Social Media Content for Financial Advisors

Social media can be a powerful tool for marketing your advisory business. With billions of users, platforms like Facebook, Instagram, YouTube and TikTok can offer access to a built-in audience of people who may be seeking out professional financial advice. An effective social media marketing strategy starts with identifying your niche and who you want to target, then creating content that’s designed to attract them.

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Social Media for Financial Advisors: 8 Content Ideas

Setting up social media accounts for your advisory business is a relatively straightforward process. The bigger challenge is deciding what to post. If you need some ideas for social media content, you could try posting any of the following to get your followers’ attention.

1. Run a Poll

Polls are a fun way to gauge what your audience needs, as you can ask them an open-ended question like “What’s your biggest financial concern right now?” or “What are your top three financial goals for the next five years?”

Those are simple questions that can get your audience thinking about their financial needs. Posting polls can also lead to greater engagement since it encourages interaction with your content.

2. Share a Quote

Sharing finance quotes on social media can inspire your followers and even spark debate. For example, you might share a quote about investing or wealth that’s considered controversial, then ask your followers to share their take. Or you may simply post something motivating or a quote that’s become a personal mantra for you.

3. Tell a Personal Story

Creating social media content that focuses on a personal story can foster deeper connections with your audience. It can also open the door to increased engagement if you ask your followers to share in turn.

For example, you might discuss the biggest money mistake you made in your 20s or a financial lesson you learned from your parents. People are interested in things they can relate to and sharing your stories can make you seem more human while opening the door to an ongoing discussion.

4. Grab Attention With Videos or Infographics

Social media is by nature a visual medium and platforms like TikTok and YouTube underscore just how much people love video content. If you’re not making videos yet, that’s something you might consider exploring.

For example, you could do a short video offering a single targeted piece of financial advice. Or you might create long-form content, like a tutorial on how to use an online financial tool or a webinar on a topic that your audience is interested in.

If you don’t have time for videos, posting infographics might be the next best thing. Infographics make it easy to condense valuable information in a way that’s visually appealing. And your posts might help generate traffic back to your website or blog if other sites ask to share your creation.

5. Post Updates on Industry Trends and News

Sharing the latest industry news or trends is another go-to option when creating social media content for financial advisors. There’s always something going on somewhere, whether it’s increased volatility in the markets or new regulatory guidelines that investors need to be aware of.

If you come across an interesting news story, you can simply share it on your social media accounts and ask your followers what they think about it. That’s a quick way to boost your engagement numbers, especially if you’re picking a “hot” or controversial story.

6. Try Livestreaming

Livestreams can be an excellent way to connect with followers directly since they happen in real-time. For example, you could host a live stream using a Q&A format, where your followers can ask questions in chat, and you answer them. Or you could host a stream to discuss current events in the industry and what that might mean for investors.

Lives can give your social media accounts more engagement in the form of likes, comments and shares. Social media algorithms like those things and use them when deciding which content to show to users.

7. Engaging with Comments and Replies

Responding to comments and replies on your social media posts builds relationships and encourages further engagement. Acknowledging compliments, answering questions, or addressing concerns shows that you value your audience’s input. Personalized replies can foster a sense of connection, while a professional and friendly tone ensures credibility. For controversial topics, responding with empathy and facts can defuse misunderstandings.

Encourage followers to share their thoughts or ask additional questions, keeping the conversation active. Prompt and consistent interaction enhances your online presence and demonstrates your commitment to helping your audience.

8. Try a ‘Stitch Incoming’ Video

An “Incoming Stitch” video uses TikTok’s feature allowing users to respond to part of another creator’s video. Financial advisors can find a trending or thought-provoking video related to finance, “stitch” the first few seconds, and add their insights or a solution. For example, if a video discusses retirement withdrawal strategies, you can share actionable tips in your stitched response. This approach leverages popular content while showcasing your expertise and engaging with broader conversations, increasing visibility to potential followers.

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Do Financial Advisors Need Social Media?

Social media is not a requirement to be a financial advisor. However, not taking advantage of social media’s capabilities could cause you to miss opportunities to expand your reach and add new clients.

