Skip to content
GullySales
Tell us what you need

Financial planning firms · Content marketing

Write the guide a family reads before booking a planner.

Content marketing for a planning firm means publishing guides that explain a goal, a process or a decision in plain words, so a family arrives informed and already trusting the firm. GullySales works on the topics, the drafting and the checks for your registration.

Tell us what you needor call +91 80958 58589

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of banks at work in India

What content marketing means

Content marketing is writing articles, guides and pages that answer the questions buyers search before they are ready to enquire. This makes your business visible and trusted before the first call. GullySales plans this content from the first conversation onward, choosing topics that match real search demand rather than guesses.

Also for financial planning firms

Sales and marketing for financial planning firms, the overview.

Last updated 18 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For financial planning firms

Where it usually goes wrong, and what we would do.

  • “A guide is a first meeting at scale”

    A family that reads how a plan is built, and what the firm asks for, arrives with fewer doubts. The guide does some of the explaining that the planner would otherwise do in the room.

  • “Jargon is the barrier”

    Terms such as asset allocation and goal-based investing mean little to a first-time client. A guide that defines each term in an ordinary sentence keeps the reader on the page.

  • “A sample plan is the strongest piece”

    A plan is private, so the site shows nothing of it. A clearly marked example plan for an invented family shows what the fee buys and answers the question families are afraid to ask.

  • “Old articles mislead”

    Tax and rule changes make an old article wrong. A guide that is left up with outdated rules harms a registered adviser's name, so each piece should carry a date and a review.

What we do

What we deliver for financial planning firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A topic list based on family decisions

    A plan of guides organised around decisions families face, such as the education fund, the first home and a parent's care.

    Result: You hold a list of guides in an order that makes sense.

  2. Drafted guides in plain English

    Full drafts that explain the decision and describe your process, without returns or product advice.

    Result: Each guide is ready for your read and your compliance check.

  3. An example plan for an invented family

    A clearly labelled sample plan showing the sections a client receives.

    Result: A visitor can see what a plan looks like.

  4. A review calendar for old pieces

    A list of guides with the date each was written and the date to recheck it.

    Result: The firm knows which pages to read again.

  5. Guide-to-meeting links

    A closing note on each guide that invites both partners to a first meeting.

    Result: Each guide leads to the booking route.

How the result is measured

  • Pages published
  • Organic traffic
  • Enquiries from content pages

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full content marketing page

Who it is for

This is written for these financial planning firms.

  • Certified financial planners running individual practices
  • Planning firms for young dual-income families
  • Doctors, engineers and other professionals with irregular income, served by a specialist planner
  • Planning practices for business-owning families
  • NRI families who still hold Indian assets and need someone here
  • Fee-only planning firms charging a flat plan fee
  • Single women and divorced clients starting over
  • Planning desks attached to a CA or insurance practice

How it works

How the content marketing work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Confirm the plan

    Topics and formats for the coming month are confirmed against the content strategy.

  2. 2

    Produce and review

    Content is written or filmed, then reviewed by someone who knows your trade before it goes out.

  3. 3

    Publish and distribute

    Finished content is published to the site and pushed through the channels your buyers actually use.

  4. 4

    Track enquiries

    Enquiries are traced back to content where a direct line exists, and reported honestly where it does not.

  5. 5

    Report and adjust

    We report results and adjust the next topics based on what actually worked.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 0, foundation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
How long should a guide be?
As long as the decision needs. A guide on a child's education fund may need several sections, and a note on a form needs a few lines. We set length by what the reader asks.
Who checks the facts in the guides?
You and your compliance adviser. We write from your approach and flag points that need a rule check. Tax and regulatory points should be confirmed by the firm before publishing.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for financial planning firms

Everything else we would do for you.

Closest to this: content and social

Also for financial planning firms

Or start from the overview: sales and marketing for financial planning firms.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.

Tell us what you need