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Effective social media strategies are crucial for financial advisors and fintech firms to build credibility, expand reach, and drive new business, but navigating compliance and maintaining professionalism within the dynamic social media landscape presents unique challenges.

This guide provides actionable insights for developing an authoritative social media strategy that delivers measurable results.

Use the following links to navigate each section.

Ready to grow your financial services brand on social media? This guide covers compliance, platform strategies, and content ideas to help you reach your ideal audience.

Choosing the Right Platforms and Strategy

Not all social media platforms are created equal for financial professionals. An effective strategy starts with focusing on the platforms where your target clients spend time and tailoring your content to each:

  • LinkedIn: The go-to platform for financial advisors and B2B fintech marketing. LinkedIn’s professional network is ideal for showcasing expertise, sharing thought leadership articles, and networking with potential clients or referral partners. For example, an advisor can post weekly market commentary or financial tips, positioning themselves as a knowledgeable authority. Many advisors have grown substantial followings on LinkedIn.
  • YouTube: A powerful platform for in-depth financial education, YouTube allows professionals to build trust through comprehensive video content such as explainer videos, webinars, and tutorials. For fintech companies, YouTube enables detailed product demonstrations and client success stories, while financial advisors can leverage it for market analysis and educational webinars, enhancing brand visibility and lead generation. By creating valuable and engaging video content on YouTube, financial professionals can establish themselves as trusted authorities, driving traffic to their websites and reaching potential clients actively seeking financial information.
  • Facebook: Facebook’s user base skews older than some platforms, which makes it ideal for financial services firms targeting Gen X and Baby Boomers. Advisors often use Facebook to run business pages where they share client success stories (with permission and proper disclosures), educational videos, or event invitations. Facebook Groups can also be helpful – for instance, participating in a local community group or running a “Financial Fitness” group to answer questions can softly generate leads. Keep compliance in mind: any testimonials or recommendations on Facebook must adhere to regulations (e.g., the SEC’s Marketing Rule allows testimonials only with proper disclosure).
  • Instagram & TikTok: These visually-driven platforms might seem less intuitive for finance but are increasingly used to reach younger audiences. Fintech firms, in particular, have found creative ways to engage users on Instagram – sharing infographics on personal finance, short explainer videos, or lifestyle content that subtly ties in with their product. TikTok has given rise to “FinTok” influencers who break down financial concepts in bite-sized videos. For example, a fintech app could partner with a popular TikTok finance educator to create content about budgeting or investing, indirectly promoting their brand (more on influencers shortly). Advisors who target millennials or Gen Z (such as young professionals or tech workers) might experiment with Instagram reels or TikTok but must ensure content remains compliant and brand-appropriate.
  • Twitter/X: While Twitter/X remains a platform for real-time financial discussions, it’s important to acknowledge its evolving landscape, including shifting user demographics and reported declining engagement numbers, which necessitate a more strategic and potentially reduced emphasis.

Develop a clear strategy for each platform you choose. Define your goals (e.g., increase brand awareness, drive traffic to your website, generate inquiries), your content themes, and posting frequency. It’s often better to start with one or two platforms and do them well rather than stretching thin across all. A cohesive strategy might be, for example, LinkedIn for weekly articles and client testimonials, Twitter for daily market insights, and YouTube for monthly in-depth videos or webinars.

Social media marketing isn’t just about trends and hashtags. It’s about building trust. At a time when misinformation spreads rapidly online, financial institutions can use social media to inform and protect their audiences. 93% of consumers think brands need to combat misinformation more than they do today. (Source: 2025 Sprout Social Index)

Compliance & Regulatory Considerations

One of the first rules of social media in financial services is that compliance is non-negotiable. Regulatory bodies such as FINRA and the SEC have specific guidelines on communications that extend to social media. You must treat public posts as advertisements or communications subject to those rules.

Ensure you meet regulatory and compliance guidelines​ from day one. This includes:

  • Record-Keeping: FINRA rules require that firms archive all business communications on social media. Use an archiving tool or platform that saves copies of your posts and interactions. For example, if a client comments on your Facebook post about market outlook and you respond, that exchange should be archived. 
  • No Testimonials Without Disclosure: Historically, advisors could not use client testimonials in advertising. The 2021 SEC Marketing Rule update allows testimonials and endorsements with proper disclosures. If a client leaves a positive review on your LinkedIn profile or Facebook page, you must follow disclosure rules (e.g., clearly indicate if they were compensated and that past results don’t guarantee future outcomes). Failing to include required disclaimers can lead to regulatory action​, so consult compliance on any such content when in doubt. 
  • Truthful & Balanced Content: Any informational post should be fair and balanced. Avoid promissory language (“I always beat the market!”) or anything that could be misconstrued. For example, if you share performance statistics or investment results, include context and don’t cherry-pick only successful outcomes. The SEC has penalized firms for posts that presented “unsubstantiated claims” or misleading info on social media​. Stick to educational content and factual statements to stay on the safe side. 
  • Use of Hashtags & Keywords: Be careful that trending hashtags or humorous memes don’t inadvertently violate professional standards. Using popular tags to increase visibility is fine, but ensure they align with your message. For instance, a fintech app might use #SavingsChallenge in a campaign, but an advisor should avoid a tag like #GetRichQuick, which could be seen as a promissory appeal.

