We design engaging financial advisor social content.

Your social media content matters.

Stay Top of Mind

When prospects in your area think “financial advisor,” do they think of you? If not—that’s fixable with engaging social media content. Our content enables you to place yourself in the palms of your prospects’ hands without breaking the bank.

Build Thought Leadership

Our content helps you showcase your professionalism and expertise without having to brag or self-promote. Many advisors claim the same things. Show your prospects that you’re different.

Deepen Relationships

There are only so many times you can speak with a client or COI during the year. Our content allows you to stay in front of them in a relevant, meaningful way, and deepends the relationship.

Our designs instantly catch eyes and provide value.

Why our content excels.

It stops the scroll.

Most advisors post boring, lengthy articles. Instead, post beautiful graphics that the affluent want to engage with.

It's not canned.

We do not "set-it-and-forget-it." We create meaningful social media content that sets you apart from the competition.

It refreshes every month.

Instead of a stagnant content library, we create fresh new designs monthly, so your online presence never gets stale.

It has your photos and branding.

We create content to showcase your brand and your photos so you get credit for the thought leadership.

It's created with a proven process.

Research-backed and evidence-based, our process centers on a proven strategy from ideation to design to copywriting.

It constantly evolves.

We always look for trends and best practices to help our clients succeed. We continually evolve, just like the platforms that we post on.

It's built for the algorithm.

We create zero-click content built for maximizing views, impressions, and engagements.

It's managed by experts.

Your dedicated specialist will create beautiful content, help you stay active on social media, and make the most of your online presence.

It emulates our own marketing.

We obsess over content marketing in our own business. Our experience gives us a valuable perspective on what works or doesn't.

Go even further with Premium

Our Premium option is great for financial advisors with a niche market, a large team, or specific differentiators. We collaborate with you monthly to create a unique content mix which we then schedule, boost, and analyze.

What our clients have to say

Other Testimonials...

Lets get started.

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0 period
  • Description
  • Post Captions
  • Profiles Managed
  • Your Photos and Branding
  • Dedicated Content Specialist
  • Posting and Monitoring
  • Blog Library Access
  • Unique Content
  • Monthly Strategy Session
  • Content Boost
  • Analytics and Reporting

Standard

$ 199 monthly
  • Premade Content
  • Post Captions
  • 0Profiles Managed
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Plus

$ 499 monthly
  • Customized Content
  • Post Captions
  • Up to 3Profiles Managed
  • Your Photos and Branding
  • Dedicated Content Specialist
  • Posting and Monitoring
  • Blog Library Access
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Premium

$ 1,499 monthly
  • Unique Content
  • Post Captions
  • Up to 6 Profiles Managed
  • Your Photos and Branding
  • Dedicated Content Specialist
  • Posting and Monitoring
  • Blog Library Access
  • Unique Content
  • Monthly Strategy Session
  • Content Boost
  • Analytics and Reporting

Let's discuss raising your social media game.

FAQs

Frequently Asked Questions about Oechsli Content

We offer three program tiers. The Standard program is ideal for financial advisors with a limited budget but value high-quality social content. It’s also suitable for team members in charge of marketing who need fresh concepts each month. The Plus program is the most popular option, providing high-quality, branded social content for financial advisors who want social content posted on their behalf. The Premium program is suitable for financial advisors with a unique niche market, who want to promote their blogs, videos, or podcast series, or who want entirely unique content.

Social media content is crucial for financial advisors as it allows you to connect with your target audience, build relationships, and showcase your expertise. It provides a platform to share valuable information, engage with potential clients, and establish credibility in the digital landscape.

Social media content benefits financial advisors in several ways. It helps you increase brand visibility, attract and retain clients, and position you as a thought leader. By consistently sharing relevant and valuable content, financial advisors can build trust and credibility, leading to increased engagement and potential business opportunities.

The Content Boost is an included service for financial advisors in the Premium Tier who want more reach and engagement. You would provide your Content Specialist a budget of $100/mo (billed directly from Facebook), and they will use Facebook’s Boost tool to promote your content for engagement. If you would like to generate website traffic or leads, consider our Social Ads program. 

Social media content plays a crucial role in your success by enabling you to reach a wider audience, engage with prospects, and nurture existing client relationships. It is a powerful tool for networking, brand promotion, and establishing authority within the industry.

If you’re looking for a turn-key solution for financial advisor content and don’t have the time or energy to create it yourself, Oechsli content is perfect. Our content solutions will help you stay ahead of the competition.

Our niche offerings include business owners, women, young professionals, executives, and medical professionals. If your niche does not fall into one of these categories, the Premium program might be the best fit for you as we can customize content based on your specific niche.

Social media content enhances a financial advisor’s online presence by providing a platform to showcase expertise, share industry insights, and engage with followers. It helps to create a consistent and positive brand image, improves search engine visibility, and drives traffic to the advisor’s website or blog

We primarily design social media content suitable for LinkedIn, Facebook, and Instagram. These sites tend to produce the most benefit for financial advisors on social media. We will work with you to determine which sites are most appropriate for your audience.

Utilizing social media content as a financial advisor offers numerous advantages. It allows advisors to connect with a broader audience, build a strong online reputation, and stay top-of-mind with clients. Social media content enables advisors to leverage targeted advertising, gather valuable market insights, and stay updated with industry trends.

We work with every type of firm – from wirehouses to RIAs. We work to understand your opportunities and limitations and build your game plan accordingly.

Social media content contributes to client engagement by providing a platform for open communication and interaction. It allows financial advisors to share educational content, answer questions, and address client concerns. Engaging social media posts, such as polls, surveys, and live sessions, encourage clients to participate actively, strengthening the advisor-client relationship.

We have a minimum commitment of 6 months, and then it goes month-to-month. We see these as long-term financial advisor social media partnerships. Some of our clients have been in the program for over seven years.

Social media content helps financial advisors establish credibility by consistently sharing well-researched, informative, and relevant content. By demonstrating your expertise and industry knowledge, content can position you as a trusted source of information. Testimonials, case studies, and sharing success stories also contribute to building credibility.

In the Standard tier, you get immediate access to our content library. In the Plus tier, we onboard you in two weeks. In the Premium tier, you are onboarded between 2-4 weeks depending on when you sign up. If you sign up before the 15th of the month, your first batch of content is sent within 2 weeks of your kick-off call (e.g., If you sign up on August 5th, you receive content for September). If you sign up after the 15th of the month, your first batch of content is sent within 4 weeks of your kick-off call (e.g., If you sign up on August 17th, you receive content for October).

Social media content supports the branding efforts of financial advisors by allowing you to showcase your unique value proposition, and brand personality, and differentiate you from competitors. Consistent branding across social media platforms helps create brand recognition and reinforces your positioning and messaging.

In our Standard program, you can simply download your new designs from our client portal every month. In our Plus program, we’ll load your designs into our editorial calendar for your review and feedback. You’ll also have a dedicated Content Specialist for any questions that arise. With our Premium option, you’ll have monthly strategy sessions with your Content Coordinator and detailed monthly analytics.