Digital Presence
Digital Marketing enables targeted outreach, credibility, and communication.
Consumers are continuing to turn to the digital landscape to find information about the financial industry. Building a strong and consistent brand digitally is very important. How do you expect prospects to find you if you're not occupying the same digital spaces as them? Additionally, a robust social media presence is an easy way to deliver touchpoints to your current clientele.
Click the buttons to jump to each section.
Setting Up Your Accounts
Prior to setting up your social media platforms, please read the compliance manual and adhere to its guidelines. If you are unsure what your title is, reach out to compliance or marketing to assist you.
Posting & Content Guidelines
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SOCIAL MEDIA GUIDEBOOK
Social media—especially LinkedIn—can be a powerful tool to grow your financial planning practice. This guide walks you through different types of content, posting ideas, video best practices, and more!
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COMPLIANCE GUIDELINES
Compliance guidelines are essential for financial advisors to ensure compliance with industry regulations and avoid legal or ethical violations. It also helps maintain professionalism, protect the firm’s reputation, and build trust with clients.
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COPILOT
CoPilot is a subscription-based, automated prospecting service that helps to generate leads and referrals on LinkedIn. Using AI and machine learning, CoPilot helps you create a list of niche target prospects and automated engagements through personalized messages on LinkedIn. Prices range from $150-750/month based on services needed.
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FAQs
How do I tie social media back to sales?
Are there tools to make social media easier to use?
Why do I need to use business pages?
Do I have to use Hearsay library content?Click the link to view answers to FAQS like these & more.
Engagement Posts
An engagement post is designed to spark conversation or interaction with followers. It often includes life updates, a question, poll, or relatable content that encourages likes, comments, or shares.
Business Posts
A business post highlights your services, market conditions, or professional accomplishments. The goal is to be informative and focused on value or impact.
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Be Consistent
Post regularly to stay top-of-mind—weekly tips, monthly newsletters, or seasonal reminders work well.Use Client-Friendly Language
Avoid jargon. Keep your message clear and relatable to your audience's everyday financial goals.Leverage Visuals
Use infographics, charts, or branded templates to make complex topics easier to digest and more engaging.Share Client Milestones (With Permission)
Celebrate success stories, anniversaries, or achievements to humanize your brand and foster connection.Incorporate Timely Topics
Address tax deadlines, economic shifts, or back-to-school budgeting to stay relevant.Use a Call to Action (CTA)
Invite followers to schedule a consultation, download a guide, or attend a webinar.Educate
Share valuable insights on financial planning, retirement, or market trends to build credibility and trust.
Remember to:
Hearsay Social
We curated a content library for you that includes timely, relevant social media posts. From the ease of one platform, you can enroll in campaigns and post automatically.
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Follow this link for an overview of the Hearsay platform, as well as some tips and tricks.
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Hearsay includes a large variety of pre-built digital marketing campaigns. These campaigns enable you to share compliant, timely content—such as social media posts, emails, and articles—to engage clients and prospects. They help streamline marketing efforts while maintaining brand consistency and regulatory compliance.
We highly recommend opting into the following campaigns:
CFG - Marketing Onboarding
CFG - Weekly Capital Markets Snapshot
CFG - Financial Wellness
CFG - Business Owners
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LinkedIn & Email Scripts
LinkedIn templates are crafted to help you connect with prospects, nurture relationships, and grow your professional network. These scripts are ideal for building trust and starting meaningful conversations.
Professionally written email templates designed to help you communicate effectively with clients and prospects. These scripts cover a range of topics to save time, ensure compliance, and maintain a consistent, client-focused tone.
Not finding what you need? Check out more of our Approved Scripts for Email/Phone
Email Campaigns & Newsletter Platforms
Email is a quick, cost-effective, and professional tool to help you prospect potential clients and communicate with existing clients. With the ability to talk to more than one person at the same time, email also gives you the capability to personalize messages.
Mailchimp
Link to site here.
Mailchimp is a subscription-based automation platform and marketing service for managing mailing lists and creating email campaigns.
Mailchimp is available for compliance-approved practice management emails and can be utilized by advisors who are leaders qualified.
AdvisorStream
Link to site here.
AdvisorStream is a subscription-based, automated marketing platform that allows you to leverage content from the world’s leading publishers (think The Washington Post, Forbes, etc.) to help you reach your clients and prospects.
Compliance workflows are integrated into AdvisorStream. Some customization and personalization options are available for advisors who are leaders-level or above.
Mail Merge
Link to site here.
Mail merge is a process that combines a data source (like a spreadsheet) with a template document (like an email or letter) to personalize bulk messages (e.g., inserting names, addresses, or unique links).
It’s commonly used in tools like Microsoft Word, Google Docs, or Mailchimp to send customized messages efficiently to many recipients at once.
Spark
Link to site here.
All-in-one Marketing Platform: Spark centralizes marketing materials, brand resources, and communication tools in one easy-to-navigate platform for advisors.
Customizable Content: Offers editable templates for brochures, social media posts, emails, and event materials to maintain brand consistency while allowing personalization.
Advisor Enablement: Empowers financial professionals with timely campaigns, compliance-approved messaging, and automated marketing workflows to engage clients and prospects efficiently.
Financial Planning Experience (FPE)
Advisors who charge a financial planning fee can tap into our proprietary technology tool, The Financial Planning Experience. This advanced platform includes advisor- and client-facing portals for enhanced user functionality. Designed to build ongoing advisor-client experiences, the platform features a comprehensive set of resources, strategies, and concepts, including:
Quarterly conversations
“Learn Me” videos
Timely articles
Book of the quarter
Goalsetting expertise
For further information, please reach out to info@thefinancialplanningexperience.com.
Have any questions or need help? Submit a marketing ticket or email us at
Social Media: Your Guide to Creating Content