What should financial marketers and advisors blog about this month? Our monthly roundup has you covered with timely topics for blog posts, social media campaigns, and other financial services marketing ideas.
Want to look further ahead? Download our Financial Marketing Calendar to stay up-to-date all year long.
Topic #1: Financial Literacy Month
- April is Financial Literacy Month – a great opportunity to engage with consumers about upping their finance game (especially if your product/service can help them do that!).
- If it seems like American financial literacy is declining, that’s because it is: a 2016 FINRA study found that participants got worse at answering a 5-question financial capability quiz over the prior three years.
- The blog angles here are endless. If you’re a lender, you may want to focus on smart borrowing and debt reduction tactics. Financial advisors and planners can address basic investment topics and our country’s dismal savings statistics.
- Check out one of our favorite tools, Answer the Public, to discover a treasure trove of financial literacy-related questions that people are asking online.
What Do You Need to Know About Financial Literacy (Dave Ramesy)
Topic #2: Tax Day
#taxseason #taxtime #taxreturn
- Tax Day is Monday, April 15, 2019. While 58 million Americans have already filed their taxes this year, a lot of people leave it to the last minute – giving financial marketers and advisors an opportunity to provide down-to-the-wire tips and insights.
- An ever-popular tax-time topic is what to do with a tax refund, from investing to saving to paying down debt. The IRS expects nearly 70 percent of taxpayers to receive refunds this year, and the average refund so far is $3,159.
- A burning question on everyone’s mind is how the recent tax cut bill, signed into law in December 2016, may impact 2018 returns. While the majority of effects won’t happen until next year’s tax returns, including lower tax rates and changed income ranges.
Topic #3: Earth Day Investing
- Earth Day is Monday, April 22nd, and throughout the month there will be a plethora of events and online discussions around the topic of saving the environment (this year’s theme is “Protect Our Species”).
- Earth Month is a great opportunity to provide insights on ESG, SRI, impact investing, or whatever your organization chooses to call it. Investors (particularly Millennials) are increasingly interested in reducing the environmental footprint of their portfolios – without sacrificing performance.
- Asset managers and index providers with an ESG product should have a lot to blog about, while financial advisors can cover the considerations of impact investing, including how to select an instrument that reflects your specific goals and values.
An Earth Day Guide to Action Through Impact Investing (The Case Foundation)
Topic #4: Equal Pay Day
- Equal Pay Day is Tuesday, April 2nd. Started by the National Committee on Pay Equity (NCPE) in 1996, the “holiday” is held every year in April to symbolize how far into the year women would need to work in order to make what a man did the year before.
- Even as the wage gap has narrowed, working women continue to lag men in one important area: retirement savings. A recent Prudential study found that 401(k) balances of female employees are one-third lower than their male counterparts on average.
- Financial marketers and advisors have a clear opportunity to blog about a plethora of “women and investing” topics for example, how women can lobby for raises, and how employers can work to close the gender pay gap.
Topic #5: Favorite Financial Books
- World Book Day is Tuesday, April 23rd. Switch gears from financial literacy to straight-up literacy with this United Nations-sponsored holiday.
- We’ll admit this one is a step or two removed from the typical financial fare, but it’s actually a great opportunity to do a round-up blog on your favorite financial books (or, your thought leaders’ favorite financial books – and you know those people like to read. A lot.).
- Remember to tag the authors you’ve highlighted when promoting the blog on Twitter – you may get a retweet!
Look Ahead: May Topics
- FOMC Meeting (April 30 – May 1)
- Berkshire Hathaway Shareholders Meeting (May 4)
- Mother’s Day (May 12)
- National 529 Savings Day (May 29)
What are you blogging about this month? We’d love to hear your ideas in the comments section!