Be honest, does your marketing actually sound like you, or could it belong to any of the other thousand financial professionals out there?
If your content reads like it was churned out by a compliance bot, full of technical jargon and dry explanations, your ideal clients are probably scrolling right past it. This is where personality-driven marketing steps in and transforms your content. This type of marketing doesn’t just make your content more enjoyable to read, it also converts more clients and keeps them loyal.
A well-defined, authentic brand voice isn’t just a nice-to-have, it’s a business asset. According to a UK study by Edelman, 81% of consumers need to trust a brand before they’ll consider working with them. Believe it or not, trust isn’t built through robotic, one-size-fits-all marketing. It’s built through connection, relatability, and a distinct voice that makes people feel like they know you before they even book a call. Think about it like this, you wouldn’t trust a financial planner whose advice sounds like it was spat out by a corporate brochure, so why should your clients?
Before we jump into why personality-driven marketing matters, here’s a quick intro for those who don’t know me.
👋 I’m Danyel, founder of Reign Virtual PA Services. Based in North London, I’m a VA and Copywriter with over a decade of experience helping professionals, like you, reclaim their marketing mojo. From financial planners to coaches and wellness pros, I specialise in creating content that connects with your audience and clients. Think human, engaging, and effective copy.
Okay, enough about me. Let’s talk about you and why personality-driven marketing could be the missing piece in your strategy.
Financial planning is built on trust.
Your clients aren’t just investing their money with you, they’re investing their future, their goals, and their peace of mind. If your marketing feels cold, corporate, or too technical, it creates distance rather than trust. And if trust is everything in this industry, doesn’t it make sense to sound like someone they can actually relate to?
Let’s break this down a bit more…
👌 Engagement = more leads
Content that reflects your personality feels more human, keeping people engaged and encouraging conversations. Think about the brands you follow yourself, bet they don’t sound like robots, do they?
👌 Relatability = more conversions
When your content mirrors the way you talk in real life, potential clients feel like they already know you when they reach out. And let’s be honest, people buy from people, not faceless corporations, right?
👌 Authenticity = stronger client retention
Clients stay loyal to brands that feel personal and genuine. If you sound like you, they’re more likely to stick around. After all, why would they leave for someone else when they feel a real connection with you?
Let me tell you a story about how I took my client from jargon overload to authentic connection…💃
A financial planner I worked with had been in the game for years, but his marketing? Stiff as a board. His website, LinkedIn posts, and client emails were technically correct, but they had the warmth of a corporate memo. And that meant people weren’t engaging. His expertise wasn’t the issue, his tone was.
So, we reworked his brand voice. We swapped jargon-heavy explanations for relatable analogies (think pension planning is like planting an orchard, you won’t see the benefits overnight, but future-you will thank you). 😂Cheesy or brilliant? I’ll let you decide!
We added storytelling into his LI content, making it feel less like a textbook and more like a conversation. And we made sure his email sequences actually sounded like him, not an AI-generated finance blog.
This resulted in…
🤌More engagement, more inbound leads, and more prospects coming to calls saying, “I feel like I already know you.” Isn’t that the dream?
2 ways you can make your marketing more YOU
👉 Speak like a human, not a textbook Your clients aren’t impressed by how many technical terms you can cram into a post. They want clarity, not complexity. So, instead of saying “We offer comprehensive wealth management solutions,” try “We help you build wealth so you can actually enjoy it.” Feels better, doesn’t it?
👉 Use analogies that click People don’t wake up thinking about investment portfolios, they think about retiring comfortably, affording holidays, or securing their family’s future. Translate financial concepts into everyday scenarios. A good analogy makes a complex idea instantly digestible. And let’s be real, nobody ever complained about a financial planner who made money talk sound interesting!
Is it time to inject some personality into your marketing?
If you’re ready to move from bland, forgettable content to marketing that actually connects, let’s chat.
📆 Book your free 30-min consultation with me, and we’ll map out how to inject more warmth, wit, and engagement into your content, no pushy sales pitches here, Nope! Just a real conversation.
Not ready to book yet? No worries! 💃 You can find out more about me and my offerings here, or contact me here to arrange your call. If you’re not quite ready to send that email, come and connect with me on Insta or LI. I share a lot of useful and informative marketing tips that’ll help you to strengthen your current processes and strategies. I am looking forward to connecting with you and learning more about your brand and biz journey!
