![Corporate Finance Advisory: how to post engaging content [content idea list]](http://onlineyougrow.com/cdn/shop/articles/cov-marketing-plan-2_814b346b-0e53-40d9-8723-020664389d61.png?v=1715865696&width=1100)
LinkedIn and Twitter are not just for networking and news—they're powerful tools that the top corporate finance advisory firms use strategically to attract clients.
We understand that you're busy managing your firm and the thought of handling social media might feel like an additional burden.
But here's the deal: you don't need to be a social media expert or spend a fortune to make it work. Just a few minutes a day can bring a couple of new clients to your firm.
To assist you, we have created a free list of content ideas - also, for a comprehensive action plan, please check our strategy pack for corporate finance advisors.
Get the content idea list made for finance firm owners
A lot of finance firms manage to post engaging content on social media. Here is a free tool to to get you started.
Content that always work well for a corporate finance advisory firm
We have analyzed numerous corporate finance advisory firms' digital strategies while developing our strategy pack for corporate finance advisory firms - here is what consistently proves effective.
| Content Type | Why It Works to Attract New Clients to Your Advisory Firm |
|---|---|
| Case Studies | Detailed case studies showcasing successful client engagements demonstrate your expertise and build credibility. |
| Expert Insights | Sharing articles, whitepapers, and videos with expert analysis on market trends positions your firm as a thought leader. |
| Client Testimonials | Positive reviews and testimonials from satisfied clients provide social proof and encourage potential clients to trust your services. |
| Webinars and Workshops | Hosting educational webinars and workshops can attract new clients looking for valuable insights and professional advice. |
| Industry News Updates | Regularly updating followers with the latest industry news keeps your audience informed and positions your firm as a reliable source of information. |
| Behind-the-Scenes Content | Showcasing your team and office environment builds trust and creates a personal connection with your audience. |
| Collaborations with Influencers | Partnering with industry influencers can introduce your firm to a broader, relevant audience. |
| Event Announcements | Promoting upcoming conferences, seminars, or networking events can attract new clients interested in professional growth and networking opportunities. |
| Seasonal Financial Tips | Providing timely financial advice related to tax season, year-end planning, or market cycles can attract clients seeking seasonal guidance. |
| Interactive Content | Polls, quizzes, and Q&A sessions engage followers and create a sense of community, encouraging them to seek your advisory services. |
| Client Success Stories | Sharing stories of how your firm has helped clients achieve their financial goals can inspire potential clients to seek your expertise. |
| Team Member Spotlights | Featuring stories about your team members creates a personal connection and humanizes your brand. |
| Financial Planning Tips | Sharing practical financial planning tips can engage followers who are looking to improve their financial health. |
| Sustainability Initiatives | Highlighting your firm's commitment to sustainable and ethical practices appeals to socially conscious clients. |
| Client Spotlights | Featuring regular clients creates a sense of community and makes others want to be part of that group. |
| Contests and Giveaways | Running contests and giveaways can increase engagement and attract new followers, many of whom may convert into clients. |
Some finance firms make 5x more profit than you!
We have studied the strategies of the best finance firms in the world. Replicate them now!
How can finance firm owners make great content on social media?
What to Prioritize
You probably know it already, but high-quality presentations and detailed reports of your financial strategies are essential.
Clients make decisions based on clear, concise, and visually appealing data. Ensure your reports are well-organized, the data is accurate, and the presentation is professional.
Also, communicate regularly to keep your clients informed. It doesn’t have to be daily, but find a schedule that works for you and stick to it. We have prepared a free client communication planner for you.
Of course, respond to client inquiries and feedback quickly. Clients appreciate timely interaction and it makes them feel valued. Don’t just be another “generic” advisory firm.
Show the real side of your firm. Behind-the-scenes insights, team member stories, and client success stories can create a personal connection with your clients.
If you want to keep your clients engaged, highlight any special services, upcoming seminars, or market insights. Make sure your clients know what’s new and beneficial.
Finally, share positive client testimonials and case studies. Social proof is powerful and can help attract new clients.
What Doesn’t Matter as Much
Overly polished content does not really matter. Your reports and presentations don’t need to be perfect. Authenticity can be more engaging than highly produced content.
Also, don’t feel pressured to adopt every new financial trend. Focus on what fits your firm’s expertise and what your clients value.
If you have a low budget for marketing your advisory firm, don’t immediately go for paid ads. Organic reach can still be effective with good content and engagement. You will find tons of tactics and strategies in our strategy pack for financial advisors.
How to Do It Fast and Efficiently
First, spend a few hours once a week preparing reports, recording webinars, and drafting client updates. This way, you’re not scrambling daily.
Use Scheduling Tools - tools like Buffer or Hootsuite can schedule updates in advance, saving you time.
