Copywriting for Financial Media:

6 Tips for Stepping Up Your Messaging​

The finance sector is competitive and has new opportunities because of the steady increase in financial media. Having strong financial media and copywriting abilities is essential if you want to stand out from the competition and attract new clients, be it as a financial advisor or an agency serving a diverse clientele.

There are other facets of financial copywriting besides writing about personal money. It all boils down to telling a story that both existing and new consumers would find compelling enough to take action. Conventional financial media may be repurposed into compelling narratives that speak directly to your target market and encourage them to get in touch with you or buy your own product 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 Media Copywriting?

Financial copywriting is the skill of creating captivating written content for financial services, individual financial decisions, retirement planning, industry news, or services related to financial media. It entails crafting attention-grabbing financial content that convinces potential clients or purchasers of the unique features and benefits of your financial media options.

In addition to imparting knowledge, well-written financial copy for media also prompts readers to take desired actions, such placing arranging a consultation with financial advisors. Recall that 55% of consumers are more likely to acquire a product if the brand’s story intrigues them. For financial media marketing purposes, copywriting is therefore crucial.

Types of Copywriting for Financial Media

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 finance copywriting:

financial copywriting
  • Website text: Your website’s content should be attractive and easy to read, highlighting your experience and introducing people to your offerings.
  • Posts on Social Media: Keeping up a consistent and engaging online presence on platforms such as Facebook, LinkedIn, and Instagram helps build brand awareness and positions you as a top choice for potential customers.
  • Email newsletters: Consistently sending out newsletters is a wonderful way to keep clients informed about market trends, best practices, and financial sector news.
  • Sales Pages: Financial coaches may create sales pages for certain goods or services based on your target market.
  • Blog Posts and Articles: Blog posts and articles can cover a wide range of financial concepts. They enhance the credibility of your financial media and drive more organic visitors to your website.
  • Financial Coach Advertisements: These are promotional messages meant to pique interest in your financial media company’s services.

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

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The Benefits of Copywriting for Financial Media

Financial copywriting provides significant benefits for many other financial institutions, advisers, the media, and businesses. It improves engagement, conversions, and brand impression. According to data, personalized content may raise conversion rates by 42%, underscoring the importance of tailored messages in the financial services industry. Moreover, businesses with an active blog receive 97% more links to their websites, which boosts their online visibility and attracts more potential clients.

For every $1 invested, email marketing yields an astounding $36 return on investment, while content marketing creates three times as many leads at a cost 62% less than conventional outbound methods. To put it simply, creating compelling financial content increases your success in financial markets and helps you stand out in a crowded industry.

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

1. Research Your Target Audience

To create financial content that persuades your target audience, you must understand what drives them. Understanding your target audience’s financial goals, pain points, areas, and hesitations can help you write captivating content that speaks directly to their motivations and concerns. Be understandable as well. When you connect emotionally with an audience, you’ll have a far better chance of winning them over.

Your target markets may vary depending on the services you offer. Doing extensive research on each of them is crucial if you want to tailor your messaging to suit their needs, tastes, and ambitions. Consumers may be polled, interviewed, and collected via social media analytics and by visiting forums like Reddit where people in your target market are candidly talking about their opinions.

2. Focus on Benefits, Not Features

By stressing benefits over features, you can write service descriptions and other financial information that emotionally connects with your target audience and tells a captivating story.

Highlighting the benefits of financial products and goods and appealing to buyers’ emotions of comfort, joy, and security may sway their decision. This technique can create a more engaging narrative that engages potential clients more deeply and makes them want to work with you.

This is not to say that any discussion of features in your financial material should be avoided altogether. To offer potential clients helpful information, employ feature-driven language in your financial media agent marketing plan. Remember to offset it with content that is benefits-driven in order to better grab the attention of your target audience and motivate them to take action.

3. Use Relatable Language

Your financial writing will come across as more relatable and assist you in building a relationship with your readers. When you speak in terms that your potential customers can relate to, you’ll open their minds to your message since it will make them feel at ease and familiar. When you are crafting interesting content, remember that you are writing for real humans, not just computers.

