Template Sections
8Modules
Optimization Level
SEO-Ready Structure
01
Core Content Intelligence
The foundational strategy dictating the financial article's search performance and authority.
Instructions
1. Target Primary Keyword: High-intent term related to personal financial goals (e.g., 'Retirement Savings Strategies'). 2. Secondary Keywords: 5-7 semantically linked terms and LSI phrases (e.g., '401k withdrawal rules', 'IRA contribution limits', 'Roth vs Traditional IRA'). 3. Target Word Count: Define based on SERP depth and complexity, typically 2,000-3,500 words for comprehensive financial guides. 4. Reading Level: Aim for 8th-10th grade for broad accessibility, balancing technical accuracy with clarity.
Example Output
"Primary: 'Mortgage Refinancing Options'. Word Count: 2,800. Reading Level: 9th Grade. Secondary: 'FHA streamline refinance', 'cash-out refinance benefits', 'current mortgage rates'."
02
Primary Intent & Tone Palette
Defining the user's core motivation and the article's authoritative voice.
Instructions
Select one primary intent: 'Informational' (e.g., explaining compound interest), 'Commercial' (e.g., comparing investment platforms), or 'Transactional' (e.g., guiding through opening a brokerage account). Define the tone: 'Empathetic Advisor' (understanding financial anxieties), 'Data-Driven Analyst' (presenting objective financial facts), or 'Proactive Strategist' (offering actionable, forward-looking advice).
Example Output
"Intent: Informational. Tone: Empathetic Advisor (acknowledging the stress of debt management)."
03
The Persona & 'Job-to-be-Done'
Pinpointing the specific financial journey of the target reader.
Instructions
Define the target persona (e.g., 'Young Professional Establishing First Investments'). State their JTBD: 'I need a clear, step-by-step plan to start investing for long-term wealth without making costly beginner mistakes'. List 3 core anxieties they feel about this topic.
Example Output
"Persona: 'Pre-Retiree Concerned About Income Stability'. JTBD: 'I need to understand my withdrawal options and ensure my savings last through retirement.' Anxieties: 1. Outliving savings, 2. Market volatility impacting nest egg, 3. Navigating tax implications of withdrawals."
04
Competitive Knowledge Gaps
Identifying unique angles and missing insights in existing personal finance content.
Instructions
Analyze the top 3-5 ranking pages for the primary keyword. What critical aspects are they omitting or underemphasizing? (e.g., they might neglect behavioral finance principles in investing advice, or fail to detail specific state tax benefits). Define our 'Unique Value Add': Proprietary financial planning templates, case studies of real-world financial transformations, or a contrarian perspective on a widely accepted financial myth.
Example Output
"Gap: Competitors focus on generic budgeting; we detail hyper-specific strategies for gig economy workers' variable income. Value: Free 'Variable Income Budgeting Spreadsheet' download."
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05
CTR-Optimized Title & Meta Architecture
Crafting compelling SERP snippets that drive high click-through rates.
Instructions
Provide 4 title options: 1. Authority (e.g., 'The Definitive Guide to Tax-Loss Harvesting'). 2. Listicle (e.g., '7 Proven Ways to Boost Your Credit Score'). 3. Question (e.g., 'Is a HELOC Right for Your Home Equity?'). 4. Benefit-driven (e.g., 'Unlock Financial Freedom with These Smart Savings Hacks'). Meta description must be < 160 characters, include a 'Click-trigger' (e.g., 'Includes actionable steps and expert tips').
Example Output
"Title: 'The 2024 Masterclass on Estate Planning (Avoid Probate Costs)'. Meta: 'Protect your legacy. Learn essential estate planning strategies, from wills to trusts, to safeguard your assets and family. Free checklist included.'"
06
Semantic Pillar Outline (H2/H3)
Structuring content for user comprehension and search engine crawling, emphasizing direct answers.
Instructions
Map H2s to key stages of the user's financial journey or problem-solving process. Use H3s for granular explanations and actionable steps. Every H2 must contain at least one bolded 'Direct Answer' to a likely search query for Featured Snippet optimization.
Example Output
"H2: Understanding the Components of a Balanced Investment Portfolio; H3: Diversification Across Asset Classes; H2: Strategies for Mitigating Inflation Risk; H3: Investing in Treasury Inflation-Protected Securities (TIPS)."
07
AEO & Machine-First Optimization
Enhancing content visibility for AI-driven search and LLM summarization.
Instructions
1. Format all comparative lists and step-by-step guides with proper `<ul>` or `<ol>` tags. 2. Employ 'Entity Triplets' (e.g., Subject: '529 Plan', Predicate: 'is designed for', Object: 'Education Savings'). 3. Include an FAQ section with 3-5 high-volume, niche-specific questions. 4. Bold specific 'Data Facts' and statistics.
Example Output
"FAQ: 'What is the current contribution limit for a Roth IRA?' Answer: 'For 2024, the Roth IRA contribution limit is $7,000 for individuals under age 50, and $8,000 for those 50 and older.' (Bold this fact)."
08
Conversion Bridge & CTA
Guiding the reader from valuable information to a desired financial action or tool.
Instructions
Identify the 'Natural Insertion Point' where the content naturally leads to a financial product, service, or tool. Choose a CTA that aligns with the user's journey stage: 'Download Budget Template' for top-of-funnel (ToFu), 'Compare Investment Accounts' for mid-funnel (MoFu), or 'Get a Personalized Financial Plan' for bottom-of-funnel (BoFu).
Example Output
"Insertion: Within the section on 'Retirement Account Comparison', naturally introduce a tool for comparing IRA providers. CTA: 'Find the Best IRA for Your Retirement Goals Today.'"
Pro Tips & Insights
01
A financial content brief is a 'Financial Blueprint' for editorial execution. Vague briefs lead to generic advice that fails to build trust or rank.
02
The 'Unique Value Add' is paramount in finance; AI can synthesize general knowledge, but it cannot replicate proprietary data, validated case studies, or expert-level nuanced analysis.
03
Search intent in personal finance often evolves from 'How do I?' to 'What's best for me?' to 'Where can I get it?'. Effective briefs guide this transition seamlessly towards your solution.
04
LLMs prioritize clarity, structure, and verifiable data. Using standardized financial terminology, clear bullet points, and bolded statistics makes content easily digestible and authoritative for AI.
