Social Media Content Tips for Financial Advisors (2025)

Social media can boost your visibility and credibility whether you’re trying to demystify complex financial topics or showcase your success stories.

But where do you start, and how can you ensure your efforts pay off?

This guide provides actionable tips so your content not only reaches but resonates with your target audience — turning followers into clients.

How important is social media for financial advisors?

As you might have known, social media has become important for financial advisors to expand their client base and strengthen existing relationships.

In fact, according to a 2023 survey by Putnam Investments, 94% of advisors are now using social media for business, a significant increase from just 75% in 2014.

Some of the most important platforms right now that advisors use for sharing insights are LinkedIn, X (Twitter), and Facebook.

There are a lot of advantages to using social media such as:

• Demonstrate your expertise and credibility
• Stay connected with clients
• Provide timely updates and advice

All of these are important for client retention as well as attracting new prospects in this competitive market.

? Related: How to Use Social Media for Financial Advisors

Social Media Content Tips for Financial Advisors

Here are some tips on how you can make full use of social media:

1. Make short, digestible formats

Attention spans are short, and the competition for viewers’ time is fiercer than ever across different platforms.

You can cut through the noise by creating content that is both quick to consume and easy to understand, like infographics and short video clips.

Infographics are excellent for sharing complex financial data and statistics into visually appealing, easy-to-understand graphics.

Here are its benefits:

• Infographics allow viewers to grasp important information at a glance, such as trends in the stock market, comparisons of investment types, etc.
• Because of their shareable nature, they often enjoy a wide reach on platforms like LinkedIn and X, where professional content thrives.

Short video clips, on the other hand, can make a more personal connection with the audience and they keep content engaging and relatable.

Here’s why you should think about creating video clips:

• Videos are highly favored by social media algorithms and can lead to higher engagement rates than other formats.
• Platforms like Instagram and TikTok are ideal for these formats where dynamic content captures interest and invites interaction.

Any of these content formats not only meets the audience’s preference for quick information, but they’re also accessible and in tune with modern trends.

2. Post conversation-starting questions

Direct engagement with your audience is a key strategy if you want to create a dynamic and interactive social media presence.

When you post such questions, not only do they boost engagement, but they also provide insights into your followers’ financial interests and concerns.

Some effective ways to use this strategy are to ask about financial goals, inquire about concerns, and solicit opinions on market news

For the first one, you can prompt your followers to share their long-term financial goals or aspirations.

Example questions include:

• What’s your biggest financial goal for this year?
• How are you planning for retirement?

For concerns, you know that financial anxiety is common, so openly discussing these concerns can “humanize” your brand.

You can try to post questions like:

• What are your biggest worries about the current economic climate?
• How do you feel about the latest market fluctuations?

When major financial news breaks, you can ask your followers for their opinions.

For example:

• What do you think about the recent Fed rate hike?
• How do you believe the new tax law will impact your investments?

If you think about the possible answers, you can see how these questions can improve your understanding of your audience’s needs and preferences.

They can then guide your future content and services by making them more aligned with what your clients and potential clients truly value.

? Related: 6 Questions for Financial Advisors to Ask Clients to Build Trust and Loyalty

3. Highlight client success stories and testimonials

Sharing client success stories and testimonials is a powerful way to build trust and demonstrate the real-world value of your services.

These stories not only make you “more real”, but also allow prospective clients to see the positive impacts of your financial advice on others.

Here are some key points to consider here:

• Always make sure that you have explicit permission from your clients before sharing their stories or testimonials.
• Share specific, real-life examples of how you’ve helped clients achieve their financial goals.
• Whenever possible, include photos or short video clips of your clients (again, make sure you have permission).
• Focus on the journey your clients have taken with your help, detailing the challenges they faced and how your guidance helped them.
• Authenticity is important — avoid overly scripted or promotional testimonials and instead use genuine client feedback.

The reason why I kept on repeating permission is that you need to respect their privacy and adhere to professional ethical standards.

In addition, real, genuine feedback that reflects real experiences will always have a stronger impact on your audience.

Doing all these will position you as a trusted advisor who delivers tangible results — this attracts more clients looking for those with “proven” expertise.

? Related: 5 Tips for Building Trust with Your Clients

4. Share your “behind the scenes”

Another method of showing “realness” to your audience is by giving them a glimpse into your daily workings as a financial advisor.

Sharing your behind-the-scenes content makes you more relatable and transparent — both are key qualities prospective clients look for in a trustworthy advisor.

Consider showing photos and videos of your office environment to give a sense of where the “magic” happens.

Some examples are:

• Your team at work
• Your desk setup
• Even a casual day at the office

These help clients feel more connected to you, knowing where and how their financial strategies are being created.

