Tag Archive for: marketing

How to add personality and warmth to your financial writing–Part one

Independent financial advisors find personality is a powerful marketing tool. It’s one thing that’s unique to you. However, it is not always easy to infuse your writing with personality.

In this two-part post, I address five tools you can use to address a personality gap in your writing, starting with personal stories.

1. Personal stories

Telling personal stories is an obvious way to give a flavor of your identity. It’s simplest if you’re an advisor who has grappled with many of the same financial issues as your clients. For example, you may have struggled with how much allowance to give your children. A story about how you reached your decision–or how you communicated it to your children–is a great kernel for a blog post, if you’re comfortable sharing.

Your personal story need not be directly related to a financial decision. I like how Jude Boudreaux of Upperline Financial writes about life lessons learned from his baby in “Baby Steps Aren’t Just for Babies.” Even non-parents like me can relate to a baby learning to walk. Jude takes pains to translate his little girl’s first steps into lessons for you, the reader, rather than focusing solely on himself and his family. He concludes by asking, “What baby steps can you take today to continue your growth as a person?”

Looking for inspiration?

Here are more examples of financial planners who share personal stories:

Still stumped? Father’s Day is coming up on June 17. Consider writing a post about “Lessons I learned from my father.” Be sure to include the implications for your readers. Give them a reason to care. If you write a Father’s Day post, please post a link in the Comments section. Thank you!


For more on this topic, please read the second part of this article.


Image courtesy of Stuart Miles at FreeDigitalPhotos.net.


InvestmentWriting.com is one of “7 Financial Advisory Blogs that Rock”

What a delight! The Investment Writing blog has been named one of “7 Financial Advisory Blogs that Rock” on the ClientWise blog.

My blog was singled out for its “mission to bring clarity to the sometimes arcane and confusing world of financial writing, especially when done by financial advisors, investment advisors and wealth managers.”

More financial blogs that rock

I’m honored to be in the company of outstanding bloggers named by this ClientWise post. They include

What YOU can share with another winning blogger

One of the seven bloggers who rock has taken my blogging class tailored to financial advisors. You can, too. But you’d better act soon. The class starts May 16. I don’t plan to offer it again until 2013. Plus, I plan to raise the price significantly next time.

Register now for “How to Write Blog Posts People Will Read: A 5-Lesson Writing Class for Financial Advisors.