Financial planner blogs an effective marketing tool : New survey

A recent survey by Kahuna Content, a New Jersey-based social media research company, found that financial planners’ blogs are effective in establishing themselves as experts in their field. So much so that most blogging financial planners are considering increasing their efforts in blog marketing.

Particular findings include:

• Almost half of blogging financial planners say the goal of their blog is to establish themselves as an expert in their field.
• 78% of blogging financial planners say that their blog is either somewhat effective or very effective in reaching the goal they set out for the blog.
• 57% of blogging financial planners said that they were either somewhat committed or very committed to their blogging program.
• 89% of respondents said that they were considering increasing the amount of time they devoted to their blogging program.

Whether by referral from existing lawyer client or because they were attracted by our turnkey professional solution, LexBlog has talked with a number of financial planners about launching blogs.

In most cases the financial planner or consultant was reluctant to blog because of the perceived need to have their copy vetted by a their parent financial company. The concerns apparently arose from securities laws and strict policies of their employer or broker.

I’d be interested in hearing from financial bloggers who are blogging and from those who have an understanding of securities laws or corporate policies that would stifle blogging in the field.