If compliance feels daunting, remember that tools and resources are available. Many advisor-focused social media management platforms integrate compliance checks (for example, software that flags keywords or phrases for review). Additionally, having your legal or compliance team pre-approve content can save headaches​. It’s wise to create social media guidelines for your firm – a document that outlines do’s and don’ts, approval processes, and how to handle any potential issues (like a client asking specific investment advice publicly, which you should take offline).

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Creating Valuable & Engaging Content

With compliance boxes checked, the heart of your social media strategy is content. The goal is to post content that is authentic, informative, and engaging – content that adds value to your audience and showcases your expertise without overtly “selling.” 

Focus on education and storytelling. People scroll social media for interesting tidbits and relatable stories, not hard sales pitches. For a financial advisor, this might mean sharing a quick financial tip of the week (e.g., “Pro Tip: Consider refinancing your mortgage if rates drop – one client saved $200/month doing this.”). For fintech, it could mean sharing user success stories or creative use cases (“Meet Jane, who paid off $10k debt using our budgeting tool – here’s how she did it.”). Always obtain permission or anonymize details for any client story to keep it ethical.

Social media is also a great way to humanize your brand. Don’t be afraid to show some personality. Post photos from your community events or team volunteering days, highlight your company culture or share your personal passion that ties into your work (an advisor who’s a marathon runner might draw analogies between training for a race and saving for retirement). Such posts make you more relatable. Keep the tone professional-friendly – you’re building trust, so you want to remain authentic but credible. 

 


Examples of Effective Content 


→ Infographics and Visual Tips: Visual content stands out in social feeds. A concise infographic on “5 Ways to Reduce Your Tax Bill Before Year-End” or “The Power of Compounding in One Chart” can get shares. Big banks and fintechs do this well: for instance, TD Bank created an Instagram post with “4 Ways to Avoid Cyber Fraud” tips, providing timely value on security​. The graphic was eye-catching and useful, likely encouraging followers to share it for the benefit of others.

 

→ Short Videos and Live Sessions: Video content is often prioritized by social algorithms. A 60-second video of you explaining a common question (“What is an ETF?”) or demonstrating a feature of your fintech app can drive engagement. Advisors can use LinkedIn native video or Facebook Live for Q&As (just be sure to archive Live sessions for compliance). Fintech companies might leverage YouTube or Instagram Live to demo new updates or interview a satisfied user. Live sessions where you answer audience questions in real-time can be particularly effective in building trust -just pre-screen questions, if possible, to avoid any that could lead into personal advice territory.

 

→ Use of Influencers (“Finfluencers”): Partnering with financial influencers is an increasingly popular tactic, especially for fintech brands. The idea is to leverage someone with a large, engaged following in the finance niche to promote or mention your services organically. For example, Vivian Tu (a.k.a. @YourRichBFF) has millions of followers across Instagram and TikTok for her down-to-earth finance tips, and she has partnered with brands like the fintech company SoFi​. Such collaborations can broaden your reach and build trust by association – fans of the influencer see the endorsement as a stamp of credibility. Advisors may also collaborate with micro-influencers (a local radio host or blogger covering financial topics) to tap into their audience. Any influencer partnership must comply with the SEC’s endorsement rules – ensure proper disclosure that it’s a paid partnership.

 

→ Engagement-Oriented Posts: Remember that social media is a two-way street. Occasionally post content that invites engagement: polls (“What financial topic would you like to learn more about: A) Retirement, B) College planning, C) Taxes?”), open-ended questions or challenges. For a fintech app, you might start a hashtag challenge like #SavingsChallenge, where users share a tip about how they saved money this week. For advisors, you could pose a question like, “If you could give your younger self one piece of financial advice, what would it be?” These conversational prompts can spark comments and shares, which the algorithms love – plus, you gain insight into your audience’s interests.

Video content is often prioritized by social algorithms. A 60-second video of you explaining a common question (“What is an ETF?”) or demonstrating a feature of your fintech app can drive engagement.

Social Media Checklist for Financial Professionals

Pre-Publication Review

  • Compliance Verification: Ensure all content adheres to relevant regulatory guidelines (SEC, FINRA, etc.).
  • Value Proposition: Confirm the post provides genuine value through education, insights, or relevant information.
  • Visual Presentation: Evaluate the visual appeal of the post (graphics, videos) for professional presentation.
  • Content Variety: Ensure a mix of content formats (videos, infographics, articles, link thumbnails, etc.) to maintain audience interest and prevent visual monotony.
  • Hashtag Relevance: Use relevant and professional hashtags to enhance discoverability.
  • Editorial Accuracy: Proofread thoroughly to eliminate errors and maintain professional standards.

Engagement & Interaction

  • Prompt Response: Address comments and inquiries in a timely and professional manner.
  • Industry Engagement: Engage with relevant industry content and connections.
  • Interactive Content: Utilize polls and questions to encourage audience participation.
  • Direct Message Monitoring: Regularly review and respond to direct messages.

