6 Financial Copywriting Tips

for Financial Speakers​

There are now more financial advisors and speakers in the market, which has led to increased competition and new opportunities. Having a speaker and strong financial copywriting abilities is essential if you want to stand out from the competition and bring in new business, whether you are an agency serving a wide range of clients or a stand-alone financial advisor or speaker.

Writing about financial decisions and knowledge is not the only aspect of financial copywriting. It all boils down to telling a narrative that will inspire both present and future clients to go toward their financial goals and objectives. Conventional financial speakers’ tales may be reworked into captivating narratives with complex ideas and content that appeal to your target audience and encourage them to get in touch with you or buy your own financial products too.

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What Is Financial Speaker Copywriting?

Financial copywriting is the skill of creating engaging written content for financial services, savings accounts, retirement savings, planning, asset allocation, industry news, or banking services. It entails creating aesthetically pleasing financial content that convinces potential clients or consumers of the unique benefits and features of your financial speaking services.

Effectively crafted, financial copy and material for media outlets inspires readers to take desired actions, such as scheduling a meeting with a top financial advisor or speaker, in addition to providing them with information. Keep in mind that 55% of consumers are more likely to buy a financial product if they think the brand’s story is interesting. For this reason, financial copywriting is crucial to marketing.

Types of Copywriting for Financial Speakers

Financial copywriting comes in a variety of forms, and each has a unique function when it comes to connecting and interacting with ideal clients and businesses. Below is a summary of the several categories of financial copywriting:

Financial Copywriter for Your financial coaches
Copywriting Strategies for financial coaches
  • Website text: Your website should have easily readable and visually appealing content that highlights your experience and introduces people to your offerings.
  • Social Media Posts: Maintaining a consistent and engaging online presence on social media platforms like Instagram, LinkedIn, and Facebook can expose you to new customers and build brand awareness.
  • Email newsletters: Sending newsletters regularly is a fantastic way to keep clients informed about market trends, best practices, and industry news.
  • Sales Pages: Financial speakers may create sales pages promoting certain financial products or services according to their intended audience.
  • Blog Posts and Articles: Articles and blogs cover a wide range of financial subjects. They increase the number of links pointing to your website and the credibility of your financial content.
  • Financial Coach Advertisements: These ads are meant to spark interest in your company’s financial speaker services.

The themes listed below are not all-inclusive for financial speakers. Depending on your area of expertise in finance and the objectives of your ideal customer for your financial firm, you may utilize not just the features but a range of financial copywriting tactics to captivate and convince your target audience.

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The Benefits of Financial Copywriting for Financial Speakers

Financial copywriting has significant advantages for many financial advisors, other financial institutions, advisers, the media, and businesses. It improves engagement, conversions, and the brand’s voice impression. According to data, personalized content may result in 42% greater conversion rates, underscoring the importance of tailored messages in the financial services industry. Furthermore, businesses with an active blog receive 97% more links pointing 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, yet content marketing produces three times as many leads at a cost that is 62% lower than that of typical outbound strategies. Simply stated, creating quality financial content boosts your performance in the financial markets and helps you stand out in a crowded market.

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

1. Research Your Target Audience

Understanding the motives of your target audience is essential to creating financial content that may persuade them. Gaining an in-depth awareness of their financial goals, issues, and pain points might help you produce high-quality material that speaks directly to easy-to-understand motives and worries. When you can emotionally connect with an audience, you’ll have a lot more success influencing them.

The ideal target audiences for you could depend on the services you offer. If you want to tailor your east to understand messaging to each of their desires, ambitions, and objectives, you have to do a thorough investigation on them all. Through social media analytics and by visiting websites like Reddit, where members of your target audience are candidly sharing their opinions, you may poll, speak with, and acquire information from customers.

2. Focus on Benefits, Not Features

By emphasizing benefits over features, you can create service descriptions and other financial data that captivate your target audience on an emotional level and present an engaging story.

It is possible to sway consumers’ financial decisions both by highlighting concrete examples of the benefits of financial goods and services and by appealing to their sense of comfort, contentment, and security with financial concepts. This technique can help you tell a more engaging tale about financial goods that will attract potential clients and persuade them to work with you.

This is not to say that any words should never be discussed in your financial content. Use feature-driven language in your financial speaker marketing strategy to give potential clients helpful financial information. Remember to counterbalance it with content that is benefits-driven in order to better grab the attention of your target audience and motivate them to take action to save money now.

