The Winning Approach to Content Marketing

The Future of Growth Starts Here
Watch on your schedule and discover ideas that continue creating value beyond this webinar.
Content that actually connects & not just informs
Your clients and prospects are surrounded by financial information, but most of it does not feel personal, timely or useful to their lives.
That is where the right content can help you stand out.
Great content marketing often connects to the real questions people are facing, such as retirement decisions, life changes, college funding and everyday money choices.
See how Broadridge can help you turn clicks into clients.
Key Takewaways
- Stand out with content that goes beyond market commentary
- Attract better prospects with topics that match their needs, interests and life events
- Build trust by sharing useful insights consistently
- Keep content fresh with a mix of formats (video, articles, infographics)
- Spark conversations by sharing timely on topics happening in the news
- Save time by using content from third-party sources (legally)
Key insights from this webinar
Content marketing creates opportunities to build stronger relationships by delivering value beyond one-to-one conversations.
For financial advisors this means:
- 9 out of 10 investors spend an hour or more researching online before making financial decisions.
- Timely and credible information helps investors find trusted guidance.
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Consistent communication reinforces expertise and keeps relationships active over time.
A balanced approach provides greater value by combining different perspectives and topics that resonate with a wider audience.
- Thought leadership establish expertise while trusted third-party resources add credibility and validation.
- Lifestyle and wellness content add relevancy and drive engagement with investors that goes beyond personal finances.
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91% of investors value fact checked information highlighting the importance of credible content sources.
The content you share shapes how potential clients view you and your firm.
Clear, helpful information shows that you understand their needs and are focused on helping them - not just selling.
Here are a few tips to stand out:
- Remember the 3 E's provide a practical framework to Engage, Educate and Empower.
- A variety of formats including articles videos newsletters and podcasts keeps communication relevant and engaging.
- Educational content helps people understand what information means and how it relates to their financial decisions.
Personalization is built on relevance rather than simply adding someone's name to a message.
- Audience segmentation creates communication that reflects individual goals, interests and life stages.
- 50% of investors prefer personalized communication, while 48% value education on emerging trends and their impact.
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Every interaction becomes more valuable when the message aligns with the recipient's needs.
Market updates remain valuable, but they shouldn't be the only communication investors receive.
- Broader topics create more meaningful engagement.
- Lifestyle, wellness and financial literacy content add value beyond market performance.
- A diverse content mix keeps communication fresh and relevant.
- Sharing content beyond finances creates greater relevancy and more likely to spark engagement.
Broadridge has the largest investor-focused content library - featuring thought-leadership content in your voice and legally licensed content from the world's biggest publishers.
Broadridge Advisor Solutions helps turn clicks into clients:
- Spend less time creating with ready-to-share, professionally developed content.
- Consistent visibility through email, social media, and your website.
- Stronger client trust by sharing useful information to help investors make sense of their financial future.
- Built for financial services to support advisor's marketing and compliance needs.
Perspective
Great communication isn't about saying more, it i s about becoming a trusted source before someone starts looking elsewhere.
• 9 in 10 investors spend an hour or more researching online before making decisions.
• If they can't find timely, credible guidance from you, they'll find it somewhere else.
• Every piece of communication is an opportunity to influence where they look for answers first.
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Empathy
People don't just want financial expertise—they want someone who understands what's happening in their lives.
• Go beyond investment topics by sharing insights on life events, wellness, and everyday financial decisions..
• Demonstrate empathy through communication that reflects real-world challenges, not just market performance.
• Every piece of communication is an opportunity to influence where they look for answers first.
Engagement
Education creates understanding—but engagement is what earns attention.
• You are not only competing with financial news instead you are competing with sports, entertainment, weather, and everything else competing for your audience's attention.
• Use the Three E's as a framework: Engage, Educate, and Empower.
• The goal is not simply to inform; it's to give people the confidence to make informed decisions.
See how Broadridge can help you turn clicks into clients.
