![Personal Finance Coach: how to post engaging content [content idea list]](http://onlineyougrow.com/cdn/shop/articles/cov-marketing-plan-5_b7a0355b-8d92-4821-9b9d-0752a88cfbb9.png?v=1715865619&width=1100)
Facebook and Instagram are not just for likes and fun—they're powerful tools that the best personal finance coaches use strategically to attract clients.
We know you're busy helping clients manage their finances and the thought of managing social media might feel like another 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 practice.
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 personal finance coaches.
Get the content idea list made for finance coaches
A lot of finance coaches 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 personal finance coach
We have analyzed numerous personal finance coaches' social media accounts to create our strategy pack for personal finance coaches - here is what consistently drives engagement and attracts new clients.
| Content Type | Why It Works to Attract New Clients to Your Coaching Business |
|---|---|
| Success Stories | Sharing testimonials and success stories from clients provides social proof and demonstrates the effectiveness of your coaching. |
| Educational Videos | Posting videos that explain financial concepts or offer tips can establish you as an authority and attract those seeking financial guidance. |
| Client Testimonials | Positive reviews and testimonials from real clients build trust and encourage others to seek your services. |
| Free Resources | Offering free resources like eBooks, checklists, or webinars can attract potential clients looking for valuable information. |
| User-Generated Content | Sharing content created by your clients (testimonials, progress updates) engages your community and adds authenticity. |
| Collaborations with Influencers | Partnering with financial influencers or other professionals can introduce your services to a broader audience. |
| Event Announcements | Promoting upcoming workshops, webinars, or live Q&A sessions can attract new clients interested in learning more. |
| Seasonal Financial Tips | Highlighting financial tips relevant to specific seasons or holidays can attract clients looking for timely advice. |
| Interactive Content | Polls, quizzes, and Q&A sessions engage followers and create a sense of community, encouraging them to seek your services. |
| Budgeting Tips | Sharing practical budgeting tips can intrigue those looking to improve their financial management skills. |
| Daily Financial Tips | Regularly updating followers with daily financial tips keeps your coaching services top-of-mind and encourages engagement. |
| Behind-the-Scenes Stories | Featuring stories about your journey and experiences creates a personal connection and humanizes your brand. |
| Investment Advice | Sharing investment tips and strategies can engage followers who are interested in growing their wealth. |
| Sustainability Initiatives | Highlighting sustainable financial practices appeals to environmentally 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 coaches make 5x more profit than you!
We have studied the strategies of the best finance coaches in the world. Replicate them now!
How can finance coaches make great content on social media?
What to Prioritize
You probably know it already, but having a clear and actionable financial plan is essential.
People need to see the value in your guidance first. Make sure your advice is practical, your strategies are sound, and your presentation is clear and inviting.
Also, communicate regularly to keep your clients engaged. It doesn’t have to be daily, but find a schedule that works for you and stick to it. We have prepared a free financial planning calendar for you.
Of course, respond to client inquiries and messages quickly. People appreciate interaction and it makes them feel valued. Don’t just be another “generic” coach.
Show the real side of your coaching practice. Share behind-the-scenes insights, success stories, and client testimonials to create a personal connection with your audience.
If you want to keep your potential clients excited, highlight any special workshops, webinars, or new financial tools. 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 coaching style and what your audience finds valuable.
If you have a low budget for marketing your coaching 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 coaches.
How to Do It Fast and Efficient
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 post on LinkedIn or a tweet on Twitter.
Encourage clients to share their own success stories and tag your coaching practice. 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 finance coaches on social media
Our team has curated a list of highly specific, budget-friendly content ideas tailored for personal finance coaches, complete with practical tips to keep costs low and effectively leverage social media.
You might want to incorporate some of these ideas in your personal finance coaching marketing plan.
| Content Type | Tips to Make It More Affordable |
|---|---|
| Smartphone Financial Tips Videos | Use natural light by filming near windows during the day. Enhance videos with free apps like InShot or Premiere Rush. |
| 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 coaching service on Instagram. |
| DIY Budgeting Tutorials | Film short, simple tutorials on budgeting 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 work routine or introduce your team during slow hours. |
| Daily Financial Tips | Design simple, eye-catching graphics for daily financial tips using free tools like Canva. Include a brief description and a relevant image. |
| Staff Spotlights | Feature team members with a casual photo and fun facts about them. Use your smartphone and a natural setting in your office. |
| Simple Polls and Questions | Engage followers with free Instagram or Facebook polls about their financial goals or topics they want to learn more about. |
| Local Event Promotions | Collaborate with local events by offering a small discount or free financial workshop. 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 achievements. Take a quick photo and share a short story about their journey with your coaching. |
| Homemade Financial Graphics | Create attractive infographics using inexpensive items like charts, graphs, and props from dollar stores. |
| Sustainability Tips | Share eco-friendly financial practices such as paperless billing or investing in green funds. Create simple infographics with free tools like Canva. |
| Behind-the-Scenes Prep | Record short clips of your preparation work, such as organizing financial documents or setting up for a webinar. 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 eBook. |
| Seasonal Financial Advice | Highlight seasonal financial tips using natural light and your smartphone camera. Share the story behind the advice to add interest. |
Copy the tactics of the best finance coaches in the world!
