Objective:
Authority in the industry is essential. It’s also important for this client to reach a specific group of potential clients while continuing to build relationships with current clients.

Writing in a way that sounds like the client makes the blog posts sound like a one-on-one conversation. Focusing on language that resonates with the target audience also establishes a strong foundation for a financial planner-client relationship.

Process
Ongoing weekly meetings to discuss topics and strategies.


Results
The business has entered a growth phase, with more inquiries driven by the creative content.

Project Takeaway:
Writing with the client’s personality humanizes the content and shortens the sales gap for this client.

Tip:
You can be professional and personable at the same time.

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