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Is managing your own social media worth it? Here's how to start strong.

As an independent financial advisor, managing your own social media can be both a rewarding and challenging endeavor. Social media is an excellent tool to showcase your expertise, build trust, and connect with prospective clients. But should you manage it yourself, or outsource it? And if you decide to take it on, how do you get started effectively?

Should You Manage Your Own Social Media?

Before jumping into social media management, it’s essential to evaluate whether it's the right move for you. Here are a few key questions to consider:


1. Do You Have the Time?

Social media isn’t just about posting here and there. It requires consistency, engagement, and ongoing content creation. As an advisor, if you're already stretched thin managing clients and growing your business, managing your social channels can become a time burden.

2. Are You Comfortable with Content Creation?

Do you feel confident creating content that educates and engages your audience? Being an independent financial advisor, you likely have plenty of valuable knowledge to share. But if writing posts, recording videos, or creating infographics isn't your thing, this could be a hurdle.

3. Do You Have a Clear Social Strategy?

Posting without a plan won't yield the best results. You need to think about your goals—whether that's generating leads, building your online presence, or reinforcing relationships with current clients. If you're unsure of what your social media goals are or how to reach them, you may need to take a step back and develop a strategy.

4. Do You Enjoy Social Media?

Let’s face it—if you don’t enjoy being on social media, it’s going to feel like a chore. Social media is most effective when you’re engaged and authentic. If you enjoy interacting with others and sharing your expertise, you’re already halfway there.

If the answer to most of these questions is “yes,” then managing your own social media could be a good fit. If not, outsourcing to a marketing professional or agency might be worth considering.


 

Need help with your social media strategy? We've worked with many financial advisors to boost their online presence. Book a free consult and let's talk

 

How to Get Started with Social Media for Your Financial Practice

If you’ve decided to take the plunge and handle your own social media, here’s a step-by-step guide to help you get started:


1. Choose the Right Platforms

You don’t need to be on every social media platform. The key is focusing on where your ideal clients spend time. For financial advisors, LinkedIn is often the most effective platform. It’s a professional network where you can showcase your expertise, share insights, and connect with potential clients. Twitter can also be useful for quick tips or engaging in industry conversations. Facebook and Instagram are optional but can be valuable if you want to add a more personal touch or share longer-form content.


2. Define Your Target Audience

Who are you trying to reach with your social media content? Is it high net-worth individuals? Business owners? Young professionals starting their financial journeys? Knowing your target audience allows you to tailor your content to address their specific concerns and needs.


3. Create a Content Plan

Your content should provide value to your audience. Think about educational topics that showcase your expertise. Examples include:

  • Tips on retirement planning

  • Navigating taxes for small business owners

  • Common mistakes when saving for college

  • Budgeting and debt management for young professionals

Create a simple content calendar that outlines what you’ll post and when. Aim to mix up your content types—articles, infographics, videos, or even short Q&A sessions.


4. Engage With Your Audience

Social media is a two-way conversation. Engage with your followers by responding to comments, answering questions, and participating in relevant industry discussions. The more authentic and helpful you are, the more trust you’ll build with your audience.


5. Track and Adjust

Use the built-in analytics tools on platforms like LinkedIn and Facebook to track how your posts perform. Which topics get the most engagement? What times are your audience most active? Adjust your strategy based on what’s working, and don’t be afraid to experiment with different types of content.


6. Be Consistent

Consistency is key to social media success. Aim to post regularly, even if it’s just once a week to start. Quality is more important than quantity, but staying active ensures that you remain visible to your audience.


Tips for Success:

  • Keep it Personal: People want to connect with you, not just your business. Share personal insights, experiences, or behind-the-scenes looks at your day-to-day as a financial advisor.

  • Focus on Education: As a financial advisor, your role is to educate and empower your audience. Keep the focus on providing value with actionable financial tips.

  • Use Tools to Save Time: Scheduling tools like Buffer or Hootsuite can help you plan and schedule posts in advance, freeing up more time for your client work.


Managing your own social media as a small independent financial advisor is completely doable—if you have the time, the passion, and the strategy to make it work. By focusing on the right platforms, creating a content plan, and engaging authentically, you can grow your online presence, build trust with potential clients, and reinforce relationships with current ones. If the time commitment or learning curve seems overwhelming, it’s worth considering professional help, but many advisors find success by starting small and growing over time.


Ready to get started? Pick one platform and one post idea, and go from there. You’ve got this! Or talk to us if you need an extra push!

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