There are finance coaches 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 coaches
Investing in high-quality content for your personal finance coaching business can be a game-changer. Many other coaches might not take this step, giving you a unique opportunity to stand out, capture attention, and build a dedicated client base.
| Content Type | Why It Could Bring a LOT of Clients |
|---|---|
| Live Financial Webinars | Hosting live webinars where you discuss key financial topics and answer questions in real-time can create a sense of community and attract a global audience. |
| Interactive Budgeting Tools | Offering interactive budgeting tools on your website can provide a hands-on experience for potential clients, showcasing your expertise and encouraging them to seek your services. |
| Exclusive Financial Planning Guides | Creating buzz with limited edition or seasonal financial planning guides can generate excitement and urgency, attracting new and repeat clients. |
| One-on-One Coaching Sessions | Offering exclusive one-on-one coaching sessions where clients can get personalized advice can create a memorable experience and lead to word-of-mouth referrals. |
| AR Financial Simulations | Implementing augmented reality (AR) technology in your financial simulations can enhance the learning experience and attract tech-savvy clients. |
| Themed Financial Workshops | Hosting themed financial workshops, such as retirement planning or investment strategies, can provide a unique and immersive experience, attracting groups and special occasions. |
| Financial Challenge Contests | Organizing financial challenge contests (e.g., saving a certain amount in a month) can create viral moments, attracting competitive individuals and spectators. |
| Collaborative Seminars | Partnering with other financial experts or institutions to host seminars can introduce your coaching services to new audiences and create a buzz in the community. |
| Story-Driven Social Media Posts | Sharing in-depth stories about your clients' financial journeys, the impact of your advice, or your personal experiences can create an emotional connection with potential clients. |
| Interactive Financial Polls | Allowing clients to vote on financial topics they want to learn about via social media polls can make them feel involved and eager to engage with your content. |
| Eco-Friendly Financial Tips | Launching and promoting eco-friendly financial tips, such as sustainable investing or reducing financial waste, can attract environmentally conscious clients and media attention. |
| Mobile Financial Clinics | Operating a mobile financial clinic in different locations or at local events can expand your reach and attract new clients who may seek your services later. |
| Subscription-Based Financial Advice | Offering a subscription service where clients receive monthly financial advice and resources can create a loyal client base. |
| Immersive Financial Workshops | Hosting workshops where clients can learn advanced financial techniques can attract finance enthusiasts and create a sense of exclusivity. |
| Flash Mob Financial Sessions | Organizing flash mob financial sessions in unexpected locations can create viral content and attract adventurous clients looking for unique experiences. |
Content that never works well for finance coaches on social media
Don't waste your time and resources on these strategies. We've seen many individuals make these mistakes, and they won't help you achieve financial freedom or build a solid financial foundation.
| Strategy | Why It Never Works for Personal Finance | Do This Instead |
|---|---|---|
| Generic Financial Advice | It lacks personalization and may not address your unique financial situation. | Seek tailored advice that considers your specific goals, income, and expenses to create a customized financial plan. |
| Overly Aggressive Investment Strategies | High-risk investments can lead to significant losses, especially if you're not well-versed in the market. | Focus on a balanced investment portfolio that aligns with your risk tolerance and long-term goals. |
| Ignoring Budgeting | Without a budget, it's easy to overspend and lose track of your financial goals. | Create a detailed budget that tracks your income and expenses, helping you stay on top of your finances. |
| Procrastinating on Debt Repayment | Delaying debt repayment can lead to higher interest costs and prolonged financial stress. | Develop a debt repayment plan that prioritizes high-interest debts and sets clear timelines for becoming debt-free. |
| Following Trends Blindly | Jumping on financial trends without proper research can result in poor financial decisions. | Conduct thorough research and consult with a financial advisor before making any significant financial moves. |
| Neglecting Emergency Savings | Without an emergency fund, unexpected expenses can derail your financial stability. | Build an emergency fund that covers at least 3-6 months of living expenses to safeguard against unforeseen events. |
| Over-Reliance on Credit | Excessive use of credit can lead to high debt levels and financial strain. | Use credit responsibly and aim to pay off your balance in full each month to avoid interest charges. |
| Ignoring Retirement Planning | Failing to plan for retirement can result in insufficient funds during your golden years. | Start saving for retirement early and take advantage of employer-sponsored retirement plans and tax-advantaged accounts. |
| Not Reviewing Financial Goals | Without regular reviews, you may lose sight of your financial objectives and progress. | Regularly review and adjust your financial goals to ensure they remain aligned with your life changes and aspirations. |
| Ignoring Financial Education | Lack of financial knowledge can lead to poor decision-making and missed opportunities. | Invest time in financial education through books, courses, and workshops to enhance your financial literacy. |
| Overlooking Insurance Needs | Inadequate insurance coverage can leave you vulnerable to significant financial losses. | Assess your insurance needs and ensure you have adequate coverage for health, life, and property. |
| Not Seeking Professional Help | Trying to manage complex financial situations alone can lead to costly mistakes. | Consult with a certified financial planner to get expert advice and guidance tailored to your financial situation. |
| Impulse Spending | Unplanned purchases can quickly derail your budget and savings goals. | Practice mindful spending by planning purchases and avoiding impulse buys. |
| Ignoring Tax Planning | Poor tax planning can result in higher tax liabilities and missed savings opportunities. | Incorporate tax planning into your financial strategy to maximize deductions and minimize liabilities. |
Make your personal finance coaching business more profitable
We have studied the strategies of the best finance coaches in the world. All their tactics are explained in our pack!
Why social media can be a big pay-off for your personal finance coaching business
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 personal finance coaching business could make more money!
Most finance coaches don't know how to grow their business. Let us teach you the right strategies.
