How to Write Copy for Investment Products

Most people don’t realize the value of writing a copy that is engaging and useful. In order to make the most out of your investment products, you have to have a copy that is compelling and interesting.

From understanding what to write to creating the right mix of genres, this guide will help you write quality copy for all types of investment products including bonds, shares, NFTs, Property, and more.

5 Tips to Write a Sales Copy For Investment Products

Write About the Product In a Clear and Concise Way

The first step in any copywriting business is to understand what to write about. Once you know the task and what types of materials to include, be sure to create a copy that is clear, concise, and easy to read. Copy should be written in a way that is easy to understand and follow.

That said, it’s also important to avoid copy that is tedious or takes up a lot of space.

Write About the Benefits Of the Product

With the right copy, you can help your audience find value in your investment product. Your investment product must be able to provide real value in order for people to want to invest in it. You must also be able to market it to the right people, and that’s where copywriting can help.

You might think of yourself as the writer of the copy, but it is actually the reader of the copy who will ultimately make a decision about whether or not to invest in the product. Think from an investor’s perspective when writing about the benefits of your product.

Write About How the Product Can Help a Customer Achieve His Goals

The focus in your investment product copy should always be on the customer’s needs and desires. When you write about an investment product, be sure to discuss how the product can help you achieve customers’ goals. This will show that your writing is important and that you’re an authority on the topic.

It’s also important to make sure that the product is well-rounded and doesn’t just focus on one aspect of the investment product.

Write About the Process of Buying the Product

When you write about an investment product, it’s important to explain the process of buying and selling the security. You should tell people how they can buy and sell the security, and how they can use it as a way to make money.

By explaining this process in detail, you will help your potential customers make a decision about whether or not to buy your product.

Don’t Focus Much On Price

There’s much more important in investment product copy than just pricing — You’re trying to persuade people to buy your investment product, and the price is one of the things that people usually think about when they’re looking at an investment product.

If you want to sell an investment product, it’s important to show how you can help them achieve their goals. You should discuss what types of situations your investment products can be used for, and put these situations in the context of what customers are looking for or doing at this time in their lives.

Write About How Your Investment Product Compares With Other Products

It’s important to show why your investment product is different from other products like it. For example, if you’re selling a property, you might want to show that your property has fewer red flags than another one.

It’s also important to describe why the investment product is better than other category products on offer.

When you write about an investment product, be sure to highlight what makes it unique from other similar investments.

Write a Call-to-Action (CTA)

A call to action tells people what they need to do next in order for them to receive the benefits of buying the investment product. It might say “Buy now” or “Get started.”

You can always add other CTAs later on, but don’t start your copy with one! If you try to sell your investment product upfront, it will immediately turn off the potential customer.

For example, if you’re selling a stock, you could use the CTA “Buy now” to tell people what they need to do next. You don’t have to say “Buy now” every time though. For example, you could use the phrase “Join this offer” in your copy instead.

Be Realistic When Talking About Nitty Gritty

I know you want to present your product as the best one out there, but don’t be unrealistic. It’s best not to try selling things that offer unrealistic results in the beginning (for example, a “get rich quick” tip or investing money you don’t have).

Your customers will find out if you’re being too unrealistic and you’ll lose their trust.


As you can tell, your investment product copy should be easy to read and understand. This is a formula that works, and it needs to be easy so that people can clearly see what you’re getting at.

You don’t have to get this exact formula right the first time — Your writing will improve overtime as you get used to the formula.

You’ll naturally come up with better ideas as you start implementing them, and you’ll also develop a feel for how much detail is too much detail — a balance that’s important when writing good investing product copy.

What other strategies do you use when selling your investment products? Please let me know in the comments!

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