A Broadridge survey of more than 400 financial advisors in 2023 found that four in 10 advisors reported acquiring new clients through social media. “LinkedIn and Facebook have the highest conversion rates,” Broadridge wrote in its Financial Advisor Marketing Trends Report. “Since LinkedIn caters to a professional audience, it’s a valuable space for advisors to showcase their expertise. On the other hand, Facebook’s more personal nature helps advisors to build rapport and trust with prospective clients.”

Here are some of the tips and benefits associated with creating social media content for financial advisors:

Being active on social media platforms can help to build brand awareness around your business.
Creating quality content can highlight your expertise and knowledge as an advisor.
Building a following is a form of social proof that can help to underscore your reputation and credibility.
Interacting with followers on social media is an opportunity to deepen connections with existing clients.
Posing questions to your followers can offer insight into their biggest concerns, which can help you better shape the scope of services you provide.

Aside from those benefits, social media can be a cost-effective way to market your advisory business, assuming you’ve done some thorough research beforehand. Once you know where your target audience spends their time online, you can focus your marketing efforts and budget on those channels only. That can eliminate time and money wasted on advertising or digital marketing tactics that aren’t likely to generate a solid return on investment.

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Social Media Marketing Tips for Financial Advisors

Financial advisor creating social media content

Social media can be a powerful tool for financial advisors when it’s used with intention and consistency. Rather than focusing on direct selling, effective social media marketing centers on education, credibility and relationship-building. The tips below highlight practical ways advisors can create content that resonates with their audience while supporting long-term growth.

Focus on Education Over Promotion: Educational content helps position advisors as trusted resources rather than salespeople. Explaining financial concepts, market trends or common planning mistakes in simple terms can build credibility over time. This approach makes prospects more comfortable engaging when they’re ready to seek advice.
Be Consistent With Posting and Messaging: Consistency reinforces professionalism and keeps advisors visible. Posting regularly, even if it’s just once or twice a week, helps maintain engagement and familiarity. Aligning tone, visuals and messaging across posts also strengthens brand recognition.
Tailor Content to Your Ideal Client: The most effective content speaks directly to a specific audience. Advisors who understand their ideal client’s goals, concerns and life stage can create posts that feel relevant and personal. This focus increases the likelihood of attracting prospects who are a good long-term fit.
Show Personality and Approachability: Social media gives advisors an opportunity to humanize their brand. Sharing insights, commentary or behind-the-scenes perspectives can make an advisor feel more relatable. Authentic content often performs better than overly polished or generic posts.
Use Compliance-Friendly Best Practices: Advisors should always create content with compliance in mind. Avoiding specific recommendations, performance claims or guarantees helps reduce risk. Working within clear guidelines allows advisors to stay consistent without constant revisions or uncertainty.
Engage, Don’t Just Post: Social media is a two-way conversation. Responding to comments, engaging with others’ posts and participating in discussions helps build relationships and visibility. Engagement signals accessibility and reinforces trust over time.

When used strategically, social media can support credibility, connection and consistent brand presence for financial advisors. Advisors who prioritize value, clarity and engagement are more likely to see meaningful results. By treating social media as a long-term communication channel rather than a quick lead source, advisors can strengthen relationships and support sustainable practice growth.

Bottom Line

Social media can be an effective marketing tool for financial advisors when it’s approached with strategy and consistency. By focusing on education, authenticity and engagement while staying compliant, advisors can build credibility and stronger relationships over time. When aligned with broader marketing goals, social media content becomes a long-term asset rather than a short-term promotional effort.

Tips for Growing Your Financial Advisor Business

SmartAsset AMP (Advisor Marketing Platform) is a holistic marketing service financial advisors can use for client lead generation and automated marketing. Sign up for a free demo to explore how SmartAsset AMP can help you expand your practice’s marketing operation. Get started today.
Clients are turning to online searches to find financial advisors to work with. If you don’t have a website, blog or social media accounts, your business may be all but invisible to those prospects. Setting up a company website or blog and getting active on social media can help get prospects’ eyes on your business. You can also use SmartAsset AMP to generate leads while you’re working on growing your digital footprint.
Weigh the pros and cons of digital ads. Social media platforms can offer the option to run ads in exchange for a fee. Before spending part of your marketing budget on social media ads, consider how much of a return you’re likely to get in the form of conversions and new leads. You may find that your money is better spent on an online lead generation tool instead, which can deliver prospects to your inbox.