Financial advisor social media done right...and done for you.

Thumb-stopping, beautifully branded content.

  • Branded Graphics It’s one thing to post third party articles, it’s another to have custom graphics and videos with your logo and branding. This is the heart of having the best financial advisor social media presence.
  • Branded Multi-Image Posts We provide stunning multi-image posts that both your audience and the algorithms love.
  • Personal Content Birthday? New baby? Team retreat? Client event? Personal content always performs well on social media. We give you a phone number to text us personal photos, we sprinkle some design magic, and automatically post for you - voila!
  • Branded Whitepapers We've developed a vast library of whitepapers financial advisors can utilize within their social media strategy. Just let us know the document you'd like to use and we'll brand it for your firm.

Proactive, click-catching, social campaigns.

LinkedIn Messenger
We use LinkedIn Message Ads to identify people in your target market and send them direct messages. This campaign is ideal for clients who have an intriguing offer for prospects.
Lead Magnet
We build enticing ads designed to collect contact information from people in your target market on either Facebook or LinkedIn. This campaign is ideal for clients who want to build a database of potential clients and plans to nurture the contacts we provide.
Website Traffic
We use multiple methods of driving engaged users to your website or landing pages. This is ideal for clients who have a feature-rich website with a clear call-to-action. It’s also ideal for clients who need to build up a Facebook pixel.
Facebook Followers
We put you and your brand front and center! This can be accomplished by running Facebook ads to build page likes. This core financial advisor social media campaign is ideal for wanting to build credibility online.
On-Demand Webinar
We build a series of landing pages to capture a prospect’s contact information in exchange for them getting access to an on-demand webinar. This is best done by targeting a specific niche with a specific offer.
Event Registrations
We help prospects discover and register for your upcoming Educational Workshop, Seminar, Informational Dinner, etc. This campaign is ideal for clients who are hosting events that need sign-ups.
Google Spotlight
While not technically financial advisor social media, we spotlight your business on the world’s most popular search engine. This campaign is ideal for clients who have a great web presence and want prospects to find them.

*Compliance: We probably already know your firm's requirements.

[If not, we'll learn them.]

The plans...

Custom Content

$ 300 Monthly
  • Collaborative Content Calendar
  • Branded Graphics
  • Personal Text-to-Post Feature
  • Multi-Image Carousel Posts
  • Monthly White-Labeled Article
  • Whitepaper Library

Custom Content + Campaigns

$ 500 Monthly
  • Collaborative Content Calendar
  • Branded Graphics
  • Personal Text-to-Post Feature
  • Multi-Image Carousel Posts
  • Monthly White-Labeled Article
  • Whitepaper Library
  • 60-Day Social Campaigns
  • Dedicated Social Media Manager
  • Branding Booster
  • Monthly Reporting

Let's discuss raising your social media game.


Frequently Asked Questions about the Social Media program

Yes, if you want a turn-key solution for financial advisor social media, don’t have the time/energy to do it yourself, and want to be way ahead of the competition.
Social media outsourcing requires a minimum commitment of 12 months and then goes month-to-month. We see these as long-term financial advisor social media partnerships. Our most successful clients have been in our program 3+ years.
You can expect to build an elite online presence, increase engagement with top contacts, run next-level digital advertising, increase web traffic, and spark meaningful conversations with ideal prospects. We are financial advisor social media specialists!
This is one of our pet peeves. We’ve hired our fair share of digital experts in the past and they often leave you wondering what they’re doing. Not with us! Our clients get monthly updates so that you can see the efforts we’re making on your behalf.
Everyone on the team should understand what we’re doing and how they can add value to your digital presence as well. Financial advisor social media isn’t a one person endeavor.
We work with every type of firm – from wirehouses to RIAs. We work to understand your opportunities and your limitations and we build your game plan accordingly.
We primarily focus on LinkedIn, Facebook and Instagram. These sites tend to produce the most benefit with financial advisor social media. We will work with you to determine which sites are most appropriate for your audience.
We know… be wary of anyone calling themselves “experts.” However, we spend an inordinate amount of time working on financial advisor social media and we even wrote a book on the topic. Candidly, you could search the web and find a digital nerd who may know a little more, but they don’t know the financial services industry or the affluent.
Our work ranges from solo practitioners to consulting the largest firms in the industry. Fortunately for our financial advisor social media clients, you get Fortune 500 know-how at a solo practitioner price range.
Your three accounts are three social media profiles.  For example, it could be your LinkedIn profile, your Twitter, and your Facebook business page.
As part of our standard packages, we manage up to three accounts. If you’d like us to take over more than three accounts or run multiple campaigns at once, we can do it for a small additional fee.

Our flat fee does not cover the ad spend for running a campaign. The recommended monthly ad spend will depend on your Campaign objectives. Contact us directly for more information.