Copywriting for Financial Coaches

For many financial advisors, coaches and companies, financial copywriting has enormous advantages that increase engagement, conversions, and brand perception. Data indicates that a 42% increase in conversion rate may be achieved with personalized content, highlighting the significance of customized messaging in the financial sector. Furthermore, companies who maintain an active blog receive 97% more connections to their websites, increasing their internet presence and drawing in more prospective customers.

The advantages of smart financial writing are also evident. Email marketing offers an amazing $36 return on investment for every $1 invested, and content marketing generates three times as many leads at a cost that is 62% lower than typical outbound approaches. To put it plainly, writing persuasive financial content makes you stand out in a crowded market and leads to more success.

6 Tips to Improve Your Financial Coach Copywriting and Convert More Leads

1. Research Your Target Audience


You must understand what motivates your target audience in order to produce persuasive financial content. Writing enticing content that appeals to your target audience’s motives and worries directly is possible when you are aware of their wants, pain points, and hesitations. Additionally, be easy to understand, you have a far higher chance of converting an audience when you establish an emotional bond with them.

For example, emphasizing how a financial coach can help create healthier habits may have a big impact if you know that your target audience is those who believe that their mental or behavioral relationship with money needs some repair.

It’s possible that your target markets for various services differ. It is important to conduct thorough research on each of them in order to customize your messaging to align with their goals, requirements, and preferences. Customers may be surveyed, interviewed, and gathered through social media analytics and by visiting websites like Reddit where members of your target demographic are openly discussing their opinions.

2. Focus on Benefits, Not Features

Writing service descriptions and other financial content lets you create a compelling narrative and emotionally engage your target audience by emphasizing advantages over characteristics.

By emphasizing the advantages of financial products, you may appeal to the feelings of security, comfort, and joy that influence a buyer’s choice. This strategy helps craft a more captivating story that connects with prospective customers on a deeper level and, in turn, increases their desire to hire you.

This does not imply that you should completely avoid discussing features in your financial content. Include feature-driven language in your financial coach agent marketing strategy to give prospective customers useful information. To better attract the attention of your target audience and inspire them to act, remember to counterbalance it with benefits-driven material.

3. Use Relatable Language

Your financial writing will feel more relevant and help you establish a personal connection with your audience. Potential clients will be more open to your message when you use relatable language since it fosters a feeling of comfort and familiarity. Keep in mind that you are writing for actual people, not machines, while you are creating engaging material.

This strategy fosters an emotional bond with prospective coaching customers who see themselves using your services. Conversely, content without accessible language and conversational tone, including financial jargon and complex financial topics, may come across as detached or impersonal, which would hinder readers’ ability to relate to the coaching services.

4. Don’t Underestimate the Power of Email Marketing

Email marketing is a very powerful tool for lead generation and connection building.

Contact details from ideal clients, event participants, and lead-generating initiatives may be gathered to create an email list. Once you have a list, you can send newsletters with market updates and industry insights, event invites, client testimonials or success stories, and more. You may also send emails with customized notifications depending on client preferences.

Delivering quality and pertinent information to your email subscribers on a regular basis will help you establish credibility, develop trust, and eventually accelerate business growth.

5. Craft Compelling Headlines

In a crowded industry, your headlines must grab the reader’s attention. You just a few seconds to persuade potential customers to interact with a specific description in financial marketing material, and a poor headline might make them quickly scroll past. For your headlines to draw in more qualified leads, make them snappy, captivating, and educational. Headlines for your financial advisors and coaches should highlight the features that make their services unique and draw in new customers.


6. Optimize for Search Engine Optimization

It is impossible to exaggerate the significance of SEO for financial copywriting, as more than 90% of online interactions start with a search engine. It’s critical to regularly produce excellent content for your website and to include pertinent keywords in your copy and content. By doing this, you’ll increase your website’s organic traffic and visibility in search engine rankings.

Whenever you optimize content for search engines, keep in mind that you are still writing content for readers, not robots. Giving up your voice for keywords is not necessary. Intentional keywords should be naturally included into your plan to assist your target audience locate the online content they’re looking for.

Organic search leads have a 14.6% close rate, compared to only 1.7% for outbound leads.

Learn more about SJ Digital Solutions SEO services to start ranking on the first page of Google. In the past, we helped a real estate crowdfunding app triple its ranking keywords in less than three months with a custom keyword and content creation strategy. As a result, the app’s website traffic soared from zero to over 2,400 organic clicks per month. Read the full case study!

