1.0 Content Strategy
Financial planners have built strong followings by creating educational content that breaks down complex financial concepts. They focus on topics like superannuation, property investment, and market updates using clear, approachable language.
2.0 Platform Selection
2.1 LinkedIn
Essential for B2B networking and establishing professional credibility. Many Australian advisers have built substantial followings by sharing market insights and commentary.
2.2 Instagram
Particularly effective for reaching younger clients. Firms use infographics and short videos to explain financial concepts.
2.3 YouTube
Some planners have found success creating longer-form educational content about investing and financial planning.
3.0 Engagement Approaches
- Share client success stories (with permission and anonymized)
- Post market updates and commentary on economic events.
- Create educational series about specific financial topics.
- Use behind-the-scenes content to humanize your team.
- Engage with relevant financial hashtags like #ausfinance and #financialplanning
4.0 Content Types
- Video explainers of financial concepts
- Market update infographics
- Client testimonial snippets
- Team highlights and culture posts.
- Live Q&A sessions
- Educational webinar snippets
Please see link below for an example of educational content on debt recycling:
https://bambootrading.com.au/wp-content/uploads/2025/02/Debt-Recycling-Summary.pdf