Platform-Specific Actions

  • LinkedIn Optimization: Share valuable articles and cultivate professional connections.
  • YouTube Content: Publish informative videos and engage with viewer comments.
  • Facebook Community: Share compliant client success stories and participate in relevant groups.
  • Visual Platform Strategy: Utilize visually engaging content on platforms like Instagram and TikTok, maintaining compliance.

Performance Analysis

  • Analytics Review: Monitor key metrics to assess content performance and audience engagement.
  • Audience Growth: Track the acquisition of relevant followers and audience demographics.

Professional Best Practices

  • Brand Authenticity: Maintain a consistent and genuine brand voice.
  • Content Consistency: Adhere to a regular posting schedule.
  • Continuous Improvement: Regularly review and refine your social media strategy.

Consistency & Community Building

Building a strong presence on social media doesn’t happen overnight. Consistency is key – consistently posting valuable content and engaging with your audience. Create a content calendar to schedule posts regularly. Numerous social media management tools (like Hootsuite or Sprout Social) allow you to schedule posts in advance and manage multiple accounts from one dashboard. These tools can also help maintain a steady flow of content without consuming your daily time​.

Engagement shouldn’t be one-sided. Always monitor your comments and messages. If someone asks a question on your post, respond in a timely manner. If a user praises your fintech app on Twitter, retweet or thank them. If an unhappy client airs a grievance, address it politely and take it to a direct message to resolve. Social media is increasingly a customer service channel; how you handle interactions in public view can significantly shape your brand image. In fact, using social media for responsive customer care can set you apart – quick, helpful responses show that you are attentive and client-focused​

Moreover, don’t just talk at your audience – be social on social media. Follow other relevant pages and people (industry leaders, publications, complementary businesses). Like and comment on their posts when appropriate. This not only increases your visibility but helps build a community. For example, an advisor might engage with a local chamber of commerce’s LinkedIn posts or congratulate clients on their professional achievements on Facebook/LinkedIn. A fintech firm might engage with fintech news outlets or comment on trending topics (again, carefully and professionally). By actively participating in conversations beyond your own page, you establish your voice in the broader community.

Measuring Social Media Success

As with any marketing effort, track the results of your social media marketing to understand its impact and refine your strategy. Key metrics to consider include:

  • Follower Growth: Are you steadily gaining followers (quality followers in your target demographic, not random bots)? An upward trend indicates growing brand awareness.
  • Engagement Rates: Look at likes, comments, shares, and click-throughs relative to your follower count. Engagement is a sign that your content resonates. For example, if your LinkedIn posts average a 5% engagement rate (views to interactions), that’s quite good for the industry. Note which posts get the most engagement – this hints at what topics or formats your audience prefers.
  • Referral Traffic & Leads: Use Google Analytics or social media analytics to see how much traffic is coming to your website from social channels. More importantly, track conversions: how many people filled out your contact form or signed up for your app after coming from social media? Many advisors get prospects who mention, “I see your posts on LinkedIn,” even if they didn’t click directly. Anecdotal evidence counts, too; if you ask new clients how they heard of you and some say, “I follow you on Linkedin,” that indicates success. Fintech firms can integrate analytics to attribute sign-ups to social campaigns.
  • Audience Growth and Demographics: Each platform offers insights into your follower demographics (age, location, job title, etc.). Ensure the audience you’re attracting aligns with your target market. If not, adjust your content or consider switching platform emphasis. It’s better to have 500 followers who are potential clients than 5,000 who will never need your service.

Use these metrics to refine your approach. If video posts consistently outperform text posts in engagement, do more videos. If Instagram isn’t moving the needle but LinkedIn is, reallocate your effort accordingly. Social media trends evolve, so a quarterly review of your strategy is wise.

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Actionable Social Media Strategies for Financial Professionals

  • Complete & Optimize Profiles: Make sure every social media profile has up-to-date information, a professional photo or company logo, and links to your website. On LinkedIn, use the tagline to highlight your specialty (e.g., “Financial Planner helping doctors achieve financial freedom”). Ensure contact info or a link to “Book a consultation” is easily found on all platforms.
  • Create a Content Calendar: Plan your posts at least a month ahead. For instance, schedule thematic posts around seasonal events (tax tips during tax season, holiday budgeting in December, college savings in late summer). Use scheduling tools to automate posting times for when your audience is most active (LinkedIn during weekday mornings, Facebook in the evenings or weekends, etc.).
  • Engage Daily: Set aside 15-30 minutes daily to engage on social media. Respond to any comments or messages, then like/comment on a few industry posts or client updates. Consistency here keeps you visible. If you have team members, consider delegating social listening to ensure no inquiry goes unanswered. Some platforms, like Twitter, may require more frequent monitoring, whereas LinkedIn or Facebook, you might check in a few times daily.
  • Leverage Hashtags Strategically: Use a handful of relevant hashtags to increase reach, but keep them professional. For example, an Instagram post might include #FinancialLiteracy #InvestingTips and a fintech tweet might include #FinTech #DigitalBanking. Don’t overdo it (no hashtag storms that look spammy), and avoid any hashtags that could be tied to dubious schemes.
  • Run Social Media Campaigns: Consider running specific campaigns or themes. For instance, a “Client Question of the Week” series where you answer a common question every Friday. Or a campaign like “30 Days, 30 Money Tips,” where you share a quick tip each day. Campaigns can build momentum and give followers something to look forward to, increasing engagement and sharing.
  • Compliance Checkpoints: Build a simple workflow where each piece of content is compliance-approved if needed. This could be as formal as a compliance software integration or as simple as having a colleague double-check you haven’t run afoul of any rules. Over time, you’ll get a feel for what’s permissible, and the process will become second nature.