Your Financial Coach Copywriter, Samantha Hawrylack

Your coaching website and marketing materials will perform much better if you partner with a financial copywriter.

An expert financial writer can create blog entries, marketing materials, and service descriptions that appeal to your target demographic and increase interaction and lead generation. Copywriters who also have a strong grasp of your target demographic will write text reflecting in-depth financial knowledge of the stock market and the most recent trends.

Additional Content Marketing Services We Offer For FINANCIAL COACHES

Our Framework for FINANCIAL COACHES Content Marketing


When you’re ready to have your financial brand grow through your content, we’re here to help you become more visible as an authority in your niche by creating your content backed by our three pillars below.

Our goals when implementing content marketing strategies for asset managers are to increase traffic, leads, and conversions for your organization. Allow us to operate in our areas of expertise by creating content that converts and optimizes your content with SEO. 

When you take these two things off your plate, you can focus your time, energy, and resources on YOUR areas of expertise. It’s time to stop stressing and overburdening your internal team. Outsource this area of your business to us and get it right the first time. Because not only are we experts at content and SEO, we’re experts in the finance niche. 


You deserve to experience what it’s like to work with us because we understand the big picture. A piece of asset management content marketing is never one and done. 

We create content that connects to your audience, your other content, and your overall sales and marketing goals.


Allow us to implement your strategy by taking massive action with one or multiple of our packages.

It’s time for you to save hours spent researching, crafting, ideating, and guessing because when it comes to your content ranking, it’s not just about your great ideas. It’s about how you execute your ideas.


We constantly keep a pulse on what’s going on data-wise in the asset management industry and keep you informed too.

We do this by regularly monitoring analytics through Google Analytics and Google Search Console, sending reports to our clients, taking action based on the data, and keeping content fresh and updated over time.

We’d never claim to be experts, but we are aware of the strict compliance standards within the financial industry. Moreover, refreshing content is crucial since numbers, regulations, etc., change in the financial services industry sometimes yearly.

Get A Proposal

Turn leads into customers and get started today. We’ve partnered with finance and real estate 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.

Still Curious?

Frequently asked questions

A: Financial copywriters assist you in successfully expressing the special qualities, advantages, and selling points of your services so you can engage your audience and increase sales. They do this by creating compelling text and content. In addition to conducting audience research, staying current with industry trends, and optimizing content for search engines to maximize visibility and reach, financial coach copywriters also understand how to use buyer psychology and storytelling to emotionally connect with ideal clients and motivate action.

A: If your financial copy and content aren’t drawing the attention you want and your conversion rates aren’t changing even after you keep up your marketing efforts, you might think about hiring a financial coach copywriter. You could also be having trouble explaining to others the special qualities and advantages of your offering. It’s also likely that, as your firm expands and you take on more activities that move the needle, you will find yourself without enough time to produce your brand’s voice and financial content.

A: While financial copywriting, content writing, and ghostwriting have many similarities, they also differ significantly from one another. The art and science of crafting a compelling message that persuades your target audience to take action—like scheduling a consultation or call to action with you or enquiring about a posting—is known as copywriting for financial coaches. The main goal of content writing is to provide interesting and educational material that raises your website’s search engine ranks, builds your authority, and increases website traffic. When a financial coach or copywriter creates material or text for your company without taking credit for their work, it’s known as ghostwriting.

A: It is crucial to keep in mind that your financial text should be written for readers, not search engines. While carefully selecting keywords to include in your website copy and blog post articles is vital, you should eventually create material that is really useful to the people who are searching for it. See if you can quickly locate the content your target audience is looking for and find yourself drawn in by reading your blog post or website text from their perspective.

A: A financial coach copywriter should be able to create stories that appeal to your target audience while also having a firm understanding of technical ideas like SEO and market research. Using smart storytelling, your financial copywriter should be able to make your services come to life. They should also possess a sizable portfolio of prior work and a thorough grasp of the financial sector.

Get Converting Financial Copywriting Services From SJ Digital Solutions

At SJ Digital Solutions, we help you confidently scale knowing that the words behind your business are working for you.

As a financial coach, you’re busy. This is why we write your website copy, email sequence, or social captions in just one action-packed Conversion Copy Day. We’ll dedicate an entire day to writing your copy and take it through a round of revisions to ensure that you love every single word.

If you’ve created okay financial copy so far but know it does not speak directly to your people and crave more clarity in your coaching messaging, we’ll use tried-and-tested conversion copy strategies to write words that attract potential clients, differentiate you from competitors, and sell for you while you focus on CEO tasks. Get in touch with us to take your business to the next level!