How Financial Advisors Can Turn Client FAQs Into High-Performing Content Series

cathtidd
Sep 11
3 min read

financial advisor creating a video from an FAQ section on her website

Key Takeaways:

Client FAQs are a goldmine for creating relevant, engaging marketing content.
Blogs based on FAQs improve SEO by answering the exact questions prospects search online.
Videos and short-form social posts can repurpose FAQ answers into trust-building, approachable content.
An FAQ series can be packaged into lead magnets like guides or e-books to capture new prospects.
Consistently sharing FAQ content positions advisors as approachable experts while maximizing reach.

In a previous blog, we talked about the importance of having an FAQ section on your website to help build trust and SEO/AI searchability.

Now, let's take it a step further and talk about how you can use that FAQ content in a series on your website.

If you’ve been a financial advisor for more than a week, you already know that clients tend to ask the same questions again and again. And while you may have answered “What’s the difference between a Roth IRA and a traditional IRA?” or “Should I pay off debt before investing?” countless times, those repeated questions are actually gold when it comes to marketing.

The questions your clients ask most often are the exact topics prospects are searching for online.

With a little creativity, you can turn your FAQ list into a high-performing content series that educates, builds trust, and drives engagement across multiple platforms.

Why FAQs Work as a Content Series

They’re client-driven. Instead of guessing what your audience cares about, FAQs come directly from the source.
They boost SEO. People type their financial questions into Google the same way they ask you in person. Answering those questions on your website helps you show up in search results.
They scale easily. One FAQ can be transformed into a blog post, video, email, and multiple social media posts—maximizing your time and reach.

Step 1: Build Your FAQ List

Start by writing down the top 10–20 questions you hear in client meetings. Bonus: ask your team (assistants, operations staff, other advisors) to contribute, since they often hear the same concerns on the front lines.

Step 2: Create a Blog Series

Turn each FAQ into a blog post. Keep the tone approachable, use real-life examples, and include a clear call-to-action at the end. For example:

Blog: “Should I Pay Off My Mortgage Early or Invest the Money?”
Blog: “How Much Do I Really Need in an Emergency Fund?”
Blog: “What’s the Difference Between ETFs and Mutual Funds?”

Not only do these posts educate readers, they can also rank for SEO keywords prospects are searching.

Step 3: Repurpose for Video

Record a short 2–3 minute video where you answer the FAQ conversationally. Keep it simple: your phone, good lighting, and clear audio is enough. Video helps prospects feel like they’re sitting across the desk from you, which builds trust before you ever meet.

Step 4: Slice Into Social Content

From one blog or video, you can create multiple posts:

A carousel on LinkedIn with the “3 Key Takeaways.”
A quick Instagram Reel answering the question in under 60 seconds.
A Twitter/X thread breaking down pros and cons.
A Facebook post linking back to the full blog.

Each one leads back to your website, where prospects can learn more about your services.

Step 5: Package It as a Resource

Once you’ve built a collection of FAQ blogs, turn them into a downloadable guide or e-book (e.g., “The 10 Most Common Money Questions Answered”). Use it as a lead magnet for your email list.

Your clients’ most common questions are more than routine conversation - they’re the blueprint for your most engaging marketing content. By turning FAQs into blogs, videos, and social posts, you show up where prospects are searching and create an evergreen content library that works for you long after the initial conversation.