12 Copywriting Hacks to Make Investment Offers Irresistible

Copywriting hacks that make an investment offer irresistible are having a proper copy structure, making copies visually attractive, highlighting the benefits of investing, appealing to the sentimental side of an investor, sticking to simple writing, and following a sound SEO strategy.

When writing a copy to make investment offers irresistible, targeting the investor mindset should be the priority. Why would someone want to invest? Highlighting the benefits of investing and talking about it in simple words makes choosing to invest easy.

Tips to Write a Compelling Copy to Attract Investors

1. The Importance of a Proper Structure and Flow

The information furnished in a copy of an investment offer can be daunting. A structured format with a clear beginning and an end is necessary.

The beginning of the copy should state the purpose clearly and end with a call to action (CTA).

2. Appeal to the Sentimental Side of the Investor

Investing is not only about creating wealth, which is especially true for an amateur investor.

Investment goals vary depending on different motivators. These reasons range from education, retirement, health, etc.

A copy of an investment offer that hits the sentimental value of the investor is more likely to gain interest.

For example, a middle-aged couple wants to invest in their children. A sales copy highlighting the benefits of investing with a focus on their future is sure to grab attention.

The Union Children Fund copy focuses on how investing creates a foundation for their future.

Some businesses outsource their copywriting to cut costs and to bring in diverse perspectives of various writers to appeal to different sentiments of the investors.

3. Write With a Clear Understanding of the Target Audience

It is necessary to keep the target audience in mind.

It eliminates ambiguity. The investment offer will thus reach the right place.

For example, phrases like "invest early to retire early" and “retirement can be bliss” are ways to tap the generation progressing towards retirement.

Gain the target audience by presenting the copy like a story. The main character can be an example from the concerned population group. The copy becomes engaging and serves its purpose.

4. Create a Copy That Is Precise and Clear

Clarity in a copy for investment offers is crucial.

Simple words, easy-to-understand sentences, and clear information in the copy can be a real game-changer. A complex copy is, therefore, irrelevant to the target audience. It is off-putting and does not serve the purpose.

5. Color Scheme and Visual Aids Make a Copy-Worthy

Use colors, fonts, and pictures carefully and judiciously.

Investment details must use simple fonts like Times Roman or Calibri to keep the copy clean.

Visual representation not only makes the copy attractive but also interactive. Interactive because the investor can see what the investment offer can help achieve.

For example, Mirae Asset has recently launched an ETF that helps invest in new-age automotive companies. Their copy represents this through a picture showcasing an electric vehicle ecosystem.

The main agenda of the investment offer can be in a color different from those used in the rest of the copy. The color scheme should be in tandem with the concerned investment offer.

For example, the recent copy of Franklin Templeton about debt funds placed the word stability in yellow while the rest are in white. It is to draw attention to the benefits of the fund.

A top-notch sales funnel builder can help you create such visually appealing pages at every stage of your funnel.

6. Make Investing Appealing to Amateur Investors

With the advent of technology, investing has become relatively easy. It has led to more amateur investors jumping into the field. Target this section by highlighting the easy use of a fintech app or website.

Examples of phrases in such cases are:

• Investing is easy.

• Investing for everyone.

• A new way to manage money.

Different categories of investors should be the target. For example, target women investors by highlighting the importance of financial independence and building wealth for a secure future.

7. Personalize the Investor Experience

In this digital age, the experience of solving queries in a personal capacity is slowly disappearing.

If the copy is in a conversational tone, it makes the thought of investing our hard-earned money less intimidating.

Using real-life examples and comparing them with popular things can also strike a chord with the investor.

For example, Tata Mutual Fund copy uses cricket as an analogy to explain the nature of the investment offer to the investor.

8. Present Investing as a Strategy to Grow Wealth

When the benefits of the investment offer are in the copy, it becomes appealing. The investor gets a fair idea of the benefits of investing in a particular stock or mutual fund.

For example, Canara Bank encourages senior citizens to invest using words like “expect the best when you invest.”

9. Establish Credibility With Info on Investment Returns

Some ways a sales copy of an investment offer can enhance its credibility in the eyes of the investor are:

• State reliable statistics and percentages.

• Mention the names of financial advisors associated with the company, their years of experience, and the returns over a given time frame.

• Mention the amount of risk (high, medium, and low) to showcase transparency.

10. Highlight Incentive Offers Appropriately

Mention the incentives to encourage the investor to take the first step in exploring the investment offer.

For example, Groww is a mobile broker app that offers free consultations to investors upon signing up on their app or website.

11. Never Do Away With a Call to Action (CTA)

Words, phrases, and sentences asking the investor to act after reading the copy help lead traffic toward the investment offer. Use phrases such as:

• Learn more.

• Click here to learn more.

Include a QR code that redirects to the offer document.

It is the culmination where the investors decide how to proceed.

12. Search Engine Optimization to Take it to the Next Level

Long-tail keywords should be the focus instead of short-tail ones when planning the SEO strategy.

Long-tail keywords such as “saving tips for children's education,” “how to save for a child’s education,” and so on direct people to the investment offer’s website.

Content that is structured, curated, and easy to read is also preferred by search engines.

You can check out my guide to SEO Keyword Research to help you get started the right way.