If your social media presence has gone a bit stale—or you’re simply short on time—these four simple actions can make a meaningful difference to your strategy. Whether you’re part of a financial services team or managing a brand in a highly regulated space, these ideas are low-lift and high-impact.
1. Update Your LinkedIn or Google Business Profile
Refresh your business profiles with recent accolades, updated services, or new team members. Ensure all contact details, website links, and business hours are accurate.
Why it matters: Your business profiles are often the first touchpoint for potential clients. An up-to-date profile enhances your credibility, boosts search visibility, and reinforces your brand story. Think of it as a digital storefront—keeping it fresh shows you’re active and trustworthy.
2. Post a ‘Financial Tip of the Day’ or Financial Education Bite
Share a quick financial tip on LinkedIn or Twitter. If your line of business can’t post advice, post general educational content like financial literacy facts or planning basics. With any content, please make sure this is compliant within your line of business.
Why it matters: Consistent educational posts keep your audience engaged without being overly promotional. These bite-sized tips are easy to consume and share, which increases reach while positioning your brand as knowledgeable and helpful.
3. Share Timely Market Insights on Social Media
Post a short update about current market trends, regulatory changes, or key investment strategies. Keep it relevant to your audience’s interests, whether it’s wealth management, retirement planning, or investment tips.
Why it matters: Timely content helps your audience make sense of what’s happening in the market. Sharing insights shows you’re informed and engaged—and it subtly reinforces your value as a reliable, go-to resource. This builds authority and helps nurture client relationships.
4. Post an Interactive Poll or Quiz
Create a poll asking for your audience’s opinion on a trending financial topic or launch a quiz to help them assess their financial health. These types of posts can encourage both engagement and self-reflection.
Why it matters: Interactive content sparks conversations, increases post visibility, and provides you with real-time insights about your audience’s preferences, challenges, and interests. It’s also a great way to humanize your brand and keep things fresh.
Elevating your social media strategy doesn’t have to involve a full-scale overhaul. Small, consistent actions—like updating your profiles, sharing timely insights, and engaging your audience with interactive or educational content—can go a long way in strengthening your online presence. Start with one or two of these quick wins and build momentum from there. Your audience (and your brand) will thank you.
Ready to create an social media marketing strategy that fits your firm’s needs? Let’s have a conversation!
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About the Author: Deandra Henahan
Deandra is responsible for strategizing and working with clients to maximize their growth strategies with a data-driven, multi-channel marketing approach. She loves to collaborate and help solve problems through communication and thorough planning.
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