Content Marketing Toolkit: Tips & Templates for Financial Advisors

A few weeks ago, our team at Twenty Over Ten launched a new type of content offering solution on the market that was developed specifically for financial advisors to assist them in creating blog posts called Content Assist. It’s now included in all of our website packages for no additional charge. That’s how important we think content creation is!

We have been blown away by the positive response and reviews we’ve received since launching and we know that content marketing is becoming one of the most important digital marketing tools for advisors today.

So why is content marketing so important? Unlike other marketing strategies, content has legs – it can be repurposed to take different forms to nurture leads and convert them into clients. Additionally, good content can result in traffic to your website and increased SEO authority over time.

We want to make the process of creating quality content easier for everyone so today we’re sharing some additional content marketing tips and free templates you can use to amplify your content strategy ten fold. Enjoy!

Content Marketing Toolkit

Use our toolkit by clicking the links below to help you achieve these five essential content marketing goals:

Create engaging and shareable content

Make your content visible using SEO techniques

Using content to convert a lead into a sale

Plan an editorial calendar

Evaluate content ROI using analytics

How to Create Engaging & Shareable Content

• Creating top trending content for your advisor blog: According to Social Media Today, blogs are rated as the fifth most trusted source of accurate online information. You might think creating blog content that your clients and prospects actually want to read is a difficult task, but we’ve taken the guesswork out of blogging for you. In this post we uncover some of the top trending financial planning and investment topics with Google Trends that your prospects are actively searching for.
• Creating killer blog content ideas for your financial planning blog: Covers five top ways you can easily create killer blog posts for your financial planning blog.
• VIDEO: The 4 types of content your website needs: Covers why a mix of original, evergreen, third-party and dynamic content is vital to a financial advisor’s digital marketing success.
• VIDEO: 6 steps to writing great website content: We understand that for most advisors (or most people in general really!) the hardest part of creating or re-designing a new website is writing the content. Here’s our our tried-and-true approach for developing the best website content.
• The 4 most important pages on your website: Make sure you’re taking an extra close look at these four key pages on your website.

Making Your Content Visible With SEO Techniques

• 6 tips to boosting on-page SEO for your financial advising website: The world is moving completely digital and you can’t fall behind! We are dedicated to keeping up with SEO factors for financial advisors so you don’t have to and have made on-page SEO easy with these six tips.
• How header tags can affect your SEO: Heading tags are a leading factor in SEO ranking and are predicted to be long-living influential factors to ranking in search engines. Yet most businesses are using them incorrectly or not at all. Here’s everything you need to know about how to use header tags to improve your local search engine ranking.
• VIDEO: SEO for financial advisors: This tutorial offers viewers easy, actionable steps any financial advisor can take and immediately implement to improve your site’s search engine ranking.
• 3 best SEO practices for small businesses: A roundup of some of our favorite resources & articles from around the web regarding best practices for SEO for financial advisors and small business owners.

Converting Leads to Customers With Content

• 5 tips to increase website conversions for financial advisors: Here are five quick ways to increase your website conversion rate to generate a higher ROI for your financial planning firm.
• 4 terrifying pop-up form mistakes that scare prospects away: There is a right way to treat pop-up forms on your site that are not only user friendly but also search engine friendly. In this special Halloween edition we share four effective pop-up form tips to help you treat your customers this Halloween and not trick them.
• 5 tips to leverage LinkedIn to connect with prospects: Our top five tips to to help you leverage your LinkedIn social media presence to drive more traffic to your website, showcase your thought leadership, and connect with more prospects.
• 5 reasons your call to action isn’t working: To be completely honest, writing a CTA that compels your audience to take action isn’t an easy feat. We know because we’ve experienced it first hand. Today, we’re giving you five reasons why your CTA probably isn’t working.
• Landing pages for lead generation: Conversion driving tips for financial advisors: Without a landing page, it’s impossible to capture any qualified information about your website visitors, which makes it incredibly hard to market to them, nurture them and ultimately convert them into clients for your firm.

Planning An Editorial Calendar

Using Analytics to Prove ROI

• • Google Analytics for financial advisors – your questions, answered: Google Analytics offers users a huge amount of data, but we’re here today to answer the top five most commonly asked questions by financial advisors about Google Analytics.
  • VIDEO: Google Analytics for financial advisors: In this tutorial, we discuss the most important metrics you should be monitoring as a financial advisor and how to make changes based on the data.
  • 10 questions about your marketing Google Analytics can answer: Google Analytics provides website owners with over 10,000 metrics to help analyze how your website and digital marketing is performing. However for most financial advisors, there are 10 basic questions you’ll have that you can look to Google Analytics to answer.
  • VIDEO: Google Analytics for advisors: Which metrics should you monitor? Watch our webinar replay to learn the most important metrics you should be monitoring as a financial advisor, and how to make changes based on the data.