Social Media Marketing for Financial Services: Useful, Compliant, Not Boring
Financial services has the strictest rules on social media and the best reason to be there: the people who need advice are the ones scrolling at 11pm wondering whether they are behind. Most firms solve the tension by posting nothing. The ones that grow post the explanation, never the promise. (The compliance team still reads every word. That is fine. That is the job.)
“Without Magic Marketer, I probably wouldn’t be posting to social media at all.”
“It’s impressive how easy it is to post to social media.”
“It’s easy, simple and I have social content going out everywhere.”
What to post
The posts that belong in this feed
Not a content calendar of invented themes. The work already produces these.
The concept, explained
What an offset account does. What "fixed for two years" actually means. Education with no product in it.
The process
What happens after you call a broker. Most people have never been through it and it is why they do not call.
The change
A rate move, a rule change, what it means for whom. Plain, dated, no forecast.
The person
Why you do this work and who you do it for. The post that makes the first call less awkward.
Where it comes from
You already have the source
The client explanation
Stripped of the client and the numbers, the shape of the question is the post. A voice note after the meeting.
The seminar
You recorded it. Every ten minutes is a carousel.
The client newsletter
Already compliance-checked. Paste the link.
Platforms
Where this kind of work actually shows up
The main one for advisers, brokers and planners. The adviser posts, the firm reposts. Referral partners and business owners are here.
First-home buyers, families, retirees. The plain explainer, the deadline, the "what to bring" post.
Optional. Works for brokers with a younger client base and a carousel habit. Same rules apply.
Cadence
How often is enough
One adviser post a week on LinkedIn, checked before it goes. Two in a month when something changes. The firm page reposts. Regular and reviewed beats frequent and risky.
Usual mistakes
What this feed gets wrong
Anything that reads as a return
"Clients typically see" is a claim. In Australia the APRA, FBAA and MFAA presets exist because of sentences like that. Elsewhere your regulator has the same view.
Advice to a specific person
General information is content. Personal advice is a licence, a fee and a file note.
Posting without the disclaimer
The general-advice warning is not optional in most jurisdictions. Build it into the template so nobody forgets.
From this world
“I highly recommend Magic Marketer to anyone who recognizes their marketing blind spot.”
Nic Jacobson
Necto
Tools that do this
Turn this week’s source into posts
Free to start. Same job as Magic Marketer, without the brand kit.
Questions
Education about concepts, what the process looks like, plain explanations of changes, and a little about the person. General information with the right disclaimer, never personal advice or anything that reads as a promised return.
Other guides
All guides →See what a week of your material becomes.
A recording, a photo, a link, or one sentence. Review the drafts. Publish when they are yours.
Takes minutes to get set up. No card needed.