Financial Services Marketing & Copywriting

By Robert Henderson | September 14, 2011

There really is no big secret to financial services marketing.

If you have an financial advisory service that makes your clients money consistently, it can sell itself. All you need are three elements:

(1) a believable track record;

(2) a rationale for why your track record is so good (its method or approach); and

(3) an explanation for why you’re offering your financial services to the public at this time, in this market.

Bill Bonner of Agora used to insist that the third leg of this stool was a freebie or “sample” — such as a stock recommendation or something that can actually make people money immediately — but I disagree.

After years of testing, I’ve found that prospects will overlook the lack of a “sample,” in fact may even be suspicious when you do provide a sample; but they truly need a explanation for why you are offering your financial services to the general public.

The attitude seems to be: If you’re so smart and you make so much money trading, then why are you willing to give it all away for $1,250… $2,500… or even $5,000? That is a question that simply must be answered in any winning promotion… even if the answer is a very frank, “To make more money!”

Topics: Financial Services Marketing | Comments Off

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Financial Copywriting Solutions provides top-quality copywriting and marketing services to financial and investment businesses, including print and online newsletters, advisory services, trading software, mutual and hedge funds and brokerages. It was founded by veteran financial copywriters who have created hundreds of winning sales promotions for Wealth Insider Alliance, Street Authority, Newsmax, Stealth Stocks, InvestorPlace Media, Eagle Publishing, Boardroom, The Motley Fool, Kiplinger's, Bloomberg Personal, Phillips Investment Resources, Agora, KCI, Weiss Research, Wall Street Digest and many others.


 

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