26 Social Media Post Ideas for Financial Advisers

26 Free Social Media Content Ideas for Financial Advisers 

Social media is an excellent way to engage your audience and build relationships, ultimately getting you more clients. However, it certainly does not come without its own challenges.  One of which includes having to consistently come up with good content ideas and finding the time to write and create. This could be an excruciating and time-consuming process especially if you have to do it alongside keeping your clients happy and running your practice; that’s why we decided to make this ultimate content ideas list for financial advisers like you.

Contents:

Why 26?

You must be wondering why we went with 26, but there’s a substantial reason behind this magic number. If you do one of these content ideas per week you will have 6 months worth of content; do two of each and you’re good for an entire year. The goal is to lessen your time spent on the drawing board, so you’ll have more time to create content (and of course, get back to running your business).  

Why you need a social media strategy

It is important for financial advisors to implement a social media strategy because more and more people are looking to social media for investment information. Moreover, it gives you an opportunity to stay connected with your audience and build brand awareness even with people who haven’t met you yet; a strong online presence demonstrates authority and increases the likelihood of people engaging with you.

A study done by Accenture shows that only 48% of financial advisors use social media to interact with investors on a daily basis. That means over half of financial advisors aren’t on social media, and there’s so much potential that they are sleeping on. 

A harsher reality is that 9% of investors surveyed by Accenture say that firms that don’t leverage social media will lose clients, and this number is only expected to go higher. 

It’s time that you realise that having a solid online presence is not only an “extra” effort that gives you an edge, it is a necessity that can help keep your business afloat. 

The importance of understanding your audience

Before you do a deep-dive into this blog and create your first ever social media post, you have to make sure that you have clearly defined your target market. With social media, you can potentially reach millions of people but the real magic lies in determining the audience to whom you wish to market yourself.

Knowing your target audience will greatly affect the types of content you’d put out, the topics you will delve on and the voice and tone that you will use in communicating to them. In order to build real, lasting connections, and generate actual results, it’s important to speak directly and authentically with the audience that matters most to you.

How to decide which social media platforms to post on

You might also be wondering which social media platforms you should be present in. A good rule of thumb is to meet your audience where they’re at. Once you do your homework and get to know your target market you can then determine which platforms they spend most of their time on. 

Another determining factor would be the resources available to you and the skillset you have. Do you have access to a camera that can help you shoot videos for Youtube, or do you own podcast gear that you can use to record your own show? Do you have an eye for graphic design, or are you more of a writer? The key is in being resourceful and learning to work with what you have. 

How often should you post on social media?

Once you are all set with the audience you’d want to target and content formats you are able to produce, the only question left is: how often should you be posting? The answer is that it depends on which platform you are posting on. Here is a quick guide on the recommended post frequency for different social media platforms:

  • Facebook: According to Hubspot, it is once a day, five times a week
  • Twitter: The average lifespan of a tweet is only about 15 to 20 minutes, so you’re free to post multiple times a day.
  • Linkedin: Linkedin recommends 20 posts/month which breaks down to one post per business day. 

If you look at these numbers and get disheartened - don’t. In the beginning what matters is simply getting started. We’ve designed this resource so that you can execute one of the following post ideas per week and generate months and even years worth of content. Once you’re in the swing of things and seeing the results you can increase the posting frequency to your liking.


Above everything else, what matters is your consistency and the quality of the content you are putting out. Quality will always win over quantity in social media marketing.

26 Content Ideas for Financial Planners

Here are 26 content ideas you can use for your social media platforms. We made sure that they are easy-to-do and even easier for you since you have the industry know-how that can take a regular content idea to a whole new level. 

#1 - Polls

Polls are a great way to gauge your clients’ interests and even their concerns that you could address as a financial adviser. You can use polls to get their pulse on certain industry news, know what they’re looking for in a financial adviser, and even how you can further tweak your services to cater better to them. You can also use the information you gather from your polls to shape your content strategy and influence your upcoming posts, or even the way you deliver your services.

