Over 10 years we helping companies reach their financial and branding goals. Onum is a values-driven SEO agency dedicated.


What Content Do You Need for Your Financial Planning Business?


In an increasingly digital world with high competition, content is a valuable tool you can use to reach and convert new clients and successfully grow your business. 

Content is the reason people visit your website. Content marketing refers to the creation and sharing of online materials that grow traffic to your website.

Serving up useful, timely content allows you and your business to be seen as a thought leader in your industry, increasing your business’s recognition and building consumer trust and client retention.

1. Website Content

When it comes to building a new website or improving your existing one, it can be a good idea to start with what pages you will need. 

A website can be as small or as big as you like it. 

The other thing to know is that a website is never considered “finished”. No matter how much time you spend on your website, there is always more work to do, whether that’s:

  • Creating new articles or blogs
  • Updating branding to keep things modern and refreshed
  • Adding or removing team members
  • Updating details that change about you and your business
  • Improving the text and images to better communicate your value
  • Optimising for Google to enhance SEO

It’s important to create content for your website that is clear and simple, clearly communicates what you do and how you make people’s lives better, and also is really easy to use and allows people to engage with your services (ie. a contact form or booking page). 

2. Gather Reviews and Testimonials from Your Happy Clients

The power of a 5 star review from a real person can not be underestimated. 

This is especially true in the financial advice world where trust is so incredibly important. 

The ability to gain a Google Review can not only show credibility to people that see it online but it also communicates to Google that you are a trustworthy business. Google then rewards you/your site by increasing your rankings allowing you to be found by more of your ideal clients. 

3. Blog and Articles

The purpose of creating blogs and articles for your website is two-fold:

  1. To communicate the value you provide, share information about your services and position you as an expert 
  2. For SEO purposes to help increase your Google rankings and allow you to be found online

The blogs and articles we create at MBS are highly curated. We conduct thorough SEO keyword research so that all of your articles are aligned at what people are actually searching for. 

We also ensure that the structure of all our blogs is optimised and structured for how Google recognises and processes the information – this structure means that  Google can understand what the content is and can lead search users to the article when it is relevant. 

We also use outcome-focused messaging and value-driven themes to highlight the importance of your services and shine light on the value you can bring to clients. 

Reaching Your Audience Through Cost-Effective Channels

For financial planners, emailing and social media are some of the best, most cost-effective platforms where you can reach your current clients as well as new prospects. 

1. Social Media

So many people use social media on a daily basis making it the perfect platform to reach new clients. What’s more is that the age of people  who regularly use platforms like Facebook has skewed to be people aged 45 – 65. 

Many financial planners would agree that this is the age of their ideal clients – accumulators, pre-retirees, people looking for a trusted financial planner. 

2. Emails

Having an email list of your prospects and clients is a very powerful resource. 

What’s more is that there are countless email marketing platforms out there that allow you to bulk send emails to hundreds or thousands with the click of a button.

  • For clients: emails allow you to build relationships, provide valuable information, and communicate quickly and easily
  • For prospects: email platforms allow you to directly reach new clients and either directly sell them an offer, or build a relationship until they are ready to engage with your services 

When it comes to creating content strategies for your business, MBS can help.

How Can We Help You?

If you’re looking to take your financial firm to the next level, connect with a digital marketing agency for financial services, just like MBS.

MBS is Australia’s leading digital marketing agency that offers marketing assistance to financial planning businesses to help them grow and succeed in a competitive marketplace. If you’re ready to make big improvements in your marketing strategy, reach out to us today!

DISCLAIMER: All the information on this website is published in good faith and for general information purpose only. MBS Advisory does not make any warranties about the completeness, reliability, and accuracy of this information. Any action you take upon the information you find on this website (www.marketingbrandingsales.com), is strictly at your own risk. MBS Advisory will not be liable for any losses and/or damages in connection with the use of our website. From our website, you can visit other websites by following hyperlinks to such external sites. While we strive to provide only quality links to useful and ethical websites, we have no control over the content and nature of these sites. These links to other websites do not imply a recommendation for all the content found on these sites. Site owners and content may change without notice and may occur before we have the opportunity to remove a link which may have gone ‘bad’. Please be also aware that when you leave our website, other sites may have different privacy policies and terms which are beyond our control. Please be sure to check the Privacy Policies of these sites as well as their “Terms of Service” before engaging in any business or uploading any information. By using our website, you hereby consent to our disclaimer and agree to its terms. If you require any more information or have any questions about our website’s disclaimer, please feel free to contact us by email at hello@marketingbrandingsales.com.



Leave a comment

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