finance author marketing plan

7 Steps to Create the Best Finance Author Marketing Plan

A finance author marketing plan is the best way to build a larger clientele and grow your business. While word of mouth works for some, there are other marketing activities you should use to promote your books or other financial content.

Today’s clients are online, whether reading emails, surfing social media, or conducting searches in major search engines. If you aren’t marketing to your audience online, you leave your prospective clients to your competitors.

The key is to create a marketing plan for finance authors that caters to your audience and showcases you as a leader in the industry.

Why a Finance Author Marketing Plan Is Important

Digital marketing planning is the key to reaching your prospects in any industry, including financial professionals. With the onslaught of advanced technology, your audience has many opportunities to find financial authors they can trust.

A proper book marketing plan is critical to reaching your target audience, letting them know what you offer, and that they can trust you.

The right marketing strategy includes various tactics meant to meet prospects where they are, regardless of platform.

For example, ranking high on Google is crucial, but you shouldn’t stop there. It’s excellent when prospects can find you on Google’s first page, but they usually need more. So while ranking on Google’s first page will help increase website traffic, converting them to buyers takes a solid marketing plan.

Finance Author Marketing Ideas That Work

Finance authors have many marketing activities at their disposal today. Maximizing your business marketing strategies to include as many of these methods as possible may help increase sales and reach success.

Local SEO 

Search engine optimization is one of any business’s first digital marketing strategies. SEO makes your finance author services visible to your target market. When done right, you should rank on the first page of Google because you’ve used the proper techniques to help your content writing rank higher than competitors in the finance industry.

But local SEO takes it to another level. It aims your keywords at your local target audience. So, for example, if you’re an author in San Francisco, your marketing strategies would include keywords with the words San Francisco in them.

This method takes your marketing efforts up a notch. It lets you hyperfocus your content on the people most likely to need it. So, for example, if prospects search ‘finance author in San Francisco,’ you’d want to be one of the top results. They may connect more with you because you’re local.

Content Marketing

Consistent content is the key to keeping your target audience engaged and sharing important information. Once you have their attention by getting them to notice you on the search engine results pages, you must show you are the leader in the industry. Use the opportunity to set yourself apart and give yourself a competitive edge.

Content marketing allows you to market without being aggressive. The right content marketing strategy provides valuable content for your audience and ensures you provide the content they want. In addition, it offers the chance to develop yourself as a leader in the industry by providing industry insights, helpful tutorials, and information prospects can use to consider you a viable choice for their financial information.

Content marketing can include blog posts, newsletters, emails, social media posts, and videos. Providing various marketing materials helps increase your reach to your target audience.

Email Marketing

Email marketing helps keep your audience engaged. It doesn’t require them to visit your company website or social media page. Instead, you push out emails in strategic intervals allowing you to provide updates, promotions, or breaking industry news.

The key to email marketing is to have a call-to-action to sign up for the newsletter. This allows your target client to accept emails from you that may include sales tactics for your products.

Email marketing isn’t just about sales, though. It’s another way to show your audience you are an authoritative figure in the financial advisor industry, and investing in you is worth it.

Social Media Marketing

Your business strategy as a finance author should include social media. It may not seem practical or necessary, but it’s vital to building author brand recognition and earning your target audience’s trust.

The key is finding your niche market and determining the social media platforms they use. Next, you should create a social media strategy focusing on this market. There are many platforms to consider, including LinkedIn, Instagram, Facebook, and TikTok.

Typically, audiences on Facebook aren’t on the more modern platforms, like TikTok, and vice versa. So it pays to know where your audience spends time so your book marketing plan has the most significant return on your investment.

You can interact with your audience much easier on social platforms, responding to comments, messaging followers, and posting relevant content.

Giving your audience the feeling that you’re a ‘real person’ and care about their needs is key to proper marketing strategies.

Relationship Marketing

Relationship marketing is a critical factor for any author. Developing relationships with key players in the field can help you build brand recognition.

Think about the professionals in your area or online that you should get to know and who you want to trust you, such as real estate agents, attorneys, CPAs, and even small business owners. Have them help you build your in-person and online reputation to increase book sales.

The more professionals that share your name, the easier clients can trust you. Never stop networking to keep your audience engaged.

PPC Marketing

PPC or pay-per-click marketing isn’t an organic marketing strategy but can provide a good ROI. PPC marketing is a modern method of cold calling. Interested people will click on the advertisement and follow your call to action. Likewise, your niche market may respond positively if you ask for an email address in exchange for a sample of your book, newsletter, or other value-added content.

PPC or paid marketing doesn’t have to be intrusive or feel offensive. When planned right, it targets the right audience, so the people that see the ad are grateful for what’s put in front of them.