Here are a couple of ideas on what you could ask your audience in your polls:

  • Reasons you’re most likely to seek financial advice?
  • What do you look for in a financial planner?
  • What are your financial goals?
  • Where do you usually source investment advice?

    #2 - Finance Quotes

    Posting quotes on finance can be a source of inspiration and motivation for your audience. Since you are in a social platform, your audience desires content that is inspirational, informative, positive, hopeful, entertaining, or humorous. Also generally people desire content that makes them feel better so this type of content format works.

    Here are a few finance quotes you can use:

    • “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki
    • "You must gain control over your money or the lack of it will forever control you.” – Dave Ramsey
    • “Never spend your money before you have it.” – Thomas Jefferson
    • “Debt is like any other trap, easy enough to get into, but hard enough to get out of.” ― Josh Billings

    You can find 140+ quotes on money and personal finance here: https://marriagekidsandmoney.com/20-empowering-quotes-about-money-and-personal-finance/

    never spend your money before you have it

    #3 - Industry News

    Keeping up with the latest industry news and events is an important part of your job as a financial adviser. By providing your audience updates on what's happening in the finance industry, you can keep them informed and ensure that they have the most up-to-date information to make informed financial decisions. 

    Putting out this type of content also establishes your credibility in what you do. You’ll have a better chance of convincing your audience that you are worth your weight in gold if you showcase your expertise by giving them your expert analysis of industry news.

    Just make sure to be responsible and only get your news from credible and legitimate sources: like https://www.afr.com/

    CNN facebook post

    #4 - Trends Analysis

    In your posts you can also create discussion around current market trends and you can inject your opinions and even your predictions. This can give your audience professional insights about popular finance or market trends like cryptocurrency, NFTs, and cloud technology in banking. 

    Not only are these topics trending, which gives you lots of opportunities for engagement, there’s also a lot of noise around these topics which offers a great opportunity for your professional take to cut through and stand out among all the hype and clout. Speaking with clarity on these “mega topics” will naturally elevate you in your audience’s eyes - they are looking for a credible source to get information about these topics.

    Finance Insider facebook post

    #5 - Client success stories

    Your clients are the lifeblood of your business and their financial success is the proof of what you can do as a financial adviser. That's why it is a great idea to feature your clients’ success stories on social media. Typically these are deep dives into how you and your clients worked successfully together, so ensuring you have their enthusiastic participation is key.

    This type of content is hinged on social proof, and it shows your potential clients that you are capable of turning their financial situation around and you have actual, real people to attest to it.

    #6 - Share what you’ve learned

    The next time you watch, read, hear or attend something that inspires you and your work, share what you learn on social media. Not only will your audience appreciate the knowledge that you are trying to impart, this type of content will also establish that you are a professional who is currently working on himself and on his craft. 

    #7 - Explaining complex terms or jargon

    The financial services industry gets a bad rap because of the dense terminology that gets thrown around - stand out from the crowd by breaking down complex concepts into terms that your everyday consumer can understand. This will demonstrate your trustworthiness and also improve communication with your clients since they’ll actually understand what you’re talking about.

    #8 - Tax Strategies

    You may write about taxes in general, such as information, advice to prevent fines, and tactics to avoid accumulating a large amount of unpaid and overdue taxes. This is commonly a stressful topic for most people but not a lot of content creators talk about it in the assumption that it is not as interesting as blockchain or the stock market. However, a lot of people are out there seeking help and information when it comes to dealing with their taxes, and that is where you can come in.

     Hudson Financial Planning facebook post

    #9 - Quizzes

    A quiz is a great way to get your clients' attention and ask them questions about their financial situation. You can use quizzes to help them measure their financial health and their financial literacy. Knowing their current state financially could also help them determine which of your services they need, and it could help you identify how to serve them better. 

    Here’s a free financial wellbeing assessment tool you can draw inspiration from.

    #10 - Ask and Answer Questions

    You can use your social media platforms to interact with your audience with the use of questions. You can ask them questions on what finance topics they would want you to discuss, or what types of content they’d want you to put out next. You could also use your space to answer your audience’s frequently asked questions on personal finance, investments, and retirement planning.