Success on social media is measured not merely in likes or follows but in meaningful interactions and relationships.

Stay Patient, Stay Authentic

When executed strategically and compliantly, social media marketing is a powerful tool for financial services. Focus on building meaningful interactions and relationships to foster familiarity and credibility. When clients seek financial advice or innovative solutions, your brand should be top of mind. Remember that success on social media is measured not merely in likes or follows but in meaningful interactions and relationships. Stay patient, stay authentic, and let social media amplify your expertise and integrity.

If you’re looking for assistance defining, executing and optimizing your social media strategy, we can help! Let’s set up some time to talk about your goals and what a partnership could look like.

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When it comes to content marketing, we see many firms make the mistake of over-indexing on a single type of content—often at the Awareness stage—and neglecting the other stages of the buyer journey. This imbalance leaves prospects underserved, resulting in drop-offs during the Consideration and Decision stages.

To ensure your prospects have the information they need at every stage, you need a well-rounded content strategy that maps to their questions and concerns during the Awareness, Consideration, and Decision phases. Let’s explore how to deliver a seamless experience that keeps your prospects moving forward.

What is the Buyer Journey?

The buyer journey is the process your audience goes through when making a purchase decision. In general, it includes three key stages:

  1. Awareness: The buyer realizes they have a problem or need.
  2. Consideration: The buyer explores potential solutions.
  3. Decision: The buyer selects the product or service they believe is the best fit.

Creating content that serves each stage ensures you meet your audience where they are, providing the right information at the right time.


Awareness Stage: Helping Buyers Identify Their Problem

At the Awareness stage, your prospects are just starting to identify their challenges or needs. They’re looking for educational content, not a sales pitch.

Common Pitfall:

Many companies focus heavily on blog posts and social media content at this stage, failing to create deeper, more engaging content that keeps the audience interested.

Content Goal: Build trust and educate your audience.

Content Types That Work:

  • Blog Posts: Educational articles that answer common questions. For example, “5 Ways to Improve Your Investment Strategy.”
  • Infographics: Visual summaries of data or concepts that make complex ideas easier to digest.
  • Videos: Quick, engaging content that highlights key pain points.
  • eBooks and Guides: Comprehensive resources that your audience can download in exchange for an email address.

Consideration Stage: Showing Buyers Why Your Solution Stands Out

In the Consideration stage, your audience has identified their problem and is researching potential solutions.

Common Pitfall:

Many companies neglect to create detailed content for this stage, causing prospects to stall or turn to competitors.

Content Goal: Demonstrate expertise and build credibility.

Content Types That Work:

  • Case Studies: Real-world examples that showcase how you’ve solved similar problems.
  • Webinars: Live or recorded sessions where you share valuable insights and interact with prospects.
  • Comparison Guides: Side-by-side breakdowns of how your solution stacks up against competitors.
  • Whitepapers: In-depth analysis or research that validates your authority in the industry.

Decision Stage: Giving Buyers the Confidence to Act

By the Decision stage, your audience is evaluating whether to commit. They want assurance that your product or service will deliver on its promises.

Common Pitfall:

Overlooking trust-building content like testimonials, product demos, or risk-free trials can leave buyers feeling uncertain.

Content Goal: Reduce friction and inspire confidence.

Content Types That Work:

  • Testimonials and Reviews: Real client stories that highlight your success.
  • Product Demos: Interactive or video walkthroughs that show your solution in action.
  • Free Trials or Samples: Let prospects experience your offering risk-free.
  • FAQs: Address common objections or concerns in a clear, concise way.

Why Many Firms Fail to Serve Every Stage

A common reason for drop-offs in the buyer journey is a lack of balanced content across all stages. For example:

  • Focusing solely on Awareness content (e.g., blog posts) without supporting the information with deeper Consideration content (e.g., case studies) means prospects won’t see the value in progressing.
  • Providing Decision-stage content too early can overwhelm prospects who aren’t ready to commit.

How to Fix This:

  • Conduct a content audit to identify gaps in your buyer journey coverage.
  • Map each piece of content to a specific stage of the buyer journey.
  • Continuously optimize your content to ensure it aligns with audience needs.

