6 Financial Advisor Blog Ideas for June
May 1, 2024
What should financial marketers talk about this month? Our monthly roundup has you covered with timely topics for blog posts, social media campaigns, and other marketing ideas.
Want more content ideas and financial marketing insights? Sign up for our New Money Marketing newsletter.
Topic #1: Wedding season
June officially kicks off the wedding season. For newly married couples, the big day is just the start of a major financial transition in their lives. Here’s how to make sure they’re covered:
The angle
- Guide how newlyweds can merge their finances effectively.
- Explain the benefits and considerations of drafting a pre-nuptial agreement, especially for high-net-worth individuals. Detail how a prenup can protect individual assets, business interests, and inheritances, and provide peace of mind for both parties.
- Offer a comprehensive checklist of financial tasks to tackle after the wedding. Include updating beneficiaries, reviewing and updating estate plans, combining insurance policies, and planning for future financial goals like purchasing a home or starting a family.
Blog inspiration
- When to Say “I Do” to a Prenup (Aspirant)
- Rethinking the Prenup (Pacifica Wealth)
- Money and marriage: What to talk about before tying the knot (Bankrate)
Topic #2: Investing with Pride
Investing with a focus on diversity and inclusion is not only a socially responsible approach but also a strategy that can align with your personal values and potentially offer strong financial returns. As a wealth manager, helping your clients create an investment portfolio that supports diversity and inclusion, especially during Pride Month, is a powerful way to show your commitment to these principles.
The angle
- Offer strategies for creating an investment portfolio that aligns with values of diversity and inclusion. Discuss ESG (Environmental, Social, and Governance) investing and how to support companies that advocate for LGBTQ+ rights.
- Identify mutual funds, ETFs, and other investment vehicles that specifically screen for ESG criteria. Many ESG funds focus on companies with strong diversity policies, inclusive workplace practices, and a commitment to LGBTQ+ rights.
- Explore opportunities to invest in community development financial institutions (CDFIs) and other vehicles that support minority-owned businesses and LGBTQ+ initiatives.
Blog inspiration
- How to Invest in LGBTQ+-Friendly Companies (Investopedia)
- Guide to LGBTQ+ Friendly Investing (Bankrate)
- Do Your Investments Support LGBTQ+ Equality? (Forbes)
Topic #3: Father’s Day
Father’s Day is around the corner. Craft blog posts around Father’s Day that resonate with your clients by focusing on financial themes that align with the holiday.
The angle
- Highlight the importance of estate planning in preserving a father’s legacy. Discuss key components such as wills, trusts, and beneficiary designations.
- Offer guidance for new fathers on how to adjust their financial plans to accommodate their growing family.
- Celebrate the financial milestones fathers achieve, such as paying off a mortgage, funding a child’s education, or retiring comfortably.
Blog inspiration
- Father’s Day From A New Perspective (US Wealth Management)
- Father’s Day Reflection: Timeless Lessons About Money from Dad (Mission Wealth)
- Father’s Day Financial Lessons from Famous Dads (Michigan Financial Companies)
Topic #4: Juneteenth
Juneteenth falls in June. You can cover this important holiday by highlighting its historical significance, reflecting on its relevance to financial empowerment, and offering practical advice on economic equity.
The angle
- Explore strategies for building and preserving generational wealth within the Black community. Cover topics such as investing, homeownership, entrepreneurship, and estate planning.
- Offer guidance on creating financial plans that consider the unique challenges and opportunities faced by Black individuals and families. Discuss the importance of tailored financial advice that takes into account systemic barriers and seeks to promote equity.
- Explain the financial and social benefits of investing in diverse companies and funds that prioritize racial equity and inclusion.
Blog inspiration
- “Emancipation. Independence. Freedom.” Honoring Juneteenth (Raymond James)
- Celebrating Black Voices in Finance (Experian)
- Launching the Future of Black Wealth Series (Arabella)
Topic #5: Mid-year checkup
As we reach the halfway point of the year, it’s an ideal time for clients to thoroughly review their financial health. A mid-year financial check-up ensures they are on track to meet their financial goals.
The angle
- Encourage clients to revisit the financial goals they set at the beginning of the year. Are they on track to achieve them?
- Guide clients in reviewing the performance of their investment portfolio. Compare it to benchmarks and their long-term financial goals.
- Encourage clients to schedule periodic reviews of their financial plans. Regular check-ups help ensure they remain on course throughout the year.
Blog inspiration
- How to do a mid-year financial check-up: 5 steps (MassMutual)
- Give Your Money a Midyear Checkup (Pentas Wealth Management)
- Mid-Year Financial Check-In: Are You On Track? (Financial Synergies Wealth Advisors)
Want to look further ahead? Download our Financial Marketing Calendar to stay up-to-date on financial events and themes all year round.
