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By Nicole Skalamera Outreach

10 Blog Post Ideas that Let Clients (And Prospective Clients) Get to Know You Better

9 minute read
10 Blog Post Ideas that Let Clients (And Prospective Clients) Get to Know You Better Featured Image


We love to find new and innovative ways for both our own company and the Financial Advisors we serve to build their online presence. We have found that blogging is one of the best ways to communicate your thoughts and ideas.

Every blog post you write is a chance for readers to learn more about you. We know that consumers make choices based not just on services, but based on who they ultimately think they’d enjoy working with. – Samantha Russell (Director of Marketing, Twenty Over Ten)

Share a little more information about yourself and your practice. You’ll be surprised to see the connections you make!

10 Blog Post Ideas for Financial Advisors

1. Meet The Team

A ‘Meet the Team’ Post is essentially a blog post that revolves around a Q&A session with you or one one of your colleagues. Sharing a glimpse into a team member allows for your readers to get a better understanding of the individual, and who they are as a person. For example, some questions relating to a ‘Meet the Team’ post might consist of:

What gets you up and going every morning?
What keeps you motivated throughout the day?
What inspired you to becoming a Financial Advisor?

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Read more of this blog post from Twenty Over Ten.

2. 5 of My All Time Favorite Books

Any favorite books? Articles? TV Show Commentaries? Listing these out in a blog post allows readers to get a sense of what types of information you are drawn too, and becomes a great talking point! A blog post that features these mediums can even foster some discussion, and you may even reach a new audience of prospective clients.

3. Financial News That I Read Every Day (that is worth your time too!)

Similarly to Example Number 2, you can share the financial news you read to keep up with daily events.  Although it is more geared towards finance, this is still a great way of connecting with your audience because it shares a glimpse into your interests, and also fosters a sense of care. You are staying up-to-date and educated on behalf of your clients – and this blog post would show that.

4. A Peek at Our Own Family Budget

In this type of Blog Post, you can share a glimpse into how you and your family budget and save, and the trade-offs you make personally. For instance, you may want to specifically gear towards a scenario like: “Simple Do’s and Don’ts to Saving for a House” or anything you may feel comfortable talking about. You can discuss the uphills, the downhills, the peeks, and the trials to budgeting. We are all instinctively drawn to seeing “how others live” and these types of post naturally pique our interest!

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Read more of this blog post from Brian Plain.

5. Conversation with a Current Client

For this type of blog post, you would most likely want to keep the identity of the client a secret, (and get the Client’s permission). Essentially, this blog post should let prospective clients know the type of situations you and your firm deal with when it comes to handling clients and their financial situation. For instance, your post may revolve around how you handle your client’s divorce finances, or college savings plan.

6. My Family Vacation

Have you taken a recent vacation? Talk about how you handled the budget for vacationing, along with friendly travel tips. For instance, you may have some great recommendations for the resort you stayed at, or the beaches you’ve visited. As we all look forward to our vacations and usually spend a good deal of time investigating which locations/resorts/experiences will be the best value and most interesting, your readers will appreciate your own tips.

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Read more of this blog post from Fairlead Financial Group Blog.

7. Budgeting for Big Life Events

With Weddings, Holidays, and many of life’s big events, money is always an important factor. In this blog post, you might share with readers how to effectively save and budget for such events. Because the post will be in real-time (especially with Holidays!) your chances of getting more reads are definitely higher. For example, posting a Blog titled “Budget Friendly Tips for Holiday Spending” around November is sure to get many reads!

8. The Top Five Tools I use to Run My Business (That are Worth Every Penny)

I this post, you might share the tools you use to run your business. Are there any tech tools that you couldn’t live without on a daily basis? Perhaps there is a Scheduler App to schedule appointments? Or you might use Google Drive to share documents? By sharing your top tools, your readers can get a glimpse into your daily practice and immediately feel more connected with tools they may even potentially use themselves.

9. How I Save Money Every Day in the Simplest Ways

Do you cut back on your daily Starbucks coffee and make your own at home? Do you pack your lunch instead of ordering out? Share a glimpse into your daily spending habits, and how your small trade-offs result in large savings.  This type of post provides inspiration to your reader, where he or she may even begin to pick up your own smart saving habits. And since you often ask your own clients to track and take note of their own spending, this is a great “practice what you preach” post.

10. How I Distress from the Financial Markets

Being in the Financial Industry is not always easy. With fluctuating markets, it can often be extremely stressful. What daily rituals do you practice to stay at peace? How do you distress? Similarly to Idea #9, this type of post can also provide plenty of inspiration to your readers, who may also have very high- stressed jobs.

These are just some of the many ways in which you can share a glimpse into your life. From these posts, your readers can get a better understanding of who you are as a person. The ultimate goal of these posts? Shed light that behind the computer screen, there is in fact a person that shares similar thoughts, ideas, and ways of life. These posts build trust and rapport, but above all, they build a connection between you (the Financial Advisor) and the reader (Client or Prospective Client) seeking Financial Advice and Inspiration.

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You may also like: What to Share in 2017: A year of content marketing ideas for financial advisors or Blogging is no longer a luxury, it’s a necessity