As you prepare your marketing calendar for 2025, are you finding that your list of topics is shorter than you’d like it to be when it comes to topics that are right for the time? Of course, tax tips and saving for college are perennial topics, but are you missing the topics that are in the moment? Let’s look at a few hot topics that could come to prominence in 2025, and may be ripe for you to dig into when you’re writing blog posts or newsletter articles for your clients this year.

Keep in mind that hot topics can shift often, so keep yourself abreast of what’s new in the finance world by attending webinars, workshops, and diligently reading reputable financial journals. You should also do your own due diligence before you write about anything, as you’ll want to make sure that all of your information is factual and accurate before you put it in front of your compliance team. Lastly, check in with your compliance team to make sure that you’re covering topics in a way that makes sense and aligns with your firm’s policies.

Clients appreciate having access to knowledge that is cutting edge, and also that they can be educated on topics that they may see floating around the internet without a lot of context. By making yourself a valuable resource when it comes to financial learning, you’re proving your worth in more ways than one. You may also find your own niches and specialization as you research and become more knowledgeable yourself on current financial and investment topics that you hadn’t given as much attention to previously. If there is something that interests you, jump on that excitement and dig in deeper. You won’t be able to be fully immersed in every potential financial trend of the year, of course, but use your intuition and explore.

Another point to consider when writing about potential trends in finance is to keep your specific audience in mind as you write. Particularly with new or complicated concepts, your clients may not be familiar with the underlying precepts or situations that gave rise to these, and the vocabulary is likely to be new and potentially confusing. Make sure that you provide explanations and examples for more difficult things, without insulting your readers’ intelligence. Definitions, graphs, and other explanatory components may be suited to your writing, depending on the topic. Unsure if you’ve managed to explain something correctly? Rope in someone less familiar with financial terminology to be your beta reader, such as a family member or someone on your staff who is less familiar with investments and regulation, such as a receptionist or marketing team member. 

So, what are a few of the trends to start researching and jotting down notes for in your 2025 blog planner? Here are a few examples, which can serve as research rabbit holes and launch pads for your own interests:

  • Green Fintech: Concern for the environment remains a key interest for younger investors. Expect to see interest in sustainable investments as well as eco-friendly financial solutions.
  • Cryptocurrency: It’s no surprise that interest in cryptocurrencies remains high, particularly in terms of legislation, globalization, and safety as this form of cryptocurrency and other forms of digital assets continue to go mainstream.
  • Embedded Financial Solutions: Integration is key for many people, and investors are interested in one-stop shop solutions for everything. There is a focus on integrating financial services into non-financial websites and other content where it hasn’t been in the past.
  • Multi-Purpose Solutions: This may be something you’re already familiar with—investors are looking for integrated services that will meet more of their needs. This creates convenience as well as can build sturdier relationships between investors and those who are able to meet more of their needs. 
  • Process Automation: Obviously, we see automation around us every day. However, in the financial world, there is emerging technology for enhanced security (important as the online space becomes less safe) as well as fighting financial crimes. Technology for fraud detection is very sought after in today’s world.

Each of these is only a nugget of an idea, and once you’ve done the research into the topic, it will likely open up a host of other topics that will interest your clients. Finding those items that are more relevant, and then doing the due diligence to help your clients before they’ve even had to ask puts you in a positive light not only because you’re in the role of educator, but because you have now also educated yourself for the follow up questions or any potential upswing in interest or concern down the road. Not only are you creating content, you are also providing your own continuing education, and isn’t that what being a self-made business is all about? 

Mandy Szewczuk

More about the author: Mandy Szewczuk

Mandy works with advisors as the lead of Evolution Financial Advisor’s virtual assistant program and is part of the marketing and events team.