How Copywriting for Virtual CFOS

Can Increase Your Customer Base​

In the very competitive world of finance, businesses need to stand out from competitors and draw in potential clients and investors with compelling copywriting.

The art of copywriting involves more than just creating material for a website if virtual CFOs are to succeed in online marketing. Whether it’s an email series or a sales page, your content should solve the issues that your audience is facing, inspire action, and increase their sense of self-worth. It should properly represent and convey the reasons they should be adding virtual CFO services to their business.

Financial copywriters usually employ specific techniques and conversion strategies to create compelling content, email marketing, and financial management marketing materials that spark readers’ interest, increase sales, cultivate connections with ideal clients, and position their company as an apparent leader in the niche financial services industry.

So, here are 8 virtual CFO services copywriting secrets that’ll help you turn heads with a strong message.

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What Is Copywriting in the Financial Industry?

The art and science of creating engaging and educational material for the financial markets that sparks interest in financial performance and turns devoted customers or prospective partners in financial operations into passionate investors is known as finance copywriting. You may motivate your target audience to take advantage of your offer by explaining the advantages of your financial products and competent financial advisers in a clear and concise manner.

Simply put, financial copywriting is a way to speak directly into your target audience’s minds and convince them to take action.

Customer psychology, keyword research, in-depth financial analysis, market research, creativity, narrative, and research skills are all used in the copywriting of Virtual CFOs to produce financial content that converts well.

Examples of Financial Copywriting for Virtual CFOs

Many financial copywriting strategies can be required for your business owner or company. Each compelling piece of content you create should have a clear goal during the conversion process and be distributed through various channels.

Financial Copywriting for Virtual CFOs
  • Sales Pages: Sales pages are landing pages designed to convince people in your target market to take a certain action, like scheduling a consultation or investing in your business. They use attention-grabbing language and calls to action to increase conversions and underline the advantages and potential of your virtual CFO services.
  • Website Copy: Website copy is the text that you employ to highlight your client-focused company procedures and establish your authority in the financial industry. You need to create clear and educational financial copy for your services pages, home page, and other places.
  • Email Sequences: Email sequences, sometimes known as virtual CFO leads, are sets of prewritten letters sent to clients ahead of time. Sequences used in the financial industry might include onboarding letters for new clients, marketing emails highlighting unique deals or services, or educational content on financial principles.
  • Nurture Emails: Over time, nurture emails can assist you in developing connections and trust with virtual CFO leads. By offering clients enlightening analysis, practical tools, and information, these emails preserve your company’s exposure, create leads for virtual CFO services, and help them make informed financial decisions and plans.
  • Social Media Captions: You need high-quality content for your social media channels, such as LinkedIn, Facebook, and Instagram, to attract and nurture your target audience.
  • SEO Blog Posts: SEO-optimized blog posts position your company as a trustworthy authority among financial businesses by offering educational, financial material on topics relevant to your target audience. They also increase organic traffic to your website.
  • Ad Copy: If you use social media advertisements or paid advertising platforms like Google, your ad copy needs to be strong. It should draw readers in, clearly state the key benefits of your financial expertise, and encourage them to click through for further details or to take action.

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Why Is Financial Copywriting Important?

Virtual CFO service copywriting builds your reputation with potential customers, persuades them of the worth and value of what you have to offer, and eventually encourages conversions. It distinguishes your company from the competition and encourages the future growth because of enduring bonds with your ideal client and target market. Effective copywriting for financial services is one of the biggest investments you can make in your business.

8 Conversion Strategies to Improve Your Copywriting for Virtual CFO Services

Because the financial industry is so competitive, your virtual CFOs need to be very good copywriters. To achieve that, you don’t need to prove that you understand complex financial concepts or that you are an expert in difficult technical jargon. Instead, focus on getting your message in front of as many individuals as possible. Your chief financial officer and corporate leaders might use the following eight strategies for financial copywriting.

1. Speak Directly to Your Target Audience

When you directly connect with your target market, people can relate to and sense that your brand understands them. This builds trust and raises the likelihood of engagement and conversion to new business.

Find out what problems or objectives your target audience is trying to solve, what obstacles they might encounter, and what kinds of solutions they are searching for. Next, compose your financial content to satisfy your friends’ or family member’s needs and desires immediately. Reduce the focus on the argument you want to make in your persuasive writing. Compose content that you want readers to see.

2. Highlight the Benefits of Your Virtual CFO’s Services

It’s easy to get hooked on your financial knowledge because of your familiarity with virtual CFO services, industry jargon, and the characteristics of your services, rather than their advantages in a hard sector like money management and debt simply. This demonstrates your expertise in intricate subjects, but it also makes it more difficult for readers to connect with your financial copywriting. Why?

In actuality, your target market is more drawn to the advantages and many benefits your virtual CFOs offer than to their disadvantages. These advantages include wealth development, financial stability, savings accounts, and peace of mind. If you highlight the advantages that correspond with your reader’s goals and objectives, your writing will be more persuasive.


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3. Focus on Clarity

Your target audience should be able to understand your financial copywriting with ease. The folks you might be able to help are very busy. People will quit your website or landing page in search of a clearer answer if it is overly cluttered or convoluted.

When writing financial information, stay away from using jargon, other financial instruments, and technical phrases; instead, concentrate on being straightforward and brief. Even if you are an authority in finance, keep in mind that your audience might not be familiar with all of the lingo. It’s important to consider whether or not your audience will be able to grasp what you’re saying while writing copy.


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4. Write Compelling Headlines

When creating content for financial goods, you should use headlines that specifically target the most critical ideas you want to convey to your audience. Eight individuals will typically notice the headline and two people will read the full content. To generate leads for a virtual CFO and direct them to the relevant section of your website or landing page, use headlines.

