![Wealth Management Advisor: how to post engaging content [content idea list]](http://onlineyougrow.com/cdn/shop/articles/cov-marketing-plan-5_3cbed678-e7e1-4373-b90d-88783675214e.png?v=1715865452&width=1100)
LinkedIn and Twitter are not just for networking and news—they're powerful tools that the top wealth management advisors use strategically to attract and retain 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 social media guru or spend a fortune to make it work. Just a few minutes a day can help you connect with potential clients and showcase your expertise.
To assist you, we have created a free list of content ideas - also, for a comprehensive action plan, please check our strategy pack for wealth management advisors.
Get the content idea list made for wealth advisors
A lot of wealth advisors 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 wealth management advisor
We have studied dozens of wealth management advisors’ social media accounts when building strategy pack for wealth management advisors - here is what seems to always work.
| Content Type | Why It Works to Attract New Clients to Your Wealth Management Services |
|---|---|
| Educational Articles | Providing valuable insights on financial planning, investment strategies, and market trends establishes you as a knowledgeable expert and builds trust with potential clients. |
| Client Success Stories | Sharing real-life success stories of clients who have benefited from your services offers social proof and encourages others to seek your expertise. |
| Market Updates | Regular updates on market conditions and economic trends keep your audience informed and demonstrate your active engagement with the financial world. |
| Webinars and Live Q&A Sessions | Hosting webinars and live Q&A sessions allows you to interact directly with potential clients, answer their questions, and showcase your expertise in real-time. |
| Financial Tips and Advice | Sharing practical financial tips and advice helps your audience manage their finances better and positions you as a helpful resource. |
| Client Testimonials | Positive reviews and testimonials from satisfied clients provide credibility and encourage others to trust your services. |
| Infographics and Visual Content | Using infographics and visual content to explain complex financial concepts makes the information more accessible and engaging for your audience. |
| Industry News and Analysis | Sharing news and analysis on industry developments keeps your audience informed and positions you as a thought leader in the field. |
| Personal Finance Stories | Sharing relatable personal finance stories can resonate with your audience and make your content more engaging and human. |
| Interactive Content | Polls, quizzes, and interactive tools engage your audience and provide valuable insights into their financial needs and preferences. |
| Behind-the-Scenes Insights | Offering a glimpse into your daily operations and team members builds transparency and trust with your audience. |
| Retirement Planning Tips | Providing tips and strategies for retirement planning addresses a common concern and attracts clients looking for long-term financial security. |
| Tax Planning Advice | Sharing advice on tax planning and optimization helps your audience save money and demonstrates your comprehensive financial expertise. |
| Client Spotlights | Featuring stories of 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 wealth advisors make 5x more profit than you!
We have studied the strategies of the best wealth advisors in the world. Replicate them now!
How can wealth advisors make great content on social media?
What to Prioritize
You probably know it already, but having a clear and comprehensive financial plan is essential.
People trust with their eyes first. Make sure your presentations are visually appealing, your data is accurate, and your advice is clear and actionable.
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” advisor.
Show the real side of your 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 clients excited, highlight any special services, upcoming seminars, or market insights. Make sure your clients 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 communications don’t need to be perfect. Authenticity can be more engaging than highly produced content.
Also, don’t feel pressured to jump on every financial trend. Focus on what fits your advisory “image” and what your clients value.
If you have a low budget for marketing your 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 Efficient
First, spend a few hours once a week preparing financial reports, recording videos, and drafting newsletters. 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 newsletter or a LinkedIn article.
Encourage clients to share their success stories and tag your advisory service. 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 photo editing. These tools can make your content look professional with minimal effort.
Low-budget content ideas for wealth advisors on social media
Our team has curated a list of highly specific, cost-effective content ideas tailored for wealth management advisors, complete with practical tips to keep expenses low while maximizing your social media presence.
Consider incorporating some of these strategies into your wealth management marketing plan.
| 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 complimentary 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 advisory firm on LinkedIn. |
| DIY Financial Advice Videos | Film short, simple financial advice segments 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 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 advisory services. |
| 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 investing in green funds. Create simple infographics with free tools like Canva. |
| Behind-the-Scenes Prep | Record short clips of your daily work, such as preparing client reports or attending webinars. 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 e-book. |
| 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 wealth advisors in the world!
There are wealth advisors that make way more money than you do. We have studied their tactics. Get them now!
Exceptionally creative and innovative content ideas specifically for wealth advisors
Investing in high-quality content for your wealth management advisory services can set you apart from the competition, capture the attention of potential clients, and build a loyal client base.
| Content Type | Why It Could Attract a LOT of Clients |
|---|---|
| Educational Webinars | Hosting live or recorded webinars on various financial topics can educate your audience, establish your expertise, and attract a global clientele. |
| Interactive Financial Planning Tools | Offering interactive tools like retirement calculators or investment risk assessments on your website can provide value to potential clients and encourage them to engage with your services. |
| Exclusive Market Insights | Providing exclusive insights and analysis on market trends and investment opportunities can create a sense of urgency and attract clients looking for expert advice. |
| Client Success Stories | Sharing detailed stories of how you've helped clients achieve their financial goals can build trust and encourage word-of-mouth referrals. |
| Augmented Reality (AR) Financial Simulations | Implementing AR technology to create immersive financial simulations can enhance the client experience and attract tech-savvy investors. |
| Themed Financial Workshops | Hosting themed workshops, such as retirement planning or tax optimization, can provide a unique and valuable experience, attracting clients with specific financial needs. |
| Investment Challenge Contests | Organizing investment challenge contests can create engaging content, attract competitive investors, and showcase your advisory skills. |
| Collaborative Financial Events | Partnering with other financial experts or institutions to host events can introduce your services to new audiences and create a buzz in the financial community. |
| Story-Driven Blog Posts | Sharing in-depth stories about your investment strategies, client journeys, or the personal experiences of your advisors can create an emotional connection with potential clients. |
| Interactive Investment Portfolios | Allowing clients to customize their investment portfolios through interactive online tools can make them feel involved and confident in their financial decisions. |
| Eco-Friendly Investment Options | Promoting eco-friendly and sustainable investment options can attract environmentally conscious clients and generate positive media attention. |
| Pop-Up Financial Clinics | Operating pop-up financial clinics in different locations or at local events can expand your reach and attract new clients who may seek your advisory services later. |
| Subscription-Based Financial Advice | Offering a subscription service where clients receive monthly financial advice and market updates can create a loyal client base. |
| Immersive Financial Workshops | Hosting workshops where clients can learn advanced financial planning techniques can attract finance enthusiasts and create a sense of exclusivity. |
| Flash Mob Financial Seminars | Organizing flash mob financial seminars in unexpected locations can create viral content and attract adventurous clients looking for unique experiences. |
Content that never works well for wealth advisors on social media
Don't waste your time and resources on these strategies. We've seen many wealth management advisors make these mistakes, and they won't help you stand out from the competition or attract new clients to your practice.
| Content Type | Why It Never Works for 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 wealth management confuses followers and dilutes your brand. | Keep your content focused on financial planning, market insights, 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 firm. |
Make your wealth management advisory business more profitable
We have studied the strategies of the best wealth advisors in the world. All their tactics are explained in our pack!
Why social media can be a big pay-off for your wealth management advisory 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 wealth management advisory business could make more money!
Most wealth advisors don't know how to grow their business. Let us teach you the right strategies.
