Content Marketing Ideas for Wealth Mangers to Create Personal Connections

Content marketing is a potent tool for forging real personal connections. By strategically curating content across three main categories – industry, lifestyle, and personal – you can establish yourself as a trusted authority while fostering genuine relationships with clients and prospects alike. 

Industry insights can be useful tools to reinforce your expertise with potential clients. But don’t forget that the finance content that’s interesting to you isn’t great for everyone. Strive to make even your industry-focused content simple and accessible. Remember, this is just a conversation starter. You WANT to leave people wanting more and asking questions. That kind of engagement creates the real, personal connections we are after. 

1. How Setting Financial Goals Can Make Your Dreams a Reality 
2. How to Plan Today for the Life You Want Tomorrow 
3. Why Estate Planning Is a Gift to Your Loved Ones 
4. How to Plan for Life’s Big Moments 
5. Simple Strategies to Leave a Financial Legacy for Your Loved Ones 

LIFESTYLE CONTENT gives you the opportunity to connect with your audience on a deeper level. Offer DIY home improvement hacks, delicious recipes perfect for hosting gatherings, or curate local guides. By sharing lifestyle content you’ll engage a larger audience and connect with people who share similar interests.  

General Lifestyle  

1. 5 Simple Ways to Save Energy 
2. 6 Ways to Make Your Home Smarter 
3. Productivity Tips for Remote Work 
4. Tips for Updating Your Space to Embrace Each Time of Year 
5. Summertime Bucket List 
6. 3 Ways to Practice Gratitude Today 
7. Tips for Cultivating a Green Thumb 
8. 5 Tips for Better Sleep 

“New to Town” Guides

1. Finding the Right Neighborhood: Factors to Consider 
2. Essential Services Guide: Finding Everything You Need in [Your City] 
3. 10 things you MUST do in your first 30 days 
4. New to town? Hot spots for dining and nightlife 

Around Town 

1. A Local Foodie’s Guide to [Your City] 
2. Must-Visit Places Off the Beaten Path in [Your City] 
3. Community Spotlight: Featuring Local Businesses and Entrepreneurs 
4. Exploring the Natural Beauty of [Your Region] 
5. Local Events Calendar: What’s Happening in [Your City] This Month 
6. Highlighting the Unique Charm of [Neighborhood]  
7. Volunteer Opportunities in [Your Community] 
8. Weekend FREE Events & Things to Do 
9. Family-Friendly Events this Month 
10. Local farmer’s markets 
11. Best Parks to Play at this Weekend 
12. Top Coffee Spots for a Mid-Day Refuel 
13. 3 Day Trips for the Long Weekend 

Personal Content is where you break down the professional facade and show your human side. Sharing your hobbies, family updates, or what podcast you’re currently loving allows your network to see you as a human being with shared values and goals. This fosters a sense of connection and relatability.   

Get to Know Me 

1. My Career Journey 
2. My Favorite Home Improvement Projects 
3. What I’m Reading/Listening to  
4. Proud Parent Moment 
5. Meet [Pet Name] 
6. My Favorite Family Tradition 
7. A Moment That Made Me Smile This Week