Bonus: Don’t Forget Post-Purchase Content

The buyer journey doesn’t end with a purchase or signed contract. Retention and advocacy are key to long-term growth. Content that supports your clients post-conversion includes:

  • Onboarding guides
  • Exclusive content for existing clients
  • Referral program details

The key to a successful content strategy is balance. By serving the needs of your buyers at every stage of their journey, including after they become clients, you’ll reduce drop-offs, build trust, and ultimately drive conversions.

Are you ready to create a content strategy that delivers results? Let us know where your biggest content gaps are—we’d love to help!

Podcasting is one of the hottest trends in media right now, and it’s become an incredibly powerful tool for businesses and leaders alike who want to reach new audiences and build a strong podcast community. 

Edison Research has been tracking podcasting since 2006, when they added it to their Infinite Dial report. The report tracks consumer media usage and behaviors in America. The study is the longest-running of its kind in the country, and it uses rigorous sampling methods to ensure that its estimates are representative of the entire U.S. population.

According to Edison Research, the popularity of podcasts has shown an upward momentum over the past few years. Why? Podcasts are popular because they let us become part of a story and feel like we know the people involved. You hear their voices—even if they aren’t physically present when you listen to them. This makes podcasts so much more than just listening; they turn into an experience that can’t be replicated elsewhere.

Recent statistics from The Infinite Dial 2024 reveal the following insights about podcasting consumption patterns in the U.S.


Podcast listening reach is up overall:  

  • Despite changes in how downloads are being delivered and counted, listening levels are up markedly. 
  • 47% of the U.S. 12+ population has listened to a podcast in the last month, up 12% year over year
  • 34% of the U.S. 12+ population has listened to a podcast in the last week, up 10% year over year.

 

In the three plus years that I have been podcasting, one fact remains true: it’s exploding popularity. This is partially due to the widespread adoption of smartphones, the advent of smart speakers like Amazon Alexa and Google Home, even smartwatches made by Apple, Samsung, Fossil and Fitbit. All of these devices allow you to listen to a podcast right from your device, so long as you have an Internet connection. Even cars have seen more podcast play with built in software technologies like CarPlay, made by Apple, which enables a car radio to display and mirror your apps screen. Because of CarPlay, my podcast app appears on my vehicle multimedia console. 

Expect Continued Growth 

In analyzing my own behavior and consumption patterns, as both a podcast host and a listener, I’ll make a bold prediction that podcasting will continue its upward trend. This is due to many of my own personal beliefs, biases, and general business intelligence as a marketing agency owner for B2B and B2C firms in the financial services industry, which may apply to other verticals overall:   

 

  1. The ability to multitask while listening to podcasts. What activities are you doing, and not doing, when you listen to your favorite podcast? Is it driving to work? Folding laundry? Exercising and running on a treadmill? For me, the answer is all of the above. I even use my Alexa smartspeaker to stream podcasts in my kitchen while I cook dinner. Few mediums can even come close to the portability of podcast. Once episodes are downloaded from the Internet to a listening device such as a smartphone, tablet, or laptop, you can listen anywhere you go.
  2. Rise of the creator economy. In recent years, we have seen the rise of the creator, individuals who produce and share content online through social media platforms, blogs, and podcasts. Creators are able to earn a living or supplement their income by selling products directly to their fans, using platforms like Patreon or SubscribeStar. These gigs, sometimes referred to as a side hustle, can even raise money to start or grow a business using crowdfunding sites like Indiegogo and GoFundMe. Having a podcast allows these same creators to reach new and like-minded audiences. According to Meta, the parent company of Facebook, the creator economy is forecasted by some exploratory studies to reach more that $100 billion.
  3. The growth of niche podcasts. One of the trends I’m witnessing is the growth of niche podcasts, programs that explicitly focus on specialized groups or like-minded audiences who share particular or unique interests by people not already famous for something. For example, The Marketing Book Podcast, hosted by Douglas Burdett, a marketing agency principal, features weekly interviews with authors of new marketing and sales books. Rather than cast a wide net, and appeal to a general audience Burdett’s podcast, now approaching 140 episodes for season 5 at the time of this writing and in the top 3% of podcasts, caters to a smaller, but more engaged community. Furthermore, the more niche, the less competition overall.
  4. Podcast as a trusted news source. Where are people turning to consume their news? Would you believe podcasts? In fact, some reputable cable or online traditional TV news shows, magazines, and publications now have a podcast news companion. The Reuters Institute identifies three different sub-categories of daily news podcasts:  1.) Micro-bulletins, between 1 and 5 minutes, 2.) News round-ups, 6-15 minutes long, and 3.) Deep-dives like The New York Times The Daily, with a length of 20 minutes or more. At the time of this writing, The New York Times offers 25 various podcast shows including their top show, The Daily, which features “the biggest stories of our time, told by the best journalists in the world,” comes out daily at 6 a.m.
  5. Podcast to revolutionize teaching and learning. For teachers, parents, and administrators, podcasting opens a new world of possibilities in all types of educational and academic institutions and environments. As a former adjunct instructor at New York University, supplementing my Integrated Marketing graduate course with pre-recorded podcast episodes on different subjects such as branding, consumer behavior, culture, and leadership reinforced lessons taught in the classroom and increased engagement. Audio learners, students who learn most effectively by listening, benefitted greatly when lesson materials contained a podcast equivalent. This also helped to diversify the subject matter and make it more interesting.