Creating a Finance Author Marketing Plan

finance author marketing plan

Creating the best digital marketing strategy starts with a plan. Your goal should be to stand out as a leader in the industry, and here are the steps to do it.

Create Your Marketing Goal

You can’t create online marketing strategies without goals. So start with one, and work your way up as you see progress.

Your goals should be both short and long-term. Focus on what you want to see of your business today, a year from now, and even five years down the road, and determine how your marketing efforts fit into the picture.

Make sure each goal is SMART or:

  • Specific
  • Measurable
  • Achievable
  • Relevant
  • Time-bound

When you set SMART goals, you can see your progress and alter any marketing efforts if they aren’t providing the desired results.

Common examples of marketing goals include:\

  • Increase brand awareness
  • Generate interest and get quality leads
  • Narrowing your market
  • Provide personalized digital experiences for your audience
  • Upsell current clients
  • Find new clients

Identify the Target Audience (Niche)

You may have already started discovering your target audience when creating your marketing goals. However, getting as specific as possible is the key to creating a successful marketing plan for finance professionals.

To identify your audience, list your ideal client’s goals and objectives, which will help narrow your audience. For example:

  • Are you writing content for young families?
  • Is your content focused on people nearing retirement?
  • Do you focus on FIRE or other special personal finance methods?

As you create your audience, you can segment them into groups. This will help when you create a strong marketing plan tailored to your clients. For example, if you have two demographics, your marketing strategies will differ for each group.

Your content marketing should then focus on these goals so it’s of interest to your audience. Whether you’re sending your audience emails, creating blog posts, advertisements, or updating social media pages, they should focus on the messages your target market wants.

Today’s consumers use digital technology to learn as much as possible to learn about personal finance. If you provide that knowledge and guidance, you’ll be a natural decision for them.

Describe What Makes You Unique

Searching for a knowledgeable financial professional online often provides thousands of results. Unfortunately, they may all look the same; the right strategy requires you to brand yourself and stand apart from the competition.

Consider the values you provide your readers and use that in your advertising efforts. For example, include client testimonials to further your point and show potential clients what you offer.

Consider including your credentials and experience in your marketing, especially digital efforts. However, ensure that your marketing efforts are consistent throughout all platforms. No matter where readers find you, they should immediately recognize your brand.

While you should look at other finance authors and see what they do, don’t copy them. Instead, think, ‘What can I do differently to make me stand out and sell more?’ That’s what will get the attention. Unfortunately, many authors copy one another. This makes reaching your business goals and getting more sales hard.

You want to be different. Be the one that stands out and shows your audience why you are the leader in the professional financial industry.

Determine Your Budget and Timeline

Any business decision must consider what you can afford. Every dollar you spend on marketing should have a decent return on your investment. In other words, don’t jump head-first into PPC because it sounds like it will make the most money.

Instead, create a marketing plan that fits your budget and allows enough time for you to see results. You won’t see overnight returns, and anyone that promises that isn’t telling the truth. A book marketing plan takes time to show progress.

The best overall marketing strategy includes short and long-term strategies that allow for some ‘quick wins’ and other longer-term efforts to help you gain a larger market.

Wisely Choose Content Platforms

Today’s finance author has many options for a digital marketing strategy. However, don’t assume one is automatically better than the other. Instead, determine where your target market spends their time and focus your time, money, and effort when publishing content.

Some common platforms to consider include the following:

  • Social Media Marketing Platforms – Social media is an option for most authors. It provides a way to continue connecting with existing clients while targeting prospective ones. The key is to determine which demographic you’re targeting so you choose the right social media platform to use.
  • Email Marketing Platforms – Email marketing is a great way to entice cold leads and build relationships with existing readers. When people opt-in to your email list, they want to hear from you. This works for most demographics as long as you provide valuable and informative resources, not just to push sales.
  • Send Engaging Newsletters – Newsletters help keep your audience informed about the latest industry news, changes, hot tips, or new products. It’s a way to provide a broad range of information in one email and to show yourself as an influential leader.
  • Master the Art of Blogging – Blogging is a crucial content marketing strategy. It allows you to continually rank in the search engines by targeting new keywords and focusing your posts on the needs of your target audience. All blog marketing ideas should be published consistently, whether monthly, weekly, twice a week, or some other timeframe.

Execution and Tracking

The final step is to execute your plan! The best-laid plans are those that you put into motion. This is how you’ll determine if your plan works. You’ll grow your client base if the search engines agree and rank your content on the first page.

The key is to have analytics to review, such as Google Analytics, so you can tell how your efforts pay off. You won’t know if you’re gaining traction if you don’t have a baseline and then new results to compare.