3. Use Simple Language

It will assist you in building a deep understanding and rapport with your readers on an emotional level and lend greater relatability to your financial writing. By making potential customers comfortable with your language, you might be able to get them to be more open to your message. When you are crafting interesting content, remember that you are writing for real humans, not just computers.

This more conversational tone and language approach fosters a strong relationship between potential clients and individuals who anticipate returning to use your financial services. However, material that lacks a conversational tone and plain language, such as financial jargon and complex financial concepts and financial topics, might come off as impersonal or detached, which makes it more difficult for readers to relate to financial speaking services.

4. Don’t Underestimate the Power of Email Marketing

One of the strongest strategies for generating leads and fostering connections is email marketing.

Email lists may be created by collecting contact information from potential customers, event attendees, and lead-generation campaigns. After obtaining a list, you may distribute newsletters that contain information about the financial services sector, event invitations, a proven track record and success stories, and more. Depending on what your customers desire, you may also utilize personalized notifications in your emails.

By regularly sending your email list readers high-quality, timely content, you will build credibility, foster trust and devoted customers, and ultimately promote your company’s expansion.

5. Craft Compelling Headlines

Your headlines need to catch the reader’s eye in a crowded field. You only have a few seconds with financial marketing material to entice readers to click on a particular description; if your headline isn’t compelling enough, they could scroll right by it. Create attention-grabbing, educational, and concise headlines if you want to get more high-quality leads. Your financial advisors’ and speakers’ headlines should emphasize the qualities that set them apart from the competition and attract new clients.

6. Optimize for Search Engine Optimization

Given that over 90% of initial online encounters take place through search engines, the importance of SEO for financial copywriting cannot be overstated. It is imperative that you regularly create educational material for your website visitors and incorporate relevant keywords into it. 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 when you optimize content for search engines. It’s not essential to quiet yourself in favor of keywords. Naturally, your strategy should include intentional keywords to help readers engaged your target audience locate 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 optimization, research 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 professional, financial planning adviser or copywriter will improve the performance of your financial speaker website and marketing materials.

A proficient financial writer can craft blog posts, service descriptions, and promotional marketing materials using technical language that resonate with your target audience, boosting engagement and generating leads. Proficient copywriters specializing in finance who understand your target audience will use language that demonstrates their in-depth understanding of the stock market, investment strategies, and current developments.

Additional Content Marketing Services We Offer For Financial Speakers

Our Framework for Financial Speakers 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 draw in clients and boost sales by effectively communicating your business’ unique features, benefits, and selling points through writing and content that engages readers. Financial copywriter and speaker copywriters employ buyer psychology and storytelling to emotionally connect with prospective clients encouraging readers and inspire calls to action. They also study trends in the financial sector, perform market research, optimize content for search engines to boost exposure and reach, and more.


A: Consider hiring a financial copywriter if your financial writing and marketing content aren’t getting the attention you desire and your conversion rates aren’t increasing despite your consistent marketing efforts. Another explanation is that you’re having trouble communicating to others the unique qualities, benefits, and value proposition of what you have to offer in financial freedom and wealth management services. Additionally, you probably won’t have enough time for finance copywriting as your company grows and you engage in more significant activities to create a voice for the brand and pertinent financial material.

A: Although financial copywriting, content writing, financial copywriting examples and ghostwriting have many things in common, they also differ greatly from one another. Copywriting for financial speakers 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, issuing a call to action, remaining informed, or asking questions regarding a posting. Creating engaging and instructional content is the primary objective of content creation since it improves your website’s search engine results, establishes your authority, and boosts website traffic. Copywriters and financial speakers who produce excellent content or material for your business without claiming credit for their work are known as ghostwriters.


It’s critical to remember that readers, not search engines, should be the primary audience for your financial writing and thought leadership articles. Although it’s important to choose your website’s and blog posts’ keywords wisely, you should eventually provide content on landing pages that is truly helpful to those who are searching for it. Examine whether it’s easy for you to obtain the facts your key demographics and target audience wants to know and whether reading your blog post headline writing or website content from their point of view draws you in.

A: A financial copywriter should possess the skill of crafting captivating stories that resonate with your target audience. They must also be well-versed in complex financial industry jargon like market research and SEO and be able to persuasively explain how your services bring value. They also need to have a substantial and diverse portfolio of previous work and be well-versed in the financial industry.

Get Converting Financial Copywriting Services From SJ Digital Solutions

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

As a certified financial planner, 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 even sell financial products for you while you focus on CEO tasks. Get in touch with us to take financial copy for your business to the next level!