     Instagram ask me anything 

    #11 - Debunking Investment Myths

    Investment myths need some serious debunking. They create confusion and cause rookie investors to fall for scams and other forms of financial fraud.  It’s important to debunk the myths of your financial world and how they prevent investors from making informed decisions. 

    When it comes to investment, people tend to believe the hype rather than reality. Therefore, it's a great idea to write about them and explain why your audience should not fall for them. This again helps demonstrate trustworthiness and shows you have your clients’ best interests at heart.

     Yahoo Finance Australia facebook post 

    #12 - Meet the Team

    Take this opportunity to introduce your team members. What are their strengths, how do they handle clients? Do they have any special expertise that can give you a competitive edge? What is their passion and what made them get started in finance?

    Introducing your team on your social media platforms fosters credibility and trust, and it also makes your business seem more approachable. Remember, people come to people they trust for financial advice, and you cannot trust someone you do not know.

     3 people talking

    #13 - Explain financial regulations

    You may include information on what financial regulations are and how they operate in your social media posts. There are a variety of approaches you may take, such as providing some advice or just explaining the significance of having a working understanding of this subject and the advantages of doing so.

    Investor Junkie facebook post

    #14 - Investing mistakes

    It’s no secret that the pandemic brought a wave of new investors eager to give a shot at playing the market. Since the stocks became cheaper as the market dipped, more people have started investing in the stock market. However, new investors are prone to making rookie mistakes so it is important that you discuss the common investing mistakes newbies usually make and how they can avoid them.

     Investopedia facebook post 

    #15 - Go Live

    All the major social media platforms—Facebook, Instagram, Twitter, LinkedIn—give you the ability to stream live. It is a good opportunity to connect with your audience real-time so you can address their questions on personal finance and financial planning.

    Another reason why you should consider this type of content is the amount of engagement you can get. LinkedIn reports that “Live videos get, on average, 7x more reactions and 24x more comments than native video produced by the same pages. You can also use these recordings at a later date since they’ll be automatically saved in your page’s media assets.

    #16 - Retirement Planning

    What’s the best way to save for retirement and how much should you be saving for the future? How should you invest retirement savings? Should you buy an annuity? These are just several questions on retirement planning that you could address on your social media channels.

    Discussing retirement planning also encourages your audience to start planning for retirement early since this is often overlooked as the majority of people are focused on saving and investing.

     Australia Finance News facebook post

    #17 - Showcase your awards and accolades

    Has your company won an award recently? Show that stuff off! It’s a great way to let your audience know that your business is known for its excellence and that they are working with the best.

    You can post these as announcements or you can have them as mainstays on your website or on your cover photos. If you do win a lot of awards, just try to space them out a bit between other posts so your entire feed isn’t “me me me”. 😉

     IFA Magazine facebook post

    #18 - Recommend learning resources to your audience

    Remember that your audience are mostly people who want to take control of their finances and they look to you for expert advice. They will surely appreciate it if you can recommend learning resources, books, and even podcasts that have your seal of approval so that they can understand financial planning better. Also consider - every time they see that book on their shelf, they will remember that YOU recommended it. Positive association pays dividends forever.

     Recommended Personal Finance Books

    #19 - Share your history or past

    You may tell in your post everything about your background and how you got to be a financial adviser. You may speak about your hardships, any major mindset changes that allowed you to overcome them, strategies that you implemented, and what it was that made you want to turn financial advice into a profession. Personal storytelling is an incredibly powerful tool - use it!

    #20 - Unleash the power of video

    According to a report by Interdigital, online videos will account for more than 82% of all consumer internet traffic in 2022. Video is not a media format that you should be overlooking - certainly, the social media algorithms won’t. You can share videos from other content creators or better yet, you can create your own. There are a host of different video types you can make - voice/text overlay on stock media, animations, talking-head, interviews. It boils down to: the topic or format, how comfortable you are on camera, and your available time/skills/resources.

