If you’re a financial advisor or financial planner looking to grow your brand awareness or to connect with new and existing clients, you’ve come to the right place.

There are quite a few marketing options available to you, however, few are as effective as social media. Not only is it cost-effective, but it also allows you to manage and dictate your strategy.

That being said, coming up with fresh content ideas regularly isn’t always easy. Not to worry, we’re here to help! Below, you’ll find social media post ideas for financial advisers to help you increase engagement and achieve your goals.

Business Updates

This might seem obvious, but it’s an easy home run that requires very little effort on your part. Sharing updates on your company shows the human side of your business, which will build your brand’s authenticity.

These updates could be new client signings, celebrating the wins of your staff or clients, sharing a new website launch or even charity work your team may be participating in.

Keep these posts light and informative, and make sure to have a good quality photo or screenshot to go along with it.

Share Regular Market Updates

Sharing valuable insights with your followers is a great way to build your credibility online. We are by no means saying you should do your job for free, but sharing a brief update on the current market goes a long way towards demonstrating your industry expertise and knowledge.

Schedule this as a regular post – say posting every Thursday at 4 pm for example. Posts in a regular series hold you accountable to post regularly and create anticipation from your audience as they await your next update.

Make sure to respond to any comments or queries that may come upon these posts.

Live Seminars and Q&As

Hosting live Q&As or seminars can greatly impact financial advisors and planners looking to grow their brand on social media. These events allow you to demonstrate your expertise, build rapport with your audience, and humanise your brand. All of these factors are key to generating new business, as people are very insecure with their money and will only want someone trustworthy looking after it.

Choose a relevant topic that appeals to your demographic (perhaps you specialise in retirement) or currents affairs that are causing a stir, like a companies upcoming IPO or an interest rates announcement. You could either interview an expert or answer questions directly from your followers.

Make sure to promote this in the lead up to the event so you as many people attending as possible.

Explainer Videos

It’s no secret that the financial world is complicated, which is why people require your services to begin with. Creating short explainer videos of certain terms or topics are a great way to create regular content that gives value to your followers.

Select a topic, ‘Pensions Explained’ for example, and create a series of short videos that explain certain topics or terms related to this subject. Make the videos relaxed and engaging to make the content more accessible to a wider audience.

Scheduling these posts at a regular time will create a sense of expectation as your followers will look forward to the next instalment.

If you’re short on ideas, why not ask your followers what they would more information on?


Polls are a great way to drive engagement on your social media channels. Think of questions relevant to your field and that would spark a conversation either directly with you or others who follow your accounts.

For example, you could post this series of questions in a story:

“How soon would you like to retire? Before 50/before 60”

“Do you think a pension is enough to retire comfortably? Yes/No”

“Have you got a clear retirement plan? Yes/No”

“If there was a way to retire sooner, would you go for it? “Yes?No”

Not only will this help you get to know your audience better, but it will also act as a form of lead generation. Take note of those who answered yes to the final question and reach out to them casually to see if they’d like some more information. Who knows, a new client may be waiting!

Final Thoughts

The mains points to remember to make the most of your social media are:

  • Be consistent. Regular posting keeps you relevant and at the top end of people’s feeds.
  • Give value. Don’t post for the sake of it, try to give as much value to your audience as possible.
  • Use relevant tags. The best way to give your posts more traction is by using the correct tags.

Juggling this, and your business can be tricky – especially if you want to make the most of your platforms. Not to worry though, we can help.

At 99social we offer cheap social media management from as little as £99 per month.

Get in touch today to find out more, and don’t forget to follow us on Twitter for social media news, tips and advice.

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