Ten engaging content ideas for financial advisers to connect with clients
Creating meaningful content as a financial adviser is one of the most effective ways to showcase your expertise, educate your audience and build trust.
Whether you want to address common client concerns, provide timely insights or establish your authority, here are some creative content ideas to help you engage with clients and prospects alike.
1. Answer common client questions and concerns
Your clients often have similar financial questions such as “How much should I contribute to my super?” or “Is salary sacrifice a good idea?”. Answering these queries in blogs, videos or social media posts not only demonstrates your expertise, but also resonates with potential clients searching for answers online.
Hosting live Q & A sessions on social media or webinars to address trending concerns, like “How will the latest interest rate changes impact your mortgage?”, can help you connect with clients in real time.
2. Simplify complex financial concepts
Break down technical ideas like negative gearing, capital gains tax or asset allocation into easy-to-understand explanations. Tools like videos and infographics work well to present bite-sized information.
For example, an infographic comparing different investment strategies or a short video explaining diversification can help make intimidating topics more approachable. Keep your target audience in mind and provide just enough detail to inform without overwhelming.
3. Use timely market insights
Position yourself as a trusted expert by providing timely commentary on Australian market trends. Share insights into superannuation changes, tax regulations and the economy, and explain how these developments may impact your audience’s financial goals.
You can also tailor this content to seasonal events like tax time or the end of the financial year (EOFY). Examples include:
- “Five last-minute ways to maximise your tax refund before June 30”
- “How to top up your super before EOFY”
4. Provide practical step-by-step guides
Help clients take control of their finances with practical how-to guides for processes. Whether it’s creating a budget, setting up an emergency fund or applying for a home loan, step-by-step instructions empower clients to take action while highlighting the value of professional financial advice.5. Share client success stories
Illustrate the impact of your advice by showcasing real-life client stories. For example, share how you’ve helped a client retire early, save for their child’s education or build an investment portfolio.
Pair these stories with actionable tips to make them relatable. For instance, alongside a case study about saving for a home deposit, you could share advice on budgeting effectively or identifying hidden expenses.
6. Create engaging interactive content
Interactive tools like quizzes are an excellent way to engage your audience and generate leads. Examples include:- “Are you on track for retirement?”
- “What’s your investment style?”
7. Debunk financial myths
Challenge common misconceptions to educate your audience and establish credibility. For instance:- “You need to be rich to start investing”
- “It’s too late to start retirement planning if you’re over 50”
8. Highlight financial mistakes to avoid
Educate your audience about common pitfalls such as being underinsured, neglecting superannuation reviews or failing to have an estate plan. Include actionable advice on how to avoid these errors, demonstrating the value of proactive financial management.9. Use video to expand your reach
Videos are highly engaging and widely shareable, making them a powerful medium for financial content. Consider creating short videos that explain topics like setting up a self-managed super fund or navigating volatile markets.
Ensure your videos are clear and concise, with visuals that help simplify complex concepts. Content marketing agency Hunter & Scribe can assist with editing and proofreading your video script.