6 Copywriting Hacks for Personal Finance Professionals

Sara Lynd

Lead Copywriter, Vesper Copywriters

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As a personal finance professional, your work has the potential to transform lives. Whether it’s helping someone save for a first home or pay down debt, there’s no doubt you’re trusted to deliver on matters that are close to the heart. If you’re trying to sign more clients for your personal finance business, content marketing is a great way to get ahead. But whether writing isn’t your thing, or if you simply don’t have the time to hone your personal finance copywriting craft, here are 6 copywriting hacks for personal finance professionals. 

Step 1: Use headlines to hook them in

Data shows that 80% of readers will never read past your headline. If your headline doesn’t do a good job of grabbing the reader’s attention, you might as well bin your post. Sounds harsh, but it’s true. A Washington Post article bolsters this sad statistic: only 6 in 10 readers read an article before sharing it. 

Copywriting hacks to write better headlines

Use numbers (6 copywriting hacks…)

Address your readers (Use this tool to save more money…)

Write How-To Posts 

Write clear headlines (no room for ambiguity)

Step 2: Open with a pain point

It’s the crux of good copywriting – always hit a pain point. Some of my clients get stuck with this. They struggle with writing that strikes an emotional chord in the reader. Open with a strong headline and immediately trigger a pain point. 

Why hit a nerve with your readers? By making your reader aware of their unique problem, you can present yourself as a perfect fit to solve that particular problem. It shows you understand them and that you can empathise with their pain.  

Step 3: Swiftly ease the pain with your solution

Don’t just open a wound and leave it wide open. Quickly show your reader how you, and only you, can solve the problem. Whether it’s through a course, consultation, product or service, show (and don’t tell) how you’re the one who can help. 

Step 4: Show how you’ve helped others with a similar problem

This ties in neatly with the show (don’t tell) guidance above. In writing, it’s incredibly important to back your words up with descriptive words, case studies, examples and other tangibles that can bring your narrative to life. 

Step 5: Demonstrate your authority  

As a personal finance expert, you’re in a your-money-your-life niche. This means that you need to build trust and authority with your audience. Always go out of your way to demonstrate why you’re a qualified professional to be trusted. Whether it’s through testimonials, credentials or other glowing reviews, you’ll need to consistently show others why you’re a trustworthy professional. 

Step 6: Keep them coming back with a strong call to action

Keep the lines of communication open with your readers at all times. Do you have a newsletter? Blog? Social media channel? You don’t have to be active on all platforms. Simply find where your audience hangs out and find them there. 

In this article, I covered 6 copywriting hacks for personal finance professionals. As a personal finance copywriter, I enjoy working with personal finance professionals to help them strengthen their content creation efforts. Whether you need regular blogs, social media posts, case studies or more – please feel free to get in touch with me to get started with your personal finance content creation strategy now.