5. Optimize for SEO

Even though your audience is in dire need of your top financial advice and expertise, if they can’t discover you, they won’t be able to invest in you. Improve the search engine optimization of your landing pages for financial information, small businesses, and virtual CFO services, and you may see a rise in high-quality leads and greater conversion rates for your company or virtual CFOs. Because less than 1% of users click through to the second page of Google results, you must continuously increase your ranks.

You need to be quite careful about the terms and phrases you use in your writing if you want to maximize the search engine optimization of both your websites and your financial content. In this manner, Google (or any other search engine of their choice) will display your material when someone searches for your virtual CFO’s article or a word that sounds similar. SEO-optimized content not only increases website traffic but also improves the user experience for visitors by offering pertinent and instructive material that matches the search intent of your target audience.

6. Nail Your Brand’s Voice

Maintaining a similar message across all platforms may help you build audience trust and familiarity. Your target market wants to relate to your brand and comprehend your guiding principles. A distinctive brand voice that captures the essence of your company’s beliefs, perspective, and conversational tone is essential if you want to make a lasting impression in the cutthroat world of financial institutions.

Does your company take care of and assist its clients? Then you might add something like, “We recognize that handling your finances can be difficult. We are here to provide you with the direction, information, and encouragement you require to effectively achieve your financial objectives.”

However, your brand may also be imaginative and progressive. Thus, you may say in your marketing materials, “We’re revolutionizing the way you view money.” Our cutting-edge instruments and technology assist our clients in their complex financial challenges and achieving true financial well-being and freedom.”

It’s best to take your time developing internal policies and developing your brand’s voice. These rules should be adhered to in all marketing communications, whether you want marketing staff to employ a business or more informal tone.

7. Use Social Proof

You will still need social proof to back up your claims of financial accuracy and persuade prospective customers that hiring your best money specialists is a wise investment, even if you have excellent material and a stellar example. Financial copywriting services and social proof may be described with a variety of tools and techniques, such as case studies, white papers, financial statements and testimonies.

8. Address Objections

In their quest to begin offering virtual CFO services to more clients, potential clients and customers might not be aware of if your offering is a suitable fit for them individually.

When generating financial content, it’s important to anticipate and handle frequent challenges that come up with producing virtual CFO leads and satisfied clients during the financial and strategic planning and decision-making process. By anticipating and reassuring your audience, you can provide material that will increase their trust in your virtual CFO service and increase the likelihood that they will convert.


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Additional Content Marketing Services We Offer For VIRTUAL CFOS

Our Framework for VIRTUAL CFOS 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 provide written content that is both convincing and educational to the financial and small business owners. Credit unions, fintech businesses, financial instruments, investment firms, the finance sector, experts, and other financial professionals may be among their clientele. With the help of a finance expert copywriter, you can communicate difficult and complex financial ideas and concepts in a way that makes sense to your target audience. They don’t just write content, though. To make sure that your content generates virtual CFO leads, establishes brand trust, and forges enduring bonds with a client or business owner, they also do research and keep an eye on market developments in the financial services sector.

A: A financial copywriter is required. If your target audience is finding it difficult to understand complicated or challenging financial issues, products, or themes, and your messaging is inconsistent across platforms, your conversion rates are stalling. Should readers find your material unclear, dull, or ineffective in motivating them to take action, you may want to consider employing a professional financial advice or copywriter. Nonetheless, the commodities and financial services sectors also have space to develop. Working with a financial copywriter might help you maximize the language and reach of your existing content marketing campaign if your company isn’t growing as quickly as you’d want.

A:  The main objective of a skilled financial copywriter is to develop content that immediately tackles any potential problems, appeals to the reader, and emphasizes the advantages of doing business with your organization or paying clients. If you would want to see a rise in organic traffic to your website or landing page offering virtual CFO services, your messaging has to be clear, concise, and optimized for search engines. When writing content, you should show off diverse expertise and your financial market knowledge in a way that is understandable to your target audience.

A: The main goal of content creation and writing skills is to provide interesting data and compelling stories to inform or engage virtual CFO lead generation. Two examples of content authoring are social media and SEO blogging. “Ghostwriting” is the practice of hiring a copywriter to write for your company without giving them credit. Contrarily, the goal of financial copywriting is to influence and convert readers to take a desired action, such as scheduling a consultation call or purchasing your financial services.


A: Competent financial copywriters carefully incorporate pertinent keywords and phrases for search engines into their work while retaining its persuasiveness, clarity, and relevancy in order to blend SEO with captivating finance copywriting. Naturally, you should use keywords in headers, subheadings, and the body of web pages to maximize search engine visibility for useful material without compromising readability or user experience.

A: A virtual CFO copywriter must know about financial concepts and lingo to effectively communicate complicated subjects to your audience. They must also be imaginative and have a firm grasp of consumer psychology to give valuable insights and provide captivating content that draws readers in and encourages conversions. Financial copywriting is both an art and a science. Therefore, you need a copywriter who can write effectively and create a compelling conversion plan.

A: Investing in financial copywriting services should increase conversion rates and lead generation. Properly stated financial data may strengthen your company’s credibility and dependability, which can strengthen relationships with both existing clients and potential new clients. By using SEO optimization, hiring a copywriter may also assist your website receive more organic traffic and become more visible. Find out what results SJ Digital Solutions has achieved for its clients.

Connect With a Certified Conversion Copywriter at SJ Digital Solutions

Effective copywriting is the key to your success in capturing the attention of your audience and driving conversions. At SJ Digital Solutions, we use tried and tested conversion copy strategies so you can confidently grow your revenue, value, and impact.

The best part? We write your website copy, email sequence, blog post, or social captions in just one action-packed Conversion Copy Day. If you crave more clarity around your business messaging and are ready to scale, get in touch with us now!