Social Media Marketing That Drives Results

An excellent social media marketing campaign isn't about luck or trends—it's about reaching your target audience with precision, consistency, and connection.
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Our team of creators, with decades of experience, build ads that consider psychology, strategy, data-driven design/layout and even colors and pictures. Each client/company has varying objectives. Some are starting at ground zero looking to initiate a campaign that begins introducing the company, mission, and team. Other companies are already established and reputable in their communities. Regardless, our team is ready to get clear on your objectives and help you manage and create a successful and compliant social media campaign.

What the Data Says

In a 2023 survey, 94% of financial advisors reported using social media for business.
Source: putnam.com
In that same survey, 51% of advisors said they did gain new business (new clients) via social media.
Source: putnam.com
92% of advisors using social media for business said it helped them acquire new clients. Average increase in AUM attributed to social media: $4.9 million.
Source: NAPA Net
Advisors acquiring clients through social media reported a median of ~$2 million in new assets as a result.
Source: NAPA Net
Social media shortens the sales cycle, improves communication frequency, and makes sharing information easier.
Source: NAPA Net
LinkedIn is frequently cited as the most effective platform for business development among advisors.
Source: NAPA Net, FA Mag

What Is Working:

  • Consistent content especially using platforms like LinkedIn (professional audience), YouTube (depth + personality) and Facebook (often many planners and bankers target audience).
  • Educational content that builds trust, offers an outlet for “free” education and credibility – rather than just selling.
  • Combining digital + physical/hybrid tactics (e.g. no-cost meetings, seminars, webinars & events) tends to yield better conversion than digital alone.
  • Being “digitally empowered” (i.e. good tech stack, client-facing tools, digital touchpoints) helps firms grow faster.

What's Not:

  • Time lag: It often takes many months (or more) before content builds enough trust to convert into new client relationships. The “long game” is real.
  • Compliance & regulation: Many advisors are constrained by firm policies (what they can post, how testimonials are used, google reviews, etc.), which limits what strategies are lucrative.
  • Audience demographics: Younger potential clients may rely more on social media/finfluencers for financial info, but converting them to paying advisory relationships takes work.

How We Create Momentum With Your Social Media Management

1
Define what success looks like: new leads, client acquisition, newsletter sign-ups, or app downloads. Every element should support that single objective.
2
Segment by age, tax bracket, life stage, goals, and pain points. Speak directly to them in language they understand.
3
People want to know their goals are possible and you can lead them. Show benefits, not just features.
4
Successful ads tell a micro-story your audience can relate to in 3–5 seconds. Story + outcome + CTA = higher engagement.
5
Fear of missing out, security, hope, and pride are powerful. Pair emotion with practical guidance.
6
High-quality, authentic images. Faces and interactions increase engagement. Use brand colors consistently.
7
Headlines: 5–10 words max. Body: 15–30 words. Avoid cluttering with disclaimers.
8
Tell users exactly what to do next: 'Schedule a free consultation' or 'Download our checklist'.
9
Include credentials, press mentions, awards, and client success stories when regulations allow.
10
Use A/B testing on headlines, images, and CTAs. Track metrics and refine based on results.
11
LinkedIn for thought leadership, Facebook/Instagram for visual content, YouTube for educational videos.
12
Use lead magnets for micro-conversions first, then nurture via email and retargeting ads.

Ready to Elevate Your Social Media Strategy?

Let's create a campaign that drives real results for your business.
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