White papers are fast becoming a powerful marketing tool in many industries, but particularly in financial planning and wealth management. They are also an extremely valuable way to research into and build your own understanding of the key issues that face your target client base. White papers are an invaluable support to get you closer to your clients.
If written well, a white paper can provide targeted, valuable information that will build your credibility and trust with a prospective client. But to ensure your paper grabs the attention of your reader and appeals to their needs, you must plan carefully and write effectively.
With solid experience in writing white papers for financial advisors, Altitude Public Relations, in consultation with SCAT director and financial services consultant Jim Stackpool, has developed a white paper to guide financial advisers and other professional service firms through the process of putting together an effective financial services white paper. The key steps are:
- Decide on a niche industry
- Focus on your audience
- Conduct your research interviews
- Gather all your information
- Define your key issues
- Prepare for the writer
- Promote your white paper
Leave a Comment