If You Remember Anything…

At the time of writing, there are over 5 million podcasts available worldwide, with 4.3 million of those being active. Similarly, there are an estimated 600 million blogs in existence. However, when you compare the number of podcasts to the 1.98 billion websites currently live, it becomes clear that the podcasting space is still in its early stages of growth.

I often remind our clients of this key point: “If you were starting a business today, would you avoid creating a website simply because there are nearly 2 billion websites already? Of course not—that would be absurd!” So why would you talk yourself out of launching a podcast or even a blog just because many already exist? There is still plenty of room to make your mark and connect with an audience.

Ready to stop standing on the sidelines? Your audience is waiting — and I’m here to help you take the mic. Whether it’s a podcast or blog, let’s amplify your voice. Connect with me today, and let’s make sure you’re heard where it matters most!

Keyword research is the process of identifying and analyzing the keywords and phrases that potential customers are using to find products or services like yours. Before you can begin using SEO (search engine optimization) as a marketing tool to drive traffic to your website, you need to understand the keywords you’re optimizing for. 

Follow these seven steps to get started with keyword research:

  1. Define your target audience and goals. Identify the demographics, pain points, and interests of your target audience, as well as the specific goals you want to achieve with your marketing campaign.
  2. Create a list of seed keywords. Start by creating a list of keywords and phrases that are relevant to your business and target audience. You can use tools like Google’s Keyword Planner, SEMrush, and Ahrefs to generate ideas.
  3. Analyze search volume and competition. Use keyword research tools to determine the search volume (how many searches per month for a specific keyword) and competition (how difficult it will be to rank for a specific keyword) for each keyword on your list. Look for keywords with a high search volume and low competition.
  4. Refine your list. Eliminate irrelevant keywords and group similar keywords together.
  5. Create long-tail keywords. Long-tail keywords are longer, more specific phrases that are less common but often more targeted. These keywords often convert better as they are more specific and less competitive; for example, “how does direct indexing work” instead of “direct indexing.”
  6. Use your keywords. Once you have your list of keywords, you can use them in your website content, blog posts, page titles and meta tags to improve your search engine rankings and drive more traffic to your website. (Importantly, make sure you’re using your keywords in a way that reads naturally, and be careful not to overuse them. Google will penalize your website for keyword stuffing.) 
  7. Continuously monitor your keywords. Regularly check the search volume, competition and other metrics of the keywords you are targeting, and optimize accordingly.

Working on your 2023 content strategy? Start – and finish – by thinking about your audience.

Follow these five customer-first tips for nailing the what, how, why and where of content creation and distribution. 

Put your content where your audience wants it. Start thinking about your website as an In-N-Out rather than a Target. Your audience isn’t there to browse aimlessly or discover some unexpected treasure in the home goods aisle; they want transactional information quickly. How much does this cost? What does it do? How does it work? Can you serve a business of my size? How do I get in touch with someone?

On social media and other content-specific platforms, like YouTube and Spotify, you have the opportunity to grab their attention unexpectedly with content that speaks to a problem they’re facing, a challenge they can’t figure out, the impact of news or market trends, or a new way to think about how they do their jobs. 

“But SEO” – Okay, publish the educational blog post on your website. But then do more than just link to it on social media. Pull the most important concepts into a text post, a slideshow, a short video, an audiogram or an infographic that they can view right in the feed itself without leaving the platform. 

Thinking this way frees you from the traditional whitepaper and blog shackles and creates new avenues for communicating your message that don’t necessarily translate to your website, including podcasts and videos. 

It also enhances shareability. Your reach on social media, for example, gets exponentially greater when your audience interacts with your content, making it visible to their connections as well, which is impossible to achieve on your website. 

Focus on what you want them to know, not what you want them to do. Shift your top priority from getting your audience to click, like, register, sign up, subscribe, download, or buy, to helping them understand something they didn’t know before. 

Making your message the main attraction and treating the CTA like a nice-to-have changes the kind of content you create to be more about what they need and less about the numbers you need to hit. 

Even if a potential buyer never clicks on your link, if they’re continuously consuming valuable, educational information from your brand, your content is doing its job (and it’s 2023. When they want more information, they know how and where to find you.)

Use your customers’ words. Not just in testimonials and case studies (although you should be doing that too). Use your customers’ words everywhere: In your messaging, in your ads, in your videos and articles, in all the ways you speak about your brand, your product or service and your value. 

They know best how to talk about the work they do, their challenges, and how they use your solution (or a competitor’s solution). 

First and foremost, talk with your customers – regularly – not just about your company, but also about what their days look like outside of what you offer. 

Read your reviews and your competitors’ reviews, not just to inform your product roadmap or upcoming enhancements, but to understand how your audience talks about what you do, and how it helps (or doesn’t help) them.

Spend time where they do. This could be in online communities, at trade shows or virtual events, at seminars, the list goes on. What questions are they asking each other, and how are they phrasing them? Keep a running list or document that you can reference easily.

