![Financial Advisory Agency: how to post engaging content [content idea list]](http://onlineyougrow.com/cdn/shop/articles/cov-marketing-plan-2_f9ad775f-4b0b-458c-bebd-649f10e5dff1.png?v=1715865433&width=1100)
Facebook and Instagram are not just for likes and fun—they're powerful tools that the top financial advisory agencies use strategically to attract and engage clients.
We understand that you're busy managing your clients' portfolios 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 marketing expert or spend a fortune to make it work. Just a few minutes a day can bring a couple of new clients to your advisory services.
To help you out, we have built a free list of content ideas - also, for a full action plan, please check our strategy pack for financial advisors.
Get the content idea list made for financial agency owners
A lot of financial agencies 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 financial advisory agency
We have analyzed numerous financial advisory firms' social media accounts while developing our strategy pack for financial advisors - here is what consistently proves effective.
| Content Type | Why It Works to Attract New Clients to Your Financial Advisory Agency |
|---|---|
| Educational Articles | Providing valuable insights on financial planning, investment strategies, and market trends establishes your expertise and attracts clients seeking knowledgeable advisors. |
| Client Success Stories | Sharing real-life success stories of clients who have benefited from your services builds trust and demonstrates the tangible results of your financial advice. |
| Market Analysis Videos | Regularly posting videos analyzing current market conditions and future predictions can position you as a thought leader and attract clients interested in informed financial decisions. |
| Webinars and Live Q&A Sessions | Hosting webinars and live Q&A sessions on various financial topics engages your audience and provides direct value, encouraging potential clients to seek your services. |
| Client Testimonials | Featuring positive reviews and testimonials from satisfied clients provides social proof and reassures potential clients of your credibility and effectiveness. |
| Financial Tips and Tricks | Sharing practical financial tips and tricks can engage your audience and demonstrate your commitment to helping them achieve financial well-being. |
| Interactive Content | Polls, quizzes, and interactive posts about financial literacy engage your followers and create a sense of community, encouraging them to consider your services. |
| Industry News Updates | Keeping your audience informed about the latest industry news and regulatory changes positions you as a reliable source of information and attracts clients who value staying updated. |
| Behind-the-Scenes Insights | Sharing behind-the-scenes content about your team and office environment humanizes your brand and builds a personal connection with your audience. |
| Financial Planning Tools | Offering free financial planning tools and resources can attract potential clients by providing immediate value and showcasing your expertise. |
| Local Community Involvement | Highlighting your involvement in local community events and initiatives can build goodwill and attract clients who appreciate socially responsible businesses. |
| Seasonal Financial Advice | Providing timely financial advice related to tax season, holiday spending, or year-end planning can attract clients looking for relevant and timely guidance. |
| Client Spotlights | Featuring stories of your clients' financial journeys creates a sense of community and inspires others to seek your services for their own financial goals. |
| Contests and Giveaways | Running contests and giveaways related to financial literacy can increase engagement and attract new followers, many of whom may convert into clients. |
| Expert Interviews | Conducting interviews with financial experts and industry leaders can provide valuable insights to your audience and enhance your credibility as a knowledgeable advisor. |
Some financial agencies make 5x more profit than you!
We have studied the strategies of the best financial agencies in the world. Replicate them now!
How can financial agency owners make great content on social media?
What to Prioritize
You probably know it already, but high-quality visuals and clear communication are essential for a financial advisory agency.
Clients make decisions based on trust and clarity. Ensure your website and marketing materials are well-designed, professional, and easy to navigate.
Also, post regularly to keep your audience 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 content calendar for financial advisors.
Of course, respond to inquiries and messages quickly. People appreciate timely interaction and it makes them feel valued. Don’t just be another “generic” agency.
Show the human side of your business. Share behind-the-scenes insights, team member stories, and client success stories to create a personal connection with your audience.
If you want to keep your potential clients engaged, highlight any special services, webinars, or financial tips. Make sure your followers know what’s new and beneficial.
Finally, share positive reviews and testimonials. Social proof is powerful and can help attract new clients.
What Doesn’t Matter as Much
Overly polished content does not really matter. Your posts don’t need to be perfect. Authenticity can be more engaging than highly produced content.
Also, don’t feel pressured to jump on every social media trend. Focus on what fits your agency’s “image” and what your audience values.
If you have a low budget for marketing your financial advisory services, 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 creating content, recording videos, and drafting posts. This way, you’re not scrambling daily.
Use Scheduling Tools - tools like Buffer or Hootsuite can schedule posts in advance, saving you time.
Repurpose and use the same content across different platforms. A blog post on your website can be a LinkedIn article or a tweet on Twitter.
Encourage clients to share their experiences and tag your agency. This is what we call “User-Generated Content”. Reposting these can save you time and build community.
Use apps like Canva for quick and easy graphic design, or Lightroom for photo editing. These tools can make your content look professional with minimal effort.
Low-budget content ideas for financial agencies on social media
Our team has curated a list of highly specific, budget-friendly content ideas tailored for financial advisory agencies, complete with practical tips to keep costs low and maximize social media impact.
