Beyond the Numbers: Story Telling in Financial Marketing


If you have a financial business, chances are you are marketing your financial business. Now whether you are consistent with your marketing is another story. Speaking of story, as a financial professional it’s important to tell your story because it will humanize your brand and build trust with your audience. I mean would you just have random people looking over your money or take financial advice from some random person out there? No, right, so we can’t expect others to do the same. 


In this blog, we’ll explore the importance of storytelling in financial marketing and provide practical tips for crafting compelling narratives that resonate with your audience.


The Psychology Behind Storytelling


We all love a good story. Before we could read we were read to and most likely in the form of a story. Even now as adults, we sit around with family and friends and talk about our lives and we the listeners can only “picture” the story being told since we weren’t there. It’s the power of the imagination. 


I think back to the earlier years when they didn’t have books, TV, radio, etc. To entertain themselves and others they told stories. I remember being at camp when I was little, sitting around a campfire telling scary stories and being so engrossed in the story that when the scary part came we all jumped and screamed.


As financial professionals when you tell your story about how you helped a client, or how you can help a potential client, you want to tell the story in a way your audience is thinking, “That is me, how did they know?” You want to build an emotional connection which in return builds trust. 


However, before we can tell that story we need to ask ourselves, “What challenges is my audience facing and what are their goals?” Tailor your stories to resonate with their experiences and aspirations.


We connect through stories. Stories that evoke emotion are more memorable and impactful. Consider incorporating elements of empathy, humor, or inspiration into your narratives. Showcasing the human side of your brand helps build emotional connections with your audience. So ask yourself, “Is this connecting with my audience?”


Crafting Your Brand Narrative


What is your brand’s story? If I were to ask you, what is your mission, vision, and values of your business would you be able to tell me right away? Your narrative should reflect these core elements. 


Just like you have an identity and your clients have an identity, your brand needs to have an identity. This is what is going to set you apart from your competitors. Your brand’s narrative is the bridge between you and your audience. That bridge is your values aligning with your audience’s values. 


Have you seen lately, a lot of companies taking a hit? The reason for this is their consumer values are unaligned with theirs. 


If one of your core values is trust, share a story of a time when you went above and beyond to ensure a client’s financial security, tell a story on where you upheld your ethical principles, even when faced with difficult decisions, showcase testimonials from satisfied clients who have experienced firsthand the trustworthiness of your services or share a story where you took ownership of mistakes and took proactive steps to rectify them. This is you telling a story through one of your core values: trust.


Every brand has values that define its identity. Use storytelling to illustrate these values in action. 


Here at Simplified Marketing Services, we go above just doing your marketing. We create a partnership with you. You will see us use this “partnership” aspect with storytelling about how we become partners with our clients and why partnership is important to us. We bring it to life through our marketing.


Bringing Your Story to Life


How are you as a financial professional going to bring your brand’s story to life?


That is where financial marketing comes into place. Each business story is unique so we approach each business with different marketing tactics. We here at Simplified Marketing Services make your story come to life through blog posts, videos, social media posts, e-mails, etc. Then through each of these marketing channels, we produce content such as carousels, stories, infographics, and images. All this put together tells a story. It appeals to your audience’s visual senses first then takes them on the journey to their emotions. 


I get the question you may be asking yourself, “But if it’s our story how are you able to tell it?” We encourage our clients to share genuine experiences and insights that reflect their brand values and resonate with their audience. You fill out a questionnaire form that has thought-provoking questions. On our strategy calls, I ask questions that will help share your story. “How did you help a client this week?” “What are you working on in business?” “What are you struggling with?” “Tell me more about what you’ve overcome lately?”


We stay up-to-date on industry trends and best practices and provide timely advice and recommendations to help you stay ahead of the curve. We understand that while you fall under the umbrella of a “financial professional” no two businesses are alike.


Your Story is Your Own


The financial industry is highly competitive, with many firms offering similar products and services. Humanizing a brand sets it apart from the competition by highlighting its unique personality, values, and approach to serving clients. However, no two stories are alike. You all will have your own story to tell, and we are here to help you tell that story.


Here at Simplified Marketing Services, we craft stories that humanize the brand for financial professionals therefore making you more relatable and trustworthy. We help you use storytelling techniques to convey complex financial concepts more engagingly and understandably, ultimately aiming to establish a deeper connection and trust between your brand and your audience.


If you are looking to work with a financial marketing agency that will humanize your brand through storytelling, book a call with us today.


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