Why Social Media Matters for Financial Services
Financial decisions are trust decisions. Clients choose advisors they feel they know and trust. Social media lets you demonstrate expertise, share your philosophy, and build relationships before prospects ever schedule a meeting.
How Fanbeam helps financial professionals
Compliant Publishing
Plan and schedule content with time for compliance review. Never rush a post that needs approval.
Educational Content
Schedule financial education consistently. Position yourself as a trusted resource.
Market Commentary
Plan regular market updates and insights. Build authority through consistent analysis.
Multi-Platform Presence
Reach clients and prospects on LinkedIn, Facebook, and YouTube from one dashboard.
Personal Branding
Build your professional brand alongside firm content. Individual advisors need personal presence.
Content Calendar
See all planned content at a glance. Ensure balanced mix of educational and promotional.
Sample Weekly Content Calendar
A week in your financial services content calendar
Content Ideas for Financial Services
Market Insights
- Weekly market commentary
- Economic indicator analysis
- Sector and industry trends
- Interest rate impacts
- Election and policy effects
Financial Education
- Retirement planning basics
- Tax strategy tips
- Estate planning concepts
- Investment fundamentals
- Financial planning frameworks
Personal Brand
- Career journey and philosophy
- Day in the life content
- Professional development
- Conference and event content
- Community involvement
Client Relations
- Success stories (compliant)
- Planning approach content
- Service offerings
- Team introductions
- Milestone celebrations
Professional
- 15 social channels
- Unlimited scheduled posts
- Advanced analytics
- Team collaboration (5 members)
- AI content suggestions