You can also attend industry conferences or events and share some snippets about your experience.

For example:

• Share a quick video summary of what you learned at a seminar
• Take a snapshot with fellow professionals

Don’t forget about the people who make it all happen — your team!

Introduce your colleagues through short video interviews or fun team photos to show the faces behind the services you provide.

When you open up your world to your clients, you not only make your practice more approachable but also improve the credibility of your brand.

You can think of it as part of “demystifying” the financial planning process and inviting your clients to feel part of your professional life.

5. Ask your audience about topics

Engaging your audience directly to find out what they’re interested in is a good strategy for keeping your content relevant.

Fortunately, most social media has a polling feature you can use to interact with your followers while also gathering valuable insights.

You can do this in two simple steps:

• Identify topics that are more likely to resonate with your audience (like retirement planning, investment strategies, etc.)
• Think of a question that’s easy to understand and respond to (you can check out tip #2 of this article)

What’s great with polls is that they’re particularly impactful since they require minimal effort from participants while providing instant engagement.

Other advantages of using polls include:

• Giving your followers a voice and making them feel part of your community
• The feedback you gather from these polls can guide your future content
• Sharing the results of these polls can spur further interaction

You can see how it can easily create a sort of feedback loop — where you can then post a follow-up with the poll results and a brief analysis of the findings.

Overall, when you ask your audience about their interests using polls, you not only keep your content aligned with their needs, but you also reinforce their involvement.

? Related: 13 Client Survey Questions for Financial Advisors to Ask in Year-End Reviews

6. Recaps, quotes, and key takeaways from events

Conferences and events provide an excellent opportunity to share valuable insights with your social media followers.

When you post recaps, quotes, and key takeaways from these events, you provide your audience with insider knowledge that they might not have access to otherwise.

If you’re not sure how to do this, here’s what I suggest:

• Start with a brief recap of the event
• You can focus on the overall theme and the most compelling sessions or speakers
• Then include impactful quotes from speakers

You can use direct quotes — or better yet, paraphrased insights — that capture the essence of what was shared.

As you know, quotes tend to resonate well on social media, as they’re easily shareable and can spark discussions.

Similar to my previous tip, this can easily become what they call a “content” farm:

• You can create different content about the key takeaways
• Expand them by using real-life examples
• You can then branch out into related topics and questions

This type of content not only enriches your audience's knowledge but also positions you as a thought leader who is actively engaged in the professional community.

Sharing these experiences not only adds depth to your social media presence but also keeps your audience engaged and informed about the finance world.

7. Break down complex financial subjects

Financial topics can often appear intimidating due to their complexity and the jargon typically associated with them.

To address this challenge, creating a series of posts that break down these complex subjects into simpler, easy-to-understand guides can be incredibly effective.

This not only educates your audience but also engages them over a period and encourages them to follow along.

You can do this in two simple steps:

• Start by choosing topics that are commonly perceived as complex or daunting
• Structure your series into manageable parts once you've selected a topic

For example, a "10 Days to Better Budgeting" series could include daily posts covering different aspects of budgeting.

Here’s a sample series:

• Day 1: Assessing your current financial situation – A guide to understanding where you stand financially
• Day 2: Setting realistic budgeting goals – Tips on how to set achievable financial goals
• Day 3: Tracking your spending – Methods and tools to keep an eye on your expenditures
• Day 4: Identifying necessary vs. unnecessary expenses – Helping followers differentiate between essential and non-essential spending
• Day 5: Planning for savings – Strategies for saving a portion of your income regularly
• Day 6: Dealing with debt – Advice on managing and reducing debt
• Day 7: Avoiding common budgeting pitfalls – Common mistakes people make and how to avoid them
• Day 8: Adjusting your budget as needed – How to modify your budget based on changing financial situations
• Day 9: Tools and resources for budgeting – Sharing useful budgeting apps and tools
• Day 10: Maintaining your budget long-term – Tips on sticking to your budget over time

Each post should offer clear, actionable advice that builds upon the previous day's content to make a complex subject feel less overwhelming.

Additionally, use visuals like infographics, charts, or step-by-step videos to make the information more accessible and engaging.

This methodical breakdown not only educates your audience but also builds a routine of interaction that can result in a deeper connection and reliance on your expertise.

Using Social Media as a Financial Advisor

As a financial advisor, using social media effectively goes beyond just posting content — it involves truly engaging with your audience.

When the engagement starts raining, don’t forget to consistently respond to comments and questions on your posts.

This active engagement not only shows that you value your followers' input but also helps to foster a supportive community around your brand.