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April 2, 2025 42 mins

Tired of creating content that doesn’t resonate with your ideal clients?

In this episode, Kristin Harad chats with content writer and strategist Rebecca Rosenberg to break down how financial advisors can use content to grow their businesses and connect with their target audience.

With over a decade of experience working with financial brands, Rebecca explains how she crafts content that is clear, helpful, and engaging.

Listen in to hear actionable strategies—including how to follow up with leads using email, how to show personality in your writing, and how to use AI wisely—and the two simple questions that can help you build an effective content strategy.

Rebecca shares:

  • A framework for developing a content strategy
  • How advisors can use checklists and email sequences to nurture leads
  • Why brand voice and personality matter in an AI-driven content world
  • The power of emotional storytelling
  • How to discover your brand’s true voice
  • What types of content are working today

Resources:

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