Financial advisor blog formula featured image showing a laptop screen with the word BLOG, highlighting 5 blog types that build authority and attract clients

The 5 Types of Blog Posts Every Financial Advisor Should Publish in 2025

Financial advisor blog formula featured image showing a laptop screen with the word BLOG, highlighting 5 blog types that build authority and attract clients

TL;DR

Advisors who blog consistently in 2025 win trust and visibility. The five post types that deliver results are: educational guides, checklists/resources, client stories, timely explainers, and comparisons. Together, they help you rank higher, answer client questions, and prove credibility. This post outlines the five types and gives you 15 real topic ideas you can publish right now. 

 

Why This Matters for Financial Advisors

Blogging still matters, even if it sometimes feels like everyone has moved to video or social media. For advisors, a blog isn’t filler content; it’s your proof of expertise. Done right, it helps: 

  • Boost SEO visibility: Google rewards clear, helpful, niche-specific content. 
  • Build trust at scale: Prospects get to know how you think before they ever call. 
  • Stay compliant: Written posts are easier to review and archive than off-the-cuff social content. 

The mistake most advisors make? Posting random “retirement tips” or generic content no one reads. The fix: publish the five post types that consistently attract prospects and move them toward a meeting.

 

Five proven formats that make your blog a source of authority and new clients

1. Educational “How-To” Guides

Prospects search for answers to specific questions—your blog should be where they find them. 

Example: “How to Choose Between Medicare Advantage and Supplement Plans” 

Why it works: Clear, step-by-step explanations show authority without overwhelming your audience. You become the guide who makes complex choices manageable. 

2. Checklists and Resource Posts

Practical tools are more than content—they’re assets prospects can use right away. 

Example: “The Ultimate Retirement Planning Checklist for 2025” 

Why it works: A checklist feels actionable, saves people time, and is highly shareable. 

Pro tip: Turn it into a PDF download to collect leads without heavy “sales pitch” pressure. 

3. Client-Focused Case Studies or Stories

People trust stories more than stats. When you share anonymized client journeys, readers see themselves in those situations. 

Example: “How We Helped a Small Business Owner Retire with Confidence” 

Why it works: Stories prove expertise in the real world, where it matters most. 

4. Trending Topics and Timely Updates

Your clients are already Googling for clarity on new rules, taxes, or market changes. Get in front of those searches. 

Example: “What the 2025 Tax Law Changes Mean for Your Retirement Plan” 

Why it works: Timely posts prove you’re on top of what matters today, not just recycling evergreen advice. 

5. Comparison and Explainer Posts

Financial decisions always come with “this vs. that” questions. Comparison blogs simplify those decisions. 

Example: “401(k) vs. IRA: Which Is Right for You in 2025?” 

Why it works: These posts directly match search intent, often ranking well and driving qualified leads. 

 

15 Blog Topic Ideas You Can Publish This Year 

Educational Guides 

  • How to Plan for Retirement When You’re 10 Years Away 
  • How to Reduce Taxes on Your Retirement Income 
  • How to Create a Medicare Enrollment Timeline 

Checklists & Resources 

  • 2025 Retirement Planning Checklist: 10 Steps for Peace of Mind 
  • Small Business Owner’s Financial Survival Kit 
  • The Essential Estate Planning Documents You Need This Year 

Case Studies & Stories 

  • From Confused to Confident: How We Guided a Couple Through Medicare Choices 
  • What a Widow Learned About Protecting Her Retirement Income 
  • How One Teacher Built a Strong Pension Strategy with the Right Advice 

Trending & Timely 

  • What the 2025 Social Security Adjustments Mean for Retirees 
  • How Inflation Impacts Retirement Planning in 2025 
  • 3 New Tax Strategies Advisors Recommend This Year 

Comparisons & Explainers 

  • Roth IRA vs. Traditional IRA: Which Works Best in 2025? 
  • Medicare Advantage vs. Supplement Plans Explained 
  • Annuities vs. Mutual Funds: Which Option Fits Your Retirement Goals? 

 

How to Put It All Together

Think of your blog as a library that mirrors the client journey: 

  • Awareness: educational guides, trending topics 
  • Consideration: checklists, comparisons 
  • Decision: client stories and case studies 

The key isn’t posting daily, it’s being consistent. Publishing one high-quality post per month in each of these categories beats random bursts of content every time. 

 

FAQs 

Do financial advisors still need a blog in 2025?

Yes. A financial advisor blog is one of the most effective ways to show expertise, boost SEO visibility, and attract prospects who are actively searching for answers online. Unlike social posts that disappear quickly, blog articles keep generating traffic and leads for years.

What should a financial advisor blog about?

The best financial advisor blog posts answer client questions directly. In 2025, the top-performing formats are:

  • Educational guides (e.g., Medicare vs. Supplement Plans)
  • Checklists and resources (e.g., Retirement Planning Checklist)
  • Case studies or client success stories
  • Timely updates on tax or retirement law changes
  • Comparisons (e.g., Roth IRA vs. Traditional IRA)

How often should financial advisors publish blogs?

Quality matters more than quantity. Posting 2–4 financial advisor blog posts per month, one in each of the five key categories, is enough to stay consistent, grow authority, and improve search rankings.

What are the SEO benefits of blogging for financial advisors?

A well-optimized financial advisor blog helps:

  • Rank for niche-specific keywords clients actually search
  • Build backlinks and improve domain authority
  • Drive organic traffic without relying only on ads
  • Convert readers into prospects by proving credibility

How do financial advisors keep their blogs compliant?

To stay compliant, keep posts educational and client-focused. Avoid performance promises or guarantees, and always route posts through your compliance review process. Blogs can also be archived easily, making them safer than off-the-cuff social content.

Can blogging really generate clients for financial advisors?

Yes, when done strategically. Advisors who publish client-centered blogs see warmer leads because prospects already trust their expertise. By answering real questions and providing helpful tools, your blog positions you as the advisor they want to call.

 

Let’s Build Your Blog Strategy

Not sure how to turn these ideas into SEO-friendly, compliance-ready content? At Plum Direct Marketing, we build done-for-you content strategies tailored for financial advisors. Let’s create your blog engine → Contact Us