Repurpose and use the same content across different platforms. A detailed report can be a blog post on your website or a newsletter update.
Encourage clients to share their success stories and tag your firm. This is what we call “Client-Generated Content”. Reposting these can save you time and build community.
Use apps like Canva for quick and easy graphic design, or Lightroom for report editing. These tools can make your content look professional with minimal effort.
Low-budget content ideas for finance firms on social media
Our team has curated a list of highly specific, cost-effective content ideas tailored for corporate finance advisory firms, complete with practical tips to keep expenses low while maximizing your social media presence.
Consider incorporating some of these ideas into your firm's marketing strategy.
| Content Type | Tips to Make It More Affordable |
|---|---|
| Client Success Stories | Request satisfied clients to share a brief video testimonial using their smartphone. Offer a small token of appreciation, such as a discount on future services. |
| Expert Financial Tips | Record short, insightful financial tips using a smartphone and a basic tripod. Edit with free software like iMovie or OpenShot. |
| Behind-the-Scenes Insights | Use LinkedIn Stories or Facebook Live to provide a real-time look at your team's daily activities or introduce key team members during less busy hours. |
| Industry News Updates | Share brief updates on industry news and trends using free tools like Canva to create simple, eye-catching graphics. |
| Client Spotlights | Feature loyal clients with a casual photo and a short story about their experience with your firm. Use your smartphone and a natural office setting. |
| Interactive Polls and Questions | Engage your audience with free LinkedIn or Facebook polls about their financial goals or preferences for advisory services. |
| Webinar Promotions | Promote upcoming webinars by creating simple graphics and event pages using free tools. Offer a small incentive for early registrations. |
| Community Involvement Posts | Share photos and short stories about your firm's participation in local charity events or partnerships with community organizations. |
| Financial Planning Tips | Share practical financial planning tips using natural light and your smartphone camera. Create simple infographics with free tools like Canva. |
| Team Spotlights | Highlight team members with a casual photo and fun facts about them. Use your smartphone and a natural office setting. |
| Simple Contests and Giveaways | Run social media contests where participants like, share, or tag friends to win a free consultation. Use prizes that are cost-effective like a free financial review. |
| Client Education Posts | Share educational content about financial literacy using natural light and your smartphone camera. Include a brief description and a relevant graphic. |
| Market Analysis Videos | Film short market analysis videos using a smartphone and a basic tripod. Use free editing software like iMovie or OpenShot. |
| Simple Polls and Questions | Engage followers with free LinkedIn or Facebook polls about their financial concerns or suggestions for new services. |
| Local Event Promotions | Collaborate with local business events by offering a small discount or coupon. Cross-promote each other's content to reach a wider audience. |
Copy the tactics of the best finance firms in the world!
There are finance firms that make way more money than you do. We have studied their tactics. Get them now!
Exceptionally creative and innovative content ideas specifically for finance firms
Investing in high-quality content for your corporate finance advisory firm can be a game-changer. Many firms overlook this, giving you a unique opportunity to stand out, capture attention, and build a loyal client base.
| Content Type | Why It Could Attract a LOT of Clients |
|---|---|
| Webinars on Financial Strategies | Hosting live or recorded webinars where your experts discuss financial strategies and market trends can establish your firm as a thought leader and attract a global audience. |
| Interactive Financial Planning Tools | Offering interactive tools on your website, such as retirement calculators or investment risk assessments, can provide value to potential clients and encourage them to engage with your services. |
| Exclusive Market Reports | Creating buzz with exclusive, in-depth market reports available for a limited time can generate excitement and urgency, attracting new and repeat clients. |
| Client Success Stories | Sharing detailed case studies and success stories of clients who have benefited from your advisory services can build trust and credibility, encouraging word-of-mouth referrals. |
| AR Financial Simulations | Implementing augmented reality (AR) technology in your presentations where clients can visualize different financial scenarios can enhance the advisory experience and attract tech-savvy clients. |
| Themed Financial Workshops | Hosting themed workshops, such as retirement planning or investment strategy sessions, can provide a unique and immersive experience, attracting groups and special interest clients. |
| Financial Challenge Contests | Organizing financial challenge contests (e.g., investment portfolio competitions) can create viral moments, attracting competitive individuals and spectators. |
| Collaborative Industry Events | Partnering with other financial experts or firms to host industry events can introduce your firm to new audiences and create a buzz in the financial community. |
| Story-Driven Blog Posts | Sharing in-depth stories about the origins of your firm, the journey of your advisors, or the impact of your services can create an emotional connection with clients. |
| Interactive Investment Portfolios | Allowing clients to choose components of their investment portfolios via online tools can make them feel involved and eager to see the results of their personalized strategies. |
| Sustainable Investment Initiatives | Launching and promoting sustainable investment initiatives, such as green bonds or socially responsible funds, can attract environmentally conscious clients and media attention. |
| Pop-Up Advisory Sessions | Operating pop-up advisory sessions in different locations or at industry events can expand your reach and attract new clients who may seek your services later. |
| Financial Newsletter Subscription | Offering a subscription service where clients receive monthly financial insights and market analysis can create a loyal client base. |
| Immersive Financial Workshops | Hosting workshops where clients can learn advanced financial techniques from your advisors can attract finance enthusiasts and create a sense of exclusivity. |
| Flash Mob Financial Consultations | Organizing flash mob financial consultations in unexpected locations can create viral content and attract adventurous clients looking for unique experiences. |
Content that never works well for finance firms on social media
Don't waste your time and resources on these strategies. We've seen many corporate finance advisory firms make these mistakes, and they won't help you stand out from the competition or attract new clients.
