How to create the right type of content for your customers

I’ve talked about the importance of content marketing for Financial Advisors in previous posts. Financial Advisors need to create content that is of interest to their leads at different stages their journey. In this post, I look at how to create the right type of content for your customers.


Webinars are a great way to engage with your clients and teach them more about your firm and the services you provide. When prospects register for your webinars, you can capture their key data which will help you build a mailing list going forward.

If someone registers for a webinar, you’ve got a higher chance of converting them to a customer. If they’re willing to take the time to attend a webinar, they’re already partly invested in your business.


Another good opportuntiy for data capture, whitepapers also provide prospects with information about your business.


I’ve talked about the benefits of a blog before. Providing blogs is a great way to convey your personality to your audience and also show your expertise for a certain niche or industry. Blogs also help to improve your SEO and in turn boost your websites ranking.

Case Studies

Case studies are great for telling a story and demonstrating to your client what you can actually do. They paint a clearer picture of your services and provide clients and prospects with a more in-depth look at what they can expect.

I hope you have found this ‘How to create the right type of content for your customers’ blog post useful. If you’re a financial advisor looking for help when it comes to content marketing and lead generation, please feel free to get in touch here.

Have you joined our Facebook group? The group is for Financial Advisors and Professionals who want more leads and sales through an effective lead generation system.

We encourage all members to ask questions, solve problems and provide advice.  Join the group here.

If you haven’t done so already – Download our Facebook Ads Blueprint For Financial Services:

Leave a Reply

Your email address will not be published. Required fields are marked *