When you work in financial services, earning trust is everything. Social media gives you a chance to show who you are and what you know without sounding stiff or formal. You can explain a saving strategy in plain language or share a short clip breaking down what robo-advisors really do. That realness helps your audience feel like they’re talking to a person who understands how confusing money management can feel.
More people, especially younger generations, are turning to social platforms to figure out their money questions. If you’re not active on social media, you’re missing the chance to be the first person they turn to. Post an easy-to-follow infographic on saving for emergencies or shoot a quick video on how budgeting apps work. Let people see that you’re approachable.
Nothing speaks louder than someone saying, “This helped me change my life.” But if you share client stories, you need to follow the rules. Use testimonials your clients sign off on and keep them anonymous, if needed to stay compliant. Try a post like:
“A young couple I work with started saving just 5% of their paychecks and within a year, they had three months of living expenses tucked away.”
That kind of detail feels real, gives hope, and still respects everyone’s privacy.
Instead of starting with a list of marketing tactics, think about what your audience worries about. Maybe they don’t understand how interest works or are nervous about hidden fees. Write thoughtful posts or make a short Instagram Reel explaining those in plain speech. Reuse one idea in multiple ways, maybe a tweet thread, a blog snippet, or even a quick Stories post, so your message sticks and feels consistent.
Social media moves quickly, but financial services come with rules. You don’t want to accidentally say something that gets flagged. Plan ahead. Draft posts, get them approved, and keep records. That keeps you safe and your clients confident.
You don’t need to push a product in every post. Simple educational content works well, like explaining how a checking account differs from a money-market account. People appreciate when you add value, even if it doesn’t lead to instant business. Those small efforts build familiarity that pays off over time.
Here are a few ideas you can post right away:
Each one speaks directly to someone who might be uncertain but open to learning more, with the human touch that builds trust.
You’re not just posting financial tips. You’re building relationships. Share content that answers real questions, shows your expertise, and feels like it came from a trusted guide. Do it consistently, keep it clear, and let your real-world advice lead the way.
If you’re ready to build stronger relationships and stay top of mind with the people who need your advice most, we’d love to help. Book a tailored demo and see how Levitate can make social media marketing feel more personal and more effective for your financial services business.
We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.
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