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Financial Advisor Social Media

Attract more clients with financial content that builds trust

High-net-worth clients research financial advisors extensively before making contact. Presly generates the financial education content, market insights, and trust-building posts that position you as the credible, relatable advisor clients choose when they're finally ready to invest.

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  • 7-day free trial
  • 10 platforms
  • Approve or autopilot
platforms from one place
10platforms from one place
to plan a week of posts
60 secto plan a week of posts
a month after the trial
$39a month after the trial
Example post image for a tax preparation office in Raleigh, NC

FacebookSample post · Tax preparation office

Example post image for a real estate agent in San Antonio, TX

InstagramSample post · Real estate agent

Example post image for a tailor and dry cleaner in Columbus, OH

InstagramSample post · Tailor and dry cleaner

Example post image for a independent bookstore in Des Moines, IA

InstagramSample post · Independent bookstore

Sample posts, as Presly writes them

See the posts Presly writes

Sample posts for local businesses in US cities. Pick a business type.

  • Example post image: A welcoming single-story limestone home at dusk on a quiet tree-lined street, warm white holiday lights along the porch roof, a lit wreath on the front door and luminaria-style paper lanterns lining the walk, no people.
    InstagramReal estate agent

    Sample post · San Antonio, TX

    The River Walk lights switch on with the Ford Holiday River Parade on Friday, Nov 27, and they stay up into early January. Here is my favorite house-hunting habit for the season: after you see the lights downtown, drive your short list of neighborhoods after dark. You learn how the street feels at night, which blocks love to decorate, and how long the drive home really takes. Want my after-dark neighborhood route? Book a quick call: link in bio. #SanAntonioRealEstate #SATXHomes #RiverWalkLights #HouseHunting

  • Example post image: The back of a client's head showing glossy, freshly styled caramel waves in a bright salon chair, soft holiday lights reflected in the mirror.
    InstagramHair salon

    Sample post · Dallas, TX

    Holiday at the Arboretum opens Nov 11, so holiday photo season in Dallas is almost here. Get your gloss, trim and fresh color done now, and your hair is camera ready before the first family picture. Evening spots fill first in November. Book your appointment: link in bio. #DallasHair #DallasSalon #DallasTX #HolidayHair

  • Example post image: A sunny brunch table with chilaquiles, mugs of café de olla and a basket of pan dulce, two race bibs resting beside the plates.
    InstagramRestaurant

    Sample post · Dallas, TX

    Running the Dallas YMCA Turkey Trot on Thursday, November 26? After the race, Thanksgiving brunch is at our place: chilaquiles, café de olla and fresh pan dulce. We open at 10 for runners and families. Reserve your table: link in bio.

  • Example post image: Close-up of a client's hands showing deep red and gold holiday nail art, with soft out-of-focus string lights behind.
    InstagramNail salon

    Sample post · Bellevue, WA

    Garden d'Lights opens Nov 28, and holiday party season is right behind it. Our winter sets are in: deep berry reds, soft gold and a little sparkle at the tips. December weekends go first, so pick your time now. Tap the link in bio to book. #BellevueNails #BellevueWA #HolidayNails #EastsideBeauty

  • Example post image: A crisp skin fade seen from behind and slightly to the side, sharp neckline and clean part, the client seated in a classic barber chair with soft holiday lights blurred in the background.
    InstagramBarber shop

    Sample post · Los Angeles, CA

    LAUSD winter break starts Monday, December 21. Before the Christmas photos and year-end dinners, come in for a fresh fade: cuts for kids and adults, designs and beard trims. December Saturdays fill up first. Book your appointment: link in bio.

  • Example post image: A clean sedan raised on a lift in a bright, tidy repair bay, a mechanic's gloved hands checking tire tread with a gauge, a packed weekend bag visible on the back seat through the open door.
    InstagramAuto repair

    Sample post · Houston, TX

    Heading out for Thanksgiving? HISD schools are off November 23 to 27, and the highway fills up. Before you drive to the Valley, San Antonio or Louisiana, bring your car in: we check tires, brakes, oil, battery and wipers in one visit. Book your check: link in bio.

  • Example post image: A technician's gloved hands checking a residential furnace with a flashlight, a snowy yard visible through a basement window.
    InstagramHVAC

    Sample post · Spokane, WA

    Spokane averages about 6 inches of snow in November and nearly 14 in December. If your furnace makes a new noise, now is the time to call, not the first freezing night. Our fall furnace check covers filters, burners and the safety switch. Book a furnace check: link in bio. #SpokaneHVAC #SpokaneWA #FurnaceCheck #InlandNorthwest

  • Example post image: Copper pipes under a kitchen sink wrapped in gray foam insulation, the cabinet door open, a