Blog categorization is a powerful tool that financial advisors and/or their marketing team can use to display their content as one would display a table of contents in a book. This will not only allow your visitors to know what topics you blog about but also let them find the information they are interested in faster. Tags are generally more specific than categories and can be compared to the index page of a book.

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Force Platform

Sample categories on a blog post

1. While logged in to your Dashboard. Go to the My Content tab and click on the Blog option below it, then navigate to the blog post that you want to add the categories to and select Edit.

2. Find the categories field and type your custom text there.

3. To save your progress and to view the update without making it live select the Draft button at the bottom. To publish the update on the live website press the Needs Review button.