Traditionally, financial planners shared their content on their website or through their email newsletter. Now, more and more planners are turning to social media, to share their content and engage potential leads.

In order to help financial planners get the most out of their social media content marketing, we’ve put together this short guide that covers all the basics you need to know.

1 – Tailor Your Content to Your Audience

The aim of all of your social media content should be to provide value. Before you share anything, be sure that your content with engage with your target audience. All content should cover the topics they care about most, solve their pain points, and mirror the language they use.

2 – Understand the Different Platforms

Facebook, Instagram, LinkedIn, Twitter, YouTube – when it comes to social media the are so many options. Before you start sharing content across your socials, it’s important that you understand each platform and how best to utilise them. Think about which content is best suited to each platform, as well as how you’re going to reach your target audience. Remember, what works for one platform, may not work for the other!

3 – Utilise Different Types of Media

Don’t fall into the trap of thinking financial content should be written articles. Images, infographics, branded guides, and even video can really help to elevate your social media content, while also making difficult to understand topics simple. If you’re unsure about which media to use, consider where you’re going to post it. Video works far better on Instagram, for example, while Twitter and LinkedIn are perfect for sharing blog links.

At Clients Plus we specialise in creating high-quality digital content for financial planners, including blogs, articles, video’s branded guides, and more. If you’re stuck for content inspiration, we can help.

4 – Think Simple yet Effective

Finance is a complex industry. One of the main issues faced by financial planners is how to market these complicated aspects in a way that everyone can understand them. With social media content, simple is often the most effective. Take some time to drill down into your content before you post it, so you can be sure you’re presenting it in a clear and concise manner.

5 – Engage with Others

Social Media is constant, so if you’re only logging in once a month you’re missing out. There’s nothing wrong with lining up content to post automatically – it saves loads of time for one – but make sure that doesn’t stop you from engaging and communicating with your audience. When you post new content, take the time to build client relationships. Reply to comments, answer questions and show the faces behind your business.

6 – Spend Time on Your Captions

Your social media captions are just as important as the content you’re sharing. Even if you’re sharing the same content, you should tailor your caption to suit the platform. Twitter has a 280 character limit, so you need to make sure you craft an attention-grabbing headline Facebook, on the other hand, gives you the ability to tell a story and share more in-depth ideas. When you’re creating your captions, you should also think carefully about your hashtags. Keep them simple, relevant, and aimed at your target audience, in order to increase your reach and capture new leads.

7 – Keep it Mobile Friendly

It may sound obvious, but it’s worth repeating. The vast majority of people look at social media on mobile, rather than on desktop. When sharing content make sure that t’s compatible across all devices. After all, if you’ve taken the time to create great content, you want to be sure that your clients can access it.

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