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Where Does Your Talent Lie with Financial Services Copywriting

by Olufisayo
Financial Services Copywriting

A financial counselor is a specialist in their field. Most hope to pass their knowledge onto clients using informative content but find copywriting a skillset outside their strengths.

It can be difficult to be engaging with financial copywriting, but the audience will only interact with text that draws their attention and drives their desire to keep reading. When done adequately, an article or blog post will produce the counselor’s desired outcome.

When trying something new, the effort requires becoming familiar with the basic principles and then practicing exhaustively. With informative content, blogs and articles, the text needs to offer value and be relevant, get to the point and run with that idea swiftly.

How To Navigate the World of Financial Services Copywriting

The pros in the financial industry want to provide their clients with as much knowledge as will render their position with the customer valuable. In that vein, many counselors take pen to paper, so to speak, to produce relevant content that engages and informs.

The challenge for some is that their strengths lie with numbers and analysis instead of the written word. Developing talent begins by becoming familiar with blog and article writing principles and practicing constantly.



Once you grasp the concept, you’ll be able to draw the audience, keep their attention, and get the results you want to achieve.

Learn the attributes of good financial copywriters at https://yellowtomato.biz/7-attributes-of-great-financial-copywriters/ and follow here for tips on how financial counselors get started in copywriting for their clients.

Learn your clientele

It’s difficult to write for an entire audience. Instead, the objective is to concentrate your efforts on a specific persona, your ideal target customer or clientele.

When developing a persona for whom you’ll be writing, you’ll need to figure out what these individuals struggle with the most and how you can resolve the issues. What do your clients strive for in their lives, objectives or dreams, and what do they dread or fear?



When producing a piece of content, the information must be relevant to the audience’s ply, offer value, essentially get to the point and drive it home succinctly. When done adequately, these people will want to react to what they’ve just learned.

Understand your purpose

When you start with financial copywriting, you need to determine the piece’s purpose. What outcome do you want to achieve when presenting this information to clients?

Do you want to present a credible image and encourage trust among a newer audience or convince existing clients to continue coming back?

Decide what to write



For the best outcome, you’ll need to establish a writing schedule. This should designate when you’ll present new content for your audience and highlight the topics you’ll write about. You can plan a month ahead or a couple of weeks based on the time you can devote to copywriting.

You can jot down topic ideas during the course of the workday to add to the schedule so that you can stay ahead. The content should be updated regularly, always fresh and unique. You don’t want to bore your audience, or they won’t return.

The target group will adjust to any schedule you develop, whether you create new content once a month or every quarter. But it must be updated at that time.

The objective is to focus on topics favored by clients in the past and those that are trending globally.

What is the blog or article about



The title or headline is a primary component of the article and should receive most of your attention. This is because all demographics decide what they will engage with based on the heading. If it doesn’t immediately draw them in, they’ll scan past it to find something more appealing.

With financial copywriting, it can be challenging to write a spicy title, but it’s not impossible. Consider what would make you want to read the content when working an angle. Does humor attract you, or are you curious to discover more details when the title leaves you in a “cliffhanger?”

Skip the financial counseling jargon

The average person won’t understand financial jargon. While these terms are an everyday language for you, your content must be written for the layperson.

The target group will be put off by blogs and articles they can’t interpret, so they will choose to visit a site that offers a balance between simplicity and competency in the field. Go here for guidance on becoming a financial copywriter.



Final Thought

People won’t read your financial copywriting pieces if you decide to use this medium as a method for promoting or pushing your counseling services on them. No one wants to be “sold” to when reading a blog or article. The audience is looking for relevant material that can in some way add value to their life.

Photo by Ewan Buck on Unsplash

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