You can also set goals, such as obtaining five new clients a month or reconnecting with ten current clients, and see how you do.

The key is to constantly check your progress, see how you’re efforts pay off, and make any necessary changes.

Additional Finance Author Marketing Ideas 

Digital finance author marketing is paramount to growing your business, but here are some additional finance author marketing plan ideas to grow your business even further.

  • Build Relationships with Leads and the Community – The key to any effective marketing for finance authors is to build relationships with your leads and the local community. Find unique ways to get involved in your community so your author brand becomes a household name. You want your name known even in the mouths of people outside your target niche. The more people who know and talk about you, the more business you’ll get.
  • Become a Local Sponsor for an Event – By sponsoring Little League players, schools, or other public events, you get your name out there while helping the community. When you support something, you aren’t pushing sales. Instead, you show you’re invested in the community and care about them. Again, this naturally gets your name out there and in the eyes of your target clients.
  • Write a Book – If you want to create the image that you’re a leader, write a book, and you’ll jump leaps and bounds ahead of your competition. There’s something authoritative about having your name on a book. Your audience will look to you as the expert because of the large amount of information you share with them.
  • Become a Podcast Guest – Podcasts are becoming more popular today, and hosts always look for guests. Find a podcast that speaks to your audience and be the ‘expert guest’ sharing bits of knowledge that makes your audience think of you. In the podcast, you can provide educational content as well as humor or fun to shake things up and show the ‘human side’ of yourself.

Tips for a Solid Digital Marketing Plan

Market volatility, competition, and the sheer stress of providing a unique value proposition to your audience can seem overwhelming, but here are some simple ways to ensure your finance author marketing ideas work.

  1. Invest in a Quality CRM Application for your Leads – The back-end work required for any marketing efforts can feel overwhelming and take a lot of time. However, using a quality CRM application can streamline the process, allowing you to automate many processes making the most of your time.
  2. Establish Effective Processes and Organization – Don’t try to reinvent the wheel. Find effective methods, get support from a marketing professional, and organize your time. This ensures you don’t burn the candle at both ends without seeing results.
  3. It may require some trial and error to see what marketing efforts work and which don’t. Some may be too time-consuming or not sit well with your audience; others might blow the numbers out of the water.
  4. Build Your Sales Funnel – It’s essential to have a strategy to move your prospective clients through the sales funnel. They’ll start as cold leads, but once they show interest, they are warm leads, and then your job is to turn those quality leads into clients. It’s a process of relationship building, educating, and selling.
  5. Use Google Advertisements – Google ads may help you get more leads, but it costs money. Ensure you’ve created a workable marketing budget, including paid ads. While most of the strategies discussed here are organic (free), this method requires you to pay for more visibility, but it may help you earn more clients.
  6. Make it Easy for People to Book a Call with You – Prospective clients don’t want to hunt for a way to book a call with you. If your contact details are not readily apparent, they’ll move on to your competition.
  7. Make Your Website User-Friendly and Compliant – Be sure your website is as simple and user-friendly as possible and complies with industry regulations. If you’re unsure what this is, working with a marketing consultant is best.


How Do I Track the Performance of My Finance Author Marketing Campaigns?

There are many ways to track the performance of your finance author marketing campaigns. At SJ Digital Solutions, we use a variety of analytics to determine how your campaigns perform and share the information with you so you understand the next steps.

How Much Should I Budget for My Finance Author Marketing Plan?

Every finance author has a different marketing budget. Since there are many organic ways to get quality leads, you shouldn’t have to break the bank for your marketing plan. However, you want to budget enough marketing dollars so that you’re able to see the results you desire.

How Long Do Finance Authors Need to Market Themselves Before Seeing Results?

No one sees results from marketing overnight. We also can’t say exactly how long it will take. For some, results are apparent within a few months; for others, it takes six months or longer to see a difference.

How Often Should Finance Authors Send Emails?

How often you should send emails depends on your audience. Typically once or twice a month is good, but if you target the younger generations, you may get by with more frequent communication to engage your audience.

Do Finance Authors Need to Be on All Social Media Platforms?

Finance authors should be on the social media sites their target audience likes. For example, if you target older generations, Facebook will likely give you the best return on your investment, but if you target younger generations, you may want to look into Instagram and TikTok.

Get Professional Help With Your Finance Author Marketing Plan

If you’re scratching your head wondering how you’ll start or implement a finance author marketing plan, it’s time to get professional help. The experts at SJ Digital Solutions provide extensive experience and knowledge in personal finance and marketing to help you create a marketing plan that works.

If you’re ready to work with an agency that will help you see a real difference in your client base with new marketing strategies, contact us today!