Beyond LinkedIn: How Financial Advisors Can Harness Instagram and Facebook

Mar 21

When it comes to social media marketing, LinkedIn is the go-to platform for financial advisors. But ignoring Instagram and Facebook means missing out on huge engagement opportunities—especially with younger clients and families planning their financial futures.

So how can advisors use Instagram and Facebook effectively? This guide will break down the best strategies for each platform and how to integrate them into your overall marketing plan.

Why Advisors Should Use Instagram and Facebook

While LinkedIn is great for networking and professional thought leadership, Instagram and Facebook excel at relationship-building and visual storytelling. Here’s why:

Instagram is ideal for brand building, storytelling, and engaging with a younger demographic (millennials and Gen Z).
Facebook remains a top platform for community-building and reaching an older audience (Gen X and baby boomers).
Both platforms allow financial advisors to showcase their personality, firm culture, and financial insights in a more approachable, visual way.

How Advisors Can Use Instagram Effectively

Instagram is a highly visual platform, making it perfect for storytelling, educational content, and behind-the-scenes insights into your practice.

1. Use Instagram Stories & Reels

Short-form videos and daily updates make financial concepts digestible.
Example: A 30-second Reel explaining “3 Money Mistakes to Avoid in Your 30s.”
Stories can include polls, Q&As, and engagement stickers to interact with followers.

2. Post Engaging Educational Content

Infographics about investing, financial planning, and wealth management.
Carousels breaking down complex financial topics in simple, swipeable slides.
Example: “5 Myths About Retirement Planning” in an easy-to-read format.

3. Share Personal & Behind-the-Scenes Content

Showcase your firm’s culture, events, and team highlights.
Personal finance advisors who share authentic stories build trust faster.
Example: A post about why you became an advisor and what drives your passion.

4. Use Hashtags & Geotags

Hashtags like #FinancialPlanning, #MoneyTips, #WealthBuilding help reach a broader audience.
Geotags boost local engagement—use them to attract clients in your area.

How Advisors Can Use Facebook for Business Growth

Facebook is still one of the most powerful platforms for financial advisors, especially for client relationships, educational content, and community-building.

1. Create a Business Page and Post Consistently

Share blog posts, financial tips, and client testimonials.
Post 3-5 times per week to stay top-of-mind.

2. Start a Facebook Group for Clients & Prospects

A private Facebook group can be a goldmine for engagement.
Example: A group called “Smart Money Moves for Professionals” where you share exclusive financial tips.
Encourage discussions, Q&As, and financial education in a non-salesy way.

3. Use Facebook Live & Video Content

Live Q&A sessions on personal finance topics can boost engagement significantly.
Example: A 30-minute live session on “How to Save for Retirement While Paying Off Debt.”

4. Run Targeted Facebook Ads

Facebook’s ad platform allows advisors to target specific demographics (age, income, location, interests).
Example: An ad campaign offering a free financial checklist for high-income earners.

Balancing LinkedIn, Instagram, and Facebook as an Advisor

Best Posting Strategy for Each Platform:

✔ LinkedIn: 3-4 posts per week → Professional thought leadership, market insights, and business updates.
✔ Instagram: 3-5 posts per week → Personal finance tips, reels, and storytelling content.
✔ Facebook: 3-5 posts per week → Community engagement, live sessions, and client-focused content.

Cross-Promotion Tips:

Share LinkedIn blog posts on Facebook for extended reach.
Repurpose Instagram reels into LinkedIn posts.
Use Facebook groups to drive traffic to LinkedIn articles.

Final Thoughts: A Multi-Platform Approach Wins

Financial advisors who diversify their social media strategy will build stronger relationships and attract more clients. While LinkedIn is essential, Instagram and Facebook provide a unique opportunity to connect with audiences in a more visual and personal way.

Need Help With Your Social Media Strategy?

We help financial advisors create high-quality LinkedIn, Instagram, and Facebook content that attracts clients and grows their brand. Let’s talk.

Matthew Gutierrez