Guide
Financial advisor social media: an hour a week, LinkedIn first
Updated
Many advisors get new clients through referrals, and referred prospects often look you up before they call. Your social media needs to show them a real, active advisor, and an hour a week is enough.
In short
- Financial advisor social media works best on LinkedIn, where your clients and the people who refer them already are.
- The main post each week is one short video of you answering a client question, with captions.
- Your profile headline should say who you help, and your Featured section should show your two best videos.
- Every post counts as marketing, so get approval where your firm requires it and post only from approved accounts.
- Cutroom edits a video of you talking in about a minute, for 100 credits plus 20 per minute of export.
- Video a week, the main post
- 1
- The weekly routine below, filming included
- ~1 hr
- Cutroom credits for a 1-minute video
- 120
What prospects check on your profile
Here is what someone looks for when they open your profile before a first call.
- They look for recent posts, a real photo and you explaining money without selling.
- An empty profile, or one with only reposted market news, tells them little about you.
- A weekly video of you answering real questions shows how you explain things.
- Posts that mention your city help local prospects see that you work near them.
Which platforms to use
Start with LinkedIn. Add others only if your clients are there.
Social platforms for financial advisors
| Platform | Use it for | Priority |
|---|---|---|
| Your clients and the people who refer them | First | |
| YouTube | Question videos people search for, also posted as Shorts | Second |
| Local groups, if many of your clients are retirees | If it fits | |
| Instagram and TikTok | Younger clients | Only if your clients are there |
Platform: LinkedIn
- Use it for
- Your clients and the people who refer them
- Priority
- First
Platform: YouTube
- Use it for
- Question videos people search for, also posted as Shorts
- Priority
- Second
Platform: Facebook
- Use it for
- Local groups, if many of your clients are retirees
- Priority
- If it fits
Platform: Instagram and TikTok
- Use it for
- Younger clients
- Priority
- Only if your clients are there
This is the whole editor
Highlight a phrase and a clip lands on those exact words. No timeline, no keyframes, no layers.
The weekly video
One client question per video, under 90 seconds, is the main post of the week.
- Film it in one go against a plain background.
- Write the script first if your firm reviews videos before they go out. It also makes filming quicker.
- Add captions, because LinkedIn plays videos muted until the viewer turns the sound on.
- Upload the video to LinkedIn itself rather than posting a YouTube link, so it plays right in the feed.
- Between videos, write short text posts about the week's news, a common question or a lesson from your work, without client names.
The weekly hour
Here is where the hour goes each week.
- Comment on posts by the accountants and lawyers who refer clients to you, and reply to every comment on yours.
- Block the same hour in your calendar each week, so a busy week does not swallow it.
A suggested weekly hour
The routine this page suggests, in minutes.
- Write the script15 min
- Film the video10 min
- Write two text posts10 min
- Comment and reply20 min
- Check the edited video5 min
How to set up your LinkedIn profile
A visitor sees your photo, headline and banner first, so set those up once.
- Write a headline that says who you help, like "Retirement planning for doctors", instead of only your job title.
- Put your two best videos and your booking link in the Featured section.
- Use the banner for your name, who you serve and one sentence on how you help.
- Use a recent photo that looks like you do on a video call.
Social media compliance in plain words
The rules are stricter for advisors than for most businesses. This is a starting point, not legal advice, and your compliance manual comes first.
- Treat every post as marketing and follow your firm's approval process.
- At a FINRA member firm, anything shown to more than 25 retail investors within 30 days is a retail communication.
- Getting a written video script approved before you film is the smoothest way to handle video.
- Client testimonials need your compliance team's sign-off. In the US, the SEC marketing rule allows them for registered investment advisers, with required disclosures.
- Archive posts with your firm's tools, and post only from approved accounts.
- Keep predictions and performance numbers out of your posts.
Where Cutroom fits
Editing is the part that stops the weekly video happening. Cutroom sends the finished video back in about a minute, so checking it takes 5 minutes of the hour.
- You upload the video, up to 3 minutes long, and get a finished vertical (9:16) MP4 back in about a minute.
- Cutroom cuts it, adds captions timed to your voice and puts stock clips over the things you mention.
- The whole video reads as a transcript, so you can check it says what compliance approved.
- A 1-minute video costs 120 credits: 100 to edit and 20 per minute of export.
- Lite is $19.99 a month for 1,250 credits, about 10 one-minute videos.
Questions people ask
- Which social media platform is best for financial advisors?
- LinkedIn, because your clients and the people who refer them are both there. Add YouTube, where question videos keep getting found through search. Other platforms depend on who your clients are.
- How often should a financial advisor post on social media?
- One video and two or three short text posts a week. That fits in about an hour. Replying to comments matters too.
- Can financial advisors use client testimonials on social media?
- Only with your compliance team's approval. In the US, the SEC marketing rule has allowed testimonials for registered investment advisers since November 4, 2022, with required disclosures. Many firms still limit them.
- Do my videos need to look professional?
- No. They need to be clear, well lit and easy to hear. A plain answer filmed on a phone at eye level is enough for a weekly video.
- Does Cutroom archive posts for compliance?
- No. It edits the video and gives you the MP4. Approval, archiving and record keeping stay with your firm's tools.
- What does the video editing cost?
- A 1-minute video costs 120 credits in Cutroom. Your first video is free, with no card, within 7 days, and carries a Cutroom watermark across the middle. Lite is $19.99 a month for 1,250 credits, about 10 videos.
Rewrite your LinkedIn headline today and film one client question this week. Your first video is free.
Try for freeYour first video is free, no card, and you have 7 days to make it. It carries a Cutroom mark; Lite at $19.99/month removes it