     YouTube video about financial advice

    #21 - Talk about the different services you are offering

    You have to be clever with this - no one likes to have services shoved in their face. Make sure that your content is focused on how your services can help address your potential clients’ needs. 

    #22 - Share Content from Credible Sources

    We all know how hard it is to come up with content, but you must also consider that giving or sharing reliable sources to your clients will help you gain their trust. There are lots of fake news and fake information sitting in every corner of the internet, providing them with reliable sources can help them build their trust towards you since they know that you only feed them with legit and true information by being transparent to them and giving your resources.

    #23 - Shameless Plugs

    Did you get invited onto a podcast? Featured in a local newspaper? Interviewed on someone’s website? Shortlisted for some award? Attend an event? Get extra mileage by plugging it on your own social media! Show your audience that you’re respected and valued within your niche; people are naturally drawn to success so the more of these “features” you can land….the more you’ll get invited to! Content creators will start to hear about you and think, “hey, that guy got featured on my competitor’s podcast/website/media, I should get him too”.

    #24 - Company Behind the Scenes

    You may also share information about your company. Talk about how you started, take your audience to see how and where you work, and give them a glimpse of what happens behind the scenes. This type of content establishes your company as the real deal, and it also shows that amount of work that you put into ensuring your clients’ success. (PS: keep it tasteful - clients don’t want to see you and the team taking selfies down at the pub, but an end-of-year Christmas party or celebrating company/staff/client milestones is a big 👍)

    #25 - Infographics

    With the growing demand for bite-sized information and visual content on social media, infographics can be an effective way for you to engage your audience on different finance concepts. There are multiple free creative platforms that can help you create your own infographics like Canva and Infogram.

     Infrographic about Bitcoin

    #26 - Location-specific posts

    It is vital that your content is relatable to your target audience and one factor to help you achieve that is by emphasising proximity. So if you are offering your financial advising services to a certain city or locality, make sure you produce content that is specific to the area like local tax regulations, upcoming events on business and finance, price watches, market trends, investment opportunities, relevant political changes, etc.

     

    But wait, there’s more

    Now you’ve had your mind thoroughly melted with those 26 ideas - let’s throw one more bonus at you. Hybrid content. Essentially, just take two of the above post types and merge them. E.g. “Your services + Infographic”, “Meet the team + video”. Keep it fresh and vary the delivery vehicles (format) for your content and see what resonates with your audience best. And remember - keep it fun! Content production can be hella time consuming, so make sure you channel your efforts into activities that you actually enjoy and can stay consistent with - this is the most reliable way of maintaining your momentum and ensuring the longevity of your content distribution. Speaking of which…

    The importance of content distribution

    Your content can be the most amazing in the world, and it won’t matter one iota if no one sees it. In the beginning you should be paying especially close attention to how much reach and engagement your posts are getting - this will tell you if people are 1) seeing your content, and 2) enjoying it. 

    Unfortunately the business model of social media platforms means that they are moving more and more into a “pay to play” model; meaning that even your existing page followers may not see your content unless you pay to “boost” it. Even if you just have a small boost budget ($20/week say) then this will dramatically increase your ability to reach new & existing readers and ensure your content gets the eyeballs it deserves.

    To get more mileage out of your content, we also recommend cross-posting it to your other social platforms, your blog (if appropriate) and your mailing list. The more people you can put your content in front of, the higher its potential ROI.

    Bringing it all together

    So! Now that you've memorised (😉) these 26 content ideas, you can start creating content that will help your clients make better financial decisions, foster trust, and ultimately engage with you on a professional level. To give yourself the best chances of success, block out time in your calendar to work on your content - even if it’s just two hours on a Friday afternoon / Saturday morning. Switch off your notifications, hide your phone, and focus on content creation. Your future self will thank you. 

    And if after all of that it still sounds too hard, or you don’t have the time in the day or a creative bone in your body - give us a call. We offer done-for-you marketing solutions at fixed monthly rates to give you peace of mind - you focus on running your business, and we’ll focus on growing it.

     

    Book a free 30 minute strategy session