The words they use should inform the words you use so that when they consume your content, making a connection becomes effortless.

Figure out why your content matters to them. This isn’t the well-worn features vs. benefits argument (both are important, by the way). It’s a question to keep front of mind every time you create a new piece of content: Why does this matter to my audience? If it doesn’t, how can I change that?

Press releases, for example, tend to be largely self-promotional. But you can take a press release, strip it of its traditional jargon, and promote the news yourself (in your audience’s language) in a way that speaks to the impact it will have on them.

Client case studies, too, tend to focus more on the product or solution and less on the actual experience of the client. Shift the frame to make your client the story’s hero so the rest of your audience can more easily see themselves in the outcome. 

Make it actionable. Whether it’s a new way to think about a problem or a practical takeaway they can execute on their own, the majority of your content should enable your audience to learn or do something.

When they put what you’ve taught them into action and it works, you build trust and brand affinity while encouraging word-of-mouth referrals from people who aren’t even your customers yet. 

TL;DR? In 2023, we are: 

  • Thinking strategically about what channels to use for content based on what our audience needs and where they want to be.
  • Prioritizing content consumption over clicks.
  • Eliminating friction in both logistics and language. 
  • Putting the audience first.
  • Making content that matters.

One of the most common mistakes we see marketing teams make is treating landing pages – the standalone web pages built specifically for digital marketing campaigns, where visitors “land” after clicking on an advertisement – as afterthoughts or easy lifts instead of with the thought, care and attention they deserve. 

Landing pages aren’t lesser than your main website pages. In many cases, they’ll be more responsible for engagement and conversions, especially if you’re putting significant spend behind ad campaigns at high volumes. 

Whether your landing page is hosting a content download, a video, or a get in touch call-to-action (CTA), the copy, design and user experience should be intentionally executed to both reflect the corresponding ad campaign and make taking action extremely compelling for the reader. 

Otherwise, you’re quite literally throwing money away on ads that won’t convert. Even the most powerful, deeply personalized and outside-the-box advertisement won’t save a lackluster landing page. Think of your ads like the promise and your landing page like the payoff.

1. Create Multiple Variations

Just like your ad campaigns target different personas as well as different stages in the buyer’s journey, so should your landing pages. There’s no such thing as a catch-all landing page – or at least, there shouldn’t be. 

Anyone landing on your page should feel like it was built just for them, and the only way to do that is to create multiple landing pages, with messaging specific to:

  • Persona: If you serve both accountants and wealth managers, for example, you know that their needs and goals are different and your landing pages should be tailored to these nuances.
  • Stage of the buyer’s journey: Content that resonates with a prospect in the consideration stage will be markedly different from what a prospect in the awareness phase is ready to consume (see our breakdown here for content that aligns with each stage).
  • Your ad campaigns: Especially if you’re bidding on keywords, make sure those search terms show up prominently above the fold on your landing page.

2. Prioritize a Mobile-First Design

Recent research indicates that over 70% of web traffic comes from mobile devices – and that 61% of users will never return to a website that isn’t mobile friendly. 

So while you can’t ignore the desktop experience, it’s important to focus on optimizing your landing page for mobile performance to capture the majority of potential visitors: 

  • Aim for < 3 second load time
  • Make sure your forms are short and easy to fill out 
  • Include strategic design elements like videos and carousels, which enable you to include more valuable information without lengthening the page scroll
  • Test the landing page yourself to ensure there are no confusing line breaks or warped formatting issues

3. Go Hard on Social Proof

Prospects want to know that people like them and businesses like theirs have been successful using your product or service. Reviews, testimonials, logos and star ratings lend credibility to your business while creating an aspirational element that enables your prospects to envision themselves as the heroes of their own stories.

It’s unlikely users are going to read every word on your page or scroll all the way to the bottom, so pull your social proof closer to the top of the page.

Another key here is to tailor the social proof you choose to the persona for whom the landing page is being built. Going back to our earlier example, accountants don’t care how well you serve wealth managers; they want to know that other accountants, who face the same challenges they do, love your solution.

4. Maximize the Impact of Copy and Design

Your landing page has to grab and keep a reader’s attention long enough to drive a conversion, or at least make enough of an impression that a prospect returns to your website at a later time. 

So make them want to stay on your page and learn more about you with:

  • Beautiful, high-resolution product images
  • Outside-the-box creative (avoid using the same stock photos you see on every advertisement and eBook cover)
  • Messaging that makes it clear you understand their pain points, challenges and goals
  • Benefits and features; your audience wants to know both what you can do for them, and how your solution works

5. Give Away Something Useful

Make your landing page as customer-centric as possible by thinking outside the ‘get a demo’ or ‘let’s talk’ box – offers that help you sell more than they help your prospects buy – and giving away a free resource that provides actual value, such as:

  • An eBook tailored to their challenges based on what you’ve learned from client conversations
  • A detailed checklist that helps them do their job more effectively
  • A practical user guide with tips they can put into action right away
  • A free consultation with one of your subject matter experts

Ready for more? Check out our free landing page template, which you can use as a guide for conceptualizing and building your next landing page.