You might want to incorporate some of these ideas in the marketing plan of your financial advisory agency.
| Content Type | Tips to Make It More Affordable |
|---|---|
| Smartphone Financial Tips | Use natural light by positioning yourself near windows during daytime. Enhance videos with free apps like Snapseed or VSCO. |
| Client Testimonials | Ask satisfied clients to leave a quick video testimonial on their phone. Offer a free consultation or financial review as a thank-you. |
| User-Generated Content | Encourage clients to share their success stories by offering a monthly raffle for those who tag your agency on LinkedIn. |
| DIY Financial Advice Videos | Film short, simple financial advice videos using a smartphone and a basic tripod. Use free editing software like iMovie or OpenShot. |
| Behind-the-Scenes Stories | Use Instagram Stories or Facebook Live to give a real-time look at your daily operations or introduce the team during slow hours. |
| Market Update Posts | Design simple, eye-catching graphics for market updates using free tools like Canva. Include a brief description and relevant data. |
| Advisor Spotlights | Feature team members with a casual photo and fun facts about them. Use your smartphone and a natural setting in the office. |
| Simple Polls and Questions | Engage followers with free Instagram or Facebook polls about their financial goals or suggestions for new services. |
| Local Event Promotions | Collaborate with local events by offering a small discount or free consultation. Cross-promote each other's content to reach a wider audience. |
| Community Involvement Posts | Post photos and short stories about your participation in local charity events or partnerships with community organizations. |
| Client Spotlights | Highlight loyal clients with their financial success stories. Take a quick photo and share a short story about their experience with your agency. |
| Financial Planning Tips | Create attractive infographics using free tools like Canva to share simple financial planning tips. |
| Sustainability Tips | Share eco-friendly financial practices such as paperless statements or investing in green funds. Create simple infographics with free tools like Canva. |
| Behind-the-Scenes Prep | Record short clips of your team preparing for client meetings or working on financial plans. Compile them into a quick video using free tools. |
| Simple Contests and Giveaways | Run social media contests where participants like, share, or tag friends to win a free financial consultation. Use prizes that are cost-effective like a free financial review. |
| Seasonal Financial Tips | Highlight seasonal financial advice using natural light and your smartphone camera. Share the story behind the advice to add interest. |
Copy the tactics of the best financial agencies in the world!
There are financial agencies that make way more money than you do. We have studied their tactics. Get them now!
Exceptionally creative and innovative content ideas specifically for financial agencies
Investing in high-quality social media content for your financial advisory agency can be a game-changer. Many other firms might not prioritize 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 |
|---|---|
| Live Financial Webinars | Hosting live or recorded webinars where your advisors discuss investment strategies, market trends, and financial planning can create a sense of community and attract a global audience. |
| Interactive 360° Office Tours | Offering virtual 360° tours of your office, including meeting rooms and workspaces, can provide a unique behind-the-scenes experience and build trust with potential clients. |
| Exclusive Financial Reports | Creating buzz with exclusive financial reports or market analysis available for a limited time can generate excitement and urgency, attracting new and repeat clients. |
| Client Success Stories | Sharing detailed success stories of clients who have achieved their financial goals with your help can create a memorable impression and encourage word-of-mouth referrals. |
| AR Financial Tools | Implementing augmented reality (AR) tools in your financial planning services where clients can visualize their investment growth can enhance the advisory experience and attract tech-savvy clients. |
| Themed Financial Workshops | Hosting themed financial workshops, such as retirement planning or tax-saving strategies, can provide a unique and immersive experience, attracting groups and special interest clients. |
| Financial Challenge Contests | Organizing financial challenge contests (e.g., saving a certain amount in a month) can create viral moments, attracting competitive savers and spectators. |
| Collaborative Seminars | Partnering with other local experts or firms to host seminars can introduce your agency to new audiences and create a buzz in the community. |
| Story-Driven Social Media 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 Polls | Allowing clients to vote on investment options via social media polls can make them feel involved and eager to see the outcomes of their choices. |
| Eco-Friendly Investment Options | Launching and promoting eco-friendly investment options, such as green bonds or sustainable funds, can attract environmentally conscious clients and media attention. |
| Mobile Advisory Services | Offering mobile advisory services at different locations or local events can expand your reach and attract new clients who may visit your main office later. |
| Financial Planning Subscription Service | Offering a subscription service where clients receive monthly financial tips, market updates, and planning tools can create a loyal client base. |
| Immersive Financial Workshops | Hosting workshops where clients can learn advanced financial planning techniques from your advisors can attract finance enthusiasts and create a sense of exclusivity. |
| Flash Mob Financial Consultations | Organizing flash mob financial consultation events in unexpected locations can create viral content and attract adventurous clients looking for unique experiences. |
Content that never works well for financial agencies on social media
Don't waste your time and resources on these strategies. We've seen many financial advisors make these mistakes, and they won't help you stand out from the competition or attract new clients to your advisory services.
| Content Type | Why It Never Works for Financial Advisors | Do This Instead |
|---|---|---|
| Generic Stock Photos | They lack authenticity and can make your advisory firm appear unoriginal or untrustworthy. | Use real photos of your team, office, and client interactions 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 financial tips, 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 updates, 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 financial well-being, 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 services can bore followers and reduce engagement. | Share user-generated content, collaborate with local businesses, 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 advisory services. |
Make your financial advisory agency more profitable
We have studied the strategies of the best financial agencies in the world. All their tactics are explained in our pack!
Why social media can be a big pay-off for your financial advisory agency
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 financial advisory agency could make more money!
Most financial agency owners don't know how to grow their business. Let us teach you the right strategies.
