Social media is one of the most effective ways for financial advisers to engage with clients, build credibility, and grow their business. But success requires more than just posting now and then—it’s about strategy, consistency, and understanding how to connect with the right audience. Here’s how to optimise your social media marketing in 2025, and how Lawsons Network can provide expert support to help you get results.
Choose the Right Platforms
Not every social platform will be relevant to your business. The key is to focus on where your target audience is most active:
- LinkedIn – The best platform for professional networking and sharing industry insights.
- Facebook – Ideal for building community engagement, sharing educational content, and reaching older audiences.
- Twitter/X – Useful for quick updates and commentary on financial news.
- YouTube – Great for video content, which is increasingly popular for financial education.
- Instagram & TikTok – Ideal for video content and reaching younger audiences.
Being selective allows you to focus your efforts where they will be most effective. With Lawsons Network, you gain access to marketing professionals who can advise on the right platforms for your business and help refine your strategy.
Develop a Clear Content Strategy
A well-planned content strategy ensures consistency and helps position you as a trusted expert. Your content should be:
- Educational – Break down complex financial topics in an accessible way.
- Engaging – Ask questions, share insights, and invite discussion.
- Visual – Infographics, short videos, and carousel posts work well.
- Compliant – Always adhere to financial regulations when sharing content.
Lawsons Network provides marketing expertise to help financial advisers create content that resonates, ensuring compliance while maintaining engagement.
Engage Authentically with Your Audience
Social media isn’t just a broadcasting tool—it’s about conversations. To build trust and credibility:
- Respond promptly to comments and messages.
- Engage in discussions by commenting on relevant posts.
- Encourage interaction through polls, Q&As, and user-generated content.
Not sure how to manage ongoing engagement? Lawsons Network’s marketing professionals can offer personalised guidance and social media management support.
Leverage AI & Automation Without Losing the Human Touch
AI tools can help streamline social media marketing, but authenticity is key. Best practices include:
- Using AI for content suggestions while keeping your posts personal and professional.
- Scheduling posts in advance for consistency while staying responsive to real-time conversations.
- Analysing performance metrics to refine your strategy.
We do not advise you to use AI to write your posts for you. For one thing, they’re not very authentic, for another, AI is very prone to making mistakes and will straight up write information that’s wrong and present it as fact. What it can do is help you with ideas, and smooth out your writing once you’ve drafted something original.
Ensure Compliance & Maintain Professionalism
Regulatory compliance is crucial for financial advisers using social media. To stay on the right side of regulations:
- Review industry guidelines regularly.
- Avoid making direct investment recommendations in public posts.
- Have a content approval process to ensure compliance.
Lawsons Network connects you with marketing professionals who understand compliance, helping you navigate social media safely and effectively.
Monitor Performance & Adapt
Successful social media marketing requires regular analysis and adjustment. Track:
- Engagement metrics – Likes, shares, comments, and saves.
- Lead generation – How many enquiries come from social media.
- Content performance – What topics get the most traction.
With Lawsons Network, you can tap into expert insights to refine your approach, ensuring your social media efforts deliver real business results.
Social Media Marketing for Financial Advisors
A strong social media strategy helps financial advisers grow their brand, attract new clients, and establish authority in the industry. But maintaining a consistent, effective presence takes time and expertise.
By joining Lawsons Network, you gain access to experienced marketing professionals who can help with every aspect of your social media strategy—from choosing the right platforms and creating engaging content to ensuring compliance and measuring success. Let us help you take the guesswork out of social media marketing and build a strategy that works for you. Contact us here.
