Social Media Marketing Plan Template for Financial Advisors

Social Media Marketing Plan Template for Financial Advisors

Social media can offer advisors opportunities to connect with potential clients while fostering relationships with existing clients. About 40% of advisors use social media as a marketing tool, according to a 2024 Kitces report titled “How Financial Planners Actually Market Their Services.”1 A social media marketing plan template offers a starting point for developing, implementing…

Read More
The rise of ‘finfluencers’: can financial advice on social media really be trusted?

The rise of ‘finfluencers’: can financial advice on social media really be trusted?

Financial influencers, or “finfluencers,” are reshaping the way people learn about money. Instead of textbooks or financial advisors, many consumers now rely on social media personalities for guidance on budgeting, investing, and paying off debt. While some offer credible, well-researched information, others blur the line between education and entertainment. And in some cases, they promote…

Read More