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8 Easy Social Media Post Ideas for Financial Advisors

Date: December 7, 2022

The hardest part of a social media strategy is actually filling your posting schedule with enough content to hit your marketing goals. What do you say? How do you say it? How do you come up with enough fresh ideas to keep your social media updated day after day? To make that process a little less daunting, you can use these easy social media post ideas for financial advisors as a jumping off point to come up with a consistent flow of new and unique content.

1. Share Client Stories

Without using any personally identifiable information, share some client stories that your audience might relate to. Think about situations you helped past clients through that are relatively common. For example, setting up a retirement plan for clients who started their retirement savings a little later than recommended or navigating funeral arrangements and estates after a loved one passes.

These stories can serve as examples and lessons for others who might be going through a similar situation. As a bonus, they also clearly demonstrate how you, as a financial advisor, can make difficult or complex situations like those easier for your clients to handle. 

2. Post-Jargon Explainers

The finance industry is filled with jargon and complex phrases that you might be comfortable with but are overwhelming and confusing for people without your background or expertise. Posting simplified, easy-to-understand explanations of jargon is a great way to provide value to your audience while establishing yourself as a trusted resource for financial education. 

These are also easy posts to create as someone who is already deeply familiar with all the terminology. Just write out a list of the terms or concepts you recall clients having the most difficulty with, then write out a quick and easy explanation of each one. Now you have a list of ready-to-publish posts.  

3. Borrow from the Greats

Take inspiring or interesting finance-related quotes from popular public figures, past and present, and share them with your audience (crediting the original author, of course). Quotes are really handy because it provides value for your audience but takes the weight off of you to come up with something to say.

4. Borrow from Your Other Social Media

You don’t have to come up with new and unique posts for each channel. Instead of five unique posts for five channels, take one post and tweak it five different ways to suit each platform. This significantly cuts down on the amount of fresh content you have to create. 

By the same token, you can pull quotes or key points straight from your blogs or newsletters and use those as standalone posts. Then, link to your website so they can read the full blog if that excerpt left them wanting more. 

5. Share Personal Content

While you don’t want to go overboard, sharing personal post now and then can showcase your personality and give your audience a way to connect with you beyond your financial expertise. So post that picture of your dog in its Halloween costume. Share your excitement when your football team wins. 

For those who want to cultivate a more professional brand, personal posts might be geared more toward posting about why you became a financial advisor or sharing moments from your own financial journey. 

6. Host AMAs

Short for “ask me anything,” AMAs are like a virtual public forum. Usually occurring on Twitter or Reddit, all you have to do is publish a post inviting your audience to ask you questions during a specific time frame. Then, during that time frame, users can comment on that post with their questions and you simply answer those questions in comments yourself. 

Not only are AMAs a great way to engage with your audience, it also provides a wealth of new content on your social media. Even after the AMA is over, users can still read through the thread of questions and answers. 

Plus, it’s another way to take away the pressure of having to come up with content ideas yourself. The questions you get tell you what you should talk about. Later on, you can also use these questions as insights into what your audience is most eager to learn from you and shape future content accordingly. 

If your follower count is still on the small side, it helps to ask one or two staff members to comment with a few questions during the scheduled AMA window. This way, you have some guaranteed engagement to get the ball rolling. Users are more willing to participate with their own questions if they see others are already participating.

7. Create Polls and Quizzes

Polls and quizzes are a great way to drive up engagement with almost no effort on your part. Poll your audience on everything from serious topics like what their biggest financial concern is right now to less serious topics like which ice cream they prefer. You can even use them to ask your audience what you should post about. 

For quizzes, you can use an online quiz maker to create the questions and the results. Then, share it across your social media feed. This may sound too complicated to count as an “easy” social media idea, but the returns outweigh the effort. You can use each question as a topic for a post that unpacks the context and ideas behind it. You can encourage users to share their quiz results on their own feeds. You can turn the quiz into an opportunity to add emails to your email newsletter list. 

8. Delegate Content Creation to Staff

The easiest way to come up with fresh content is, of course, to have someone else do it. Just work with your staff to outline a social media strategy, complete with brand voice and marketing goals, and let your staff handle the actual creation and scheduling of content.

Whether you create it yourself or delegate to staff, though, always check content for compliance before posting. As a financial advisor, all your public messaging needs to comply with FINRA’s fair and balanced communication rules. You can still delegate content creation to staff but you will need to review every post before it goes live.

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