Social Media Platform Selection: Which Platforms Are Most Effective for Financial Advisers and Why?

Introduction: The Digital Transformation of Financial Advice Marketing

In today's digital-first world, the way financial advisers attract and build trust with potential clients has fundamentally changed. Social media platforms, once seen as purely social spaces, are now essential marketing tools. According to research by Intelliflo, 75% of UK financial advisers now use social media for business purposes, with 43% reporting that it has directly contributed to winning new clients.

How Often Should Financial Advisers Post on Social Media? A Comprehensive Guide

Introduction: Finding the Right Balance for Your Firm

For many financial advisers, social media can feel like a double-edged sword. You know it’s important to stay visible, build credibility, and connect with clients—but how often should you post to maximise your impact without overwhelming your audience or stretching your resources thin?

The devising of strategies in financial services marketing mix has evolved significantly in recent years, with social media playing an increasingly central role. According to research by Hootsuite, 73% of financial services marketers increased their social media investment in 2023, recognising its growing importance in client acquisition and retention.