We see it all the time: Businesses using their social media accounts as their personal billboards (for the purposes of this article, we’ll focus on LinkedIn, but the same ideas apply to Facebook, Twitter, Instagram and TikTok). And the truth is, it’s easy to default to using LinkedIn strictly as a promotional platform for sharing your press releases, your product features, your benefits, your awards. 

It’s more difficult, but way more effective for building a loyal audience that actually wants to read your posts, to focus outward and use social media as a valuable, educational resource center – most of the time.

Because a percentage of your posts should be about you and what you do. LinkedIn isn’t a sales tool, it’s an engagement platform, which means it can be used in many different ways, a big one of them being for its original intention – job hunting and recruiting. Potential candidates will certainly be interested in what your culture is like, who your recent hires are, and what you bring to the market.  

But LinkedIn has evolved well beyond its roots as a career network. Across industries, people spend time on LinkedIn connecting with their peers and learning how to do their jobs better. Importantly, that does not mean they log onto LinkedIn to request a demo of your software or read about why your latest feature is such a game changer.

Flip the script. What can you offer your target audience on LinkedIn that has nothing to do with them buying anything from you? You know them – their goals, challenges, benchmarks, struggles, uncertainties – so use that information as your foundation for LinkedIn content.

When you’re putting together your social media calendar, the key is to ensure your Them: Us ratio skews in favor of them – your audience – and doesn’t lean too heavily on self-promotion as a strategy.

So who’s doing this well? 

Sales and marketing software big guns Gong and Metadata, with recent posts that include:

  • Demand gen campaign dos and don’ts
  • Tips for balancing demand generation with ABM 
  • The impact of marketing and sales alignment on sales rep retention
  • A common sales team hiring mistake, and how to fix it
  • How to maximize your demand gen budget while your competition is cutting theirs

In the fintech space, Helios offers up their quant-driven research twice a week with market commentary and their Most Important Thing blog feature, both aimed at helping advisors communicate more effectively with their clients about what’s going on in the market.

Individuals have mastered this, too – just take a look at Dr. Daniel Crosby’s page for a compelling combination of behavioral finance insights, psychology lightbulbs and the occasional welcome dose of humor.

And perhaps no one offers more value-at-no-cost sales content than Josh Braun, who regularly gives away cold email templates, frameworks for improving sales calls, and real-life examples of applying psychology to sales.

Evolving Your LinkedIn Presence

Not sure where you or your company fit in?

Follow this simple framework for taking the ‘me’ out of your firm’s social media:

First, start with an audit. Look back through your last ten LinkedIn posts. Count how many are focused on you – what you sell, what you’ve won, why you’re great – and how many focus on what your audience wants to know.

If the ratio is seriously skewed in favor of posts about you, consider these tips for evolving your social media presence to be more audience-centric:

  • Ask your sales team the top three questions they hear on prospect calls. Create posts that answer them.
  • Go back to existing case studies. What problems were your clients facing before they found your solution? Build content around those challenges.
  • Talk to your clients. What are they dealing with right now that may or may not have anything to do with your business? Encourage thoughtful discussions about those topics on your platform.

Once a month, go back and review your posts. Over time, that ratio should shift in your audience’s favor. The benefits of this are clear for them: Free, valuable content they can take and use to improve performance, profitability, engagement, etc.

But there are distinct, powerful advantages for your business, too – three in particular:

Shareability: When’s the last time you shared the news about some other company’s funding round or industry award with your team? Probably never. But a concrete list of five tips for improving client outreach, or a thorough breakdown of a new industry rule? Those posts are shareable because they help your audience either a) learn something new or b) do their jobs better.

And what gets shared may not get measured – there’s no way to track social media posts sent through Slack, for example – but it does get amplified. Shareable information drives your message outside of your immediate followers to a wider audience, reaching potential prospects who may not be following you on social media yet.

Brand affinity: People like people who help them. It sounds simple, and it is, but it’s also a powerful tool for business growth, especially if you’re in a commoditized space with a number of competitors. 

Word of mouth: Not everyone who benefits from your content will be able to buy from you – immediately or ever. But the somewhat ironic thing about creating content without the intent to sell is that it often ends up helping you sell after all – due in large part to grateful followers telling others about you.

We mentioned above that it’s difficult to track whether your educational posts are being shared through private channels like Slack, Teams, email or DMs. But there are ways to determine if changing your social media strategy from you-centric to audience-centric is having a positive impact on growth and revenue:

  • Track number of followers on LinkedIn. Is it growing? More importantly, is the number of followers in your target audience growing?
  • Look for qualitative indicators, like engagement in the comments from followers that match your ideal client profile.
  • Pay attention to number of website visitors, especially via direct traffic or branded searches. These should increase as you ramp up your valuable, educational posts.
  • Add an open text, ‘How did you hear about us?’ field to your demo or contact us form. People will report whatever their most memorable interaction was with you and your content.

As with any change you make in marketing, don’t expect to see results overnight. Give your audience-focused social media strategy at least six months to start making a difference.