This tactic helps potential clients who envision themselves utilizing your services develop a strong emotional connection. In contrast, content that lacks a conversational tone and accessible language—such as examples of financial jargon and complex financial topics—may come off as impersonal or disconnected, making it more difficult for readers to relate to the media services.

4. Don’t Underestimate the Power of Email Marketing

One of the most effective tools for establishing connections and generating leads is email marketing.

To build an email list, contact information from potential customers, attendees of events, and lead-generating campaigns may be obtained. After you have a list, you may send newsletters with information about finance industry trends and market updates, invitations to events, client endorsements or success stories, and more. Depending on the preferences of your clients, you may also send emails with personalized notifications.

Regularly sending relevant and high-quality content to your email subscribers will build your reputation, foster trust, and ultimately hasten the expansion of your company.

5. Craft Compelling Headlines

Your headlines need to catch the reader’s attention in a crowded field. In financial marketing content, you have a few seconds to convince potential buyers to interact with a certain description; if your headline isn’t compelling enough, they could swiftly scroll past. Make your headlines snappy, interesting, and instructional if you want to attract more qualified leads. The elements that set your financial advisers and media apart from the competition and attract new clients should be emphasized in their headlines.


6. Optimize for Search Engine Optimization

Since search engines are the first point of contact for over 90% of online engagements, the importance of SEO for financial copywriting cannot be overstated. It’s imperative that you consistently create top-notch content for your website and incorporate relevant keywords into your material. You’ll boost the organic traffic to your website and its visibility in search engine results by doing this.

Remember that you are still writing for readers, not machines, whenever you optimize content for search engines. It’s not required to silence yourself in favor of keywords. Your strategy should organically incorporate intentional keywords to help your target audience find the web 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 Finance Copywriter, Samantha Hawrylack


Working with a financial copywriter will improve the performance of your coaching website and marketing materials.

A proficient financial writer can craft blog posts, promotional materials, and service descriptions that resonate with your target audience, therefore boosting engagement and generating leads. Copywriters that are adept at understanding your target audience will craft language that reflects their deep understanding of current trends and the stock market.


Additional Content Marketing Services We Offer For FINANCIAL MEDIA

Our Framework for FINANCIAL MEDIA 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 help you engage your audience and boost sales by effectively communicating the unique features, benefits, and selling factors of your business. They achieve this by producing interesting writing and material. Financial media copywriters know how to use buyer psychology and storytelling to emotionally connect with ideal clients and inspire action, in addition to researching their target audiences, following financial industry trends, and optimizing content for search engines to maximize visibility and reach.

A: Consider employing a financial media copywriter if your financial copy and content aren’t getting the attention you desire and your conversion rates aren’t improving despite your continued marketing efforts. It’s also possible that you’re struggling to articulate to others the unique value proposition, benefits and features of what you’re giving. It’s also probable that you won’t have enough time to create the voice and financial topics for your brand as your company grows and you take on additional initiatives that have an impact.

A: Although content writing, ghostwriting, and financial copywriting have many characteristics, they also differ greatly from one another. Copywriting for financial media is the art and science of creating an attention-grabbing message that motivates your target audience to take action, such as contacting you for a consultation or call to action or being up to date or asking questions about a posting. Creating engaging and informative content is the primary objective of content creation since it improves your website’s search engine rankings, establishes your authority, and boosts website traffic. Ghostwriting is when financial media or a copywriter produce quality content or text for your business without claiming credit for their work.


It is important to remember that readers, not search engines, should be the primary audience for your financial writing. Although it’s important to choose your keywords wisely for your blog posts and website text, you should eventually provide content that is truly helpful to those who are searching for it. When you read your blog post or website text from your target audience’s point of view, see whether you can discover the material they are searching for quickly and find yourself attracted in.

A: A financial media copywriter should be well-versed in complex financial concepts like SEO and market research, and they should be able to craft compelling narratives that resonate with your target audience. Your financial copywriter needs to be able to bring the value proposition your services to life through a deft narrative. They should also have a substantial portfolio of previous work and a deep understanding of the financial industry.

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 media professional, 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!