Skip to Content
TipsWriting Effective Content

Writing Content

Short, plain-language content wins. Aim for clarity and a clear next step.


Quick Rules

  • Avoid jargon; write like you talk to clients.
  • Lead with the benefit (“How we help protect your family”).
  • Keep paragraphs short; use bullets and headings.
  • Every page needs a clear action (“Schedule a consultation”).

Headlines That Work

  • “Planning for a comfortable retirement”
  • “How we help protect your family’s future”
  • “5 questions to ask before choosing an advisor”

Skip generic lines like “Welcome to our website.”


Calls to Action

  • Examples: “Schedule a Consultation”, “Contact Us”, “Download the Guide”.
  • Use action words; one main CTA per page is enough.

Blog Tips

  • Topics: answer client questions, explain concepts, local/firm updates.
  • Structure: headline → intro (the problem) → sections with subheads → short wrap-up + CTA.
  • 400–800 words is plenty. Add a featured image if you have one.

Team Bios

  • Write in third person; mention credentials; add one human detail.
  • 2–3 short paragraphs. Keep titles clear.

Quick Check Before Publish

  1. Read once out loud.
  2. Fix typos and names.
  3. Click your links.
  4. Add or confirm the CTA.
Last updated on