Succession Wealth Custom content.
Since 2009, Succession Wealth has built a national firm of more than 200 Wealth Planners, delivering high-quality, independent financial advice to more than 20,000 clients throughout the UK.
Engaging content for the consumer-facing personal finance market.
Since 2009, Succession Wealth has built a national firm of more than 200 Wealth Planners, delivering high-quality, independent financial advice to more than 20,000 clients throughout the UK.
They are committed to forming long-lasting relationships with clients to help them achieve more with their money. Clients are at the heart of everything Succession Wealth do. They build relationships that last longer than a lifetime and are proud to provide advice across generations.
Brief.
Goldmine Media were asked to write monthly custom content covering a range of personal finance topics, from budgeting and saving to retirement planning and investment strategies.
Content also needed to cover themes around explaining to clients how to review their current financial situation, develop goals for the future, and create a plan to reach those goals.
Additionally, guidance was required to explain tax issues, estate planning, insurance coverage options, school fees savings options and other areas that may have an impact on a Succession Wealth’s client overall financial health.
Goals.
The main key driver was that the custom content needed to be able to be distributed across several different engagement channels to help them meet their overall marketing goals and to help them meet their overall marketing goals.
These are some of the main goals the content needs to achieve:
Generate leads: Each piece of content should be able to generate leads and increase client acquisition. This meant creating engaging content that would attract potential clients or using content to draw the reader to sign up for a newsletter or other offers.
Increase engagement: Content should increase client engagement by providing valuable and informative articles encouraging people to engage with the Succession Wealth brand. This meant being able to share blog and social media posts to provide more in-depth information.
Build brand awareness: Content must showcase Succession Wealth’s values, mission, and services. This includes producing social media posts on current events or topics related to the company or blog posts focusing on sustainability and innovation.
Improve client retention: Each article should improve client retention by providing helpful information to existing clients. This requires developing content on topics such as how to use Succession Wealth’s services, relevant news and updates, or giving valuable tips and advice related to their areas of expertise.
Summary.
Goldmine Media produce a series of custom articles every month for Succession Wealth based on the brief of topics to be covered. Our team of expert writers and an unmatched reputation for reliability allows Succession Wealth to confidently publish these articles to their audience with unrivalled engaging content for the consumer-facing personal finance market.
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