| Strategy | Why It Never Works for Finance Firms | Do This Instead |
|---|---|---|
| Generic Stock Photos | They lack authenticity and can make the firm appear unoriginal or untrustworthy. | Use real photos of your team, office, and client meetings to create a genuine connection with your audience. |
| Overly Promotional Posts | Constantly pushing services can feel spammy and turn off followers. | Mix in engaging content like industry insights, client success stories, and interactive posts to keep your audience interested. |
| Unrelated Content | Posting content that has nothing to do with finance or your services confuses followers and dilutes your brand. | Keep your content focused on financial advice, market trends, and related topics to maintain relevance and interest. |
| Low-Quality Videos | Poorly shot or edited videos can reflect badly on your firm's quality and professionalism. | Invest in basic video equipment or hire a local videographer to produce high-quality videos that showcase your expertise positively. |
| Political or Controversial Posts | These can alienate parts of your audience and lead to negative backlash. | Stick to neutral, positive content that focuses on finance, community, and your firm's unique offerings. |
| Too Many Hashtags | Overusing hashtags can look desperate and reduce engagement by making posts look cluttered. | Use a few relevant, targeted hashtags to increase visibility without overwhelming your audience. |
| Automated Replies and Messages | They can come off as impersonal and frustrate clients looking for genuine interaction. | Respond personally to comments and messages to show that you care about your clients and value their feedback. |
| Overly Staged Photos | Photos that look too perfect can seem inauthentic and less relatable. | Use natural lighting and casual settings to make your photos feel more genuine and inviting. |
| Constant Self-Promotion | Only talking about your firm can bore followers and reduce engagement. | Share user-generated content, collaborate with industry experts, and highlight community involvement to diversify your content. |
| Negative or Defensive Responses | Responding poorly to criticism can damage your reputation and discourage potential clients. | Address negative feedback calmly and constructively, showing that you are willing to improve and value client input. |
| Ignoring Social Media Trends | Being out of touch with current trends can make your firm seem outdated and unappealing. | Stay updated with social media trends and incorporate them creatively into your content strategy to keep your audience engaged and excited. |
| Excessive Posting | Posting too frequently can overwhelm your followers and lead to unfollows. | Maintain a consistent but moderate posting schedule, ensuring each post adds value and keeps your audience looking forward to your updates. |
| Complex or Confusing Promotions | Promotions that are hard to understand can frustrate clients and deter participation. | Offer simple, clear, and straightforward promotions that are easy for clients to grasp and engage with. |
| Ignoring Comments and Messages | Not engaging with your audience can make them feel undervalued and reduce their loyalty. | Regularly respond to comments and messages to build a strong, interactive community around your firm. |
Make your corporate finance advisory firm more profitable
We have studied the strategies of the best finance firms in the world. All their tactics are explained in our pack!
Why social media can be a big pay-off for your corporate finance advisory firm
We understand that as a small business owner, you might feel hesitant about diving into social media marketing.
The world of social media can seem foreign and filled with confusing jargon. You might believe that it's more suited for big corporations rather than small businesses like yours.
The day-to-day demands of running your business are already overwhelming, leaving little time for additional tasks like social media.
It's common to think that social media marketing is an expensive endeavor, one that your tight profit margins can't support. Plus, the sheer number of social media platforms can lead to indecision and skepticism, especially if previous efforts haven't yielded the results you hoped for.
That's why we've created a "marketing pack" specifically designed for small business owners like you.
Our pack addresses all the issues you might face, offering simple, cost-effective strategies that don't require a marketing expert or a big budget for your business. These documents are straightforward and easy to understand, cutting through the jargon and focusing on what really works for small businesses on social media.
We provide clear, actionable steps for creating engaging posts, building a loyal following, and boosting your business's visibility online.
With our social media marketing pack, you can invest in your business's growth without feeling overwhelmed or uncertain.
Your corporate finance advisory firm could make more money!
Most finance firm owners don't know how to grow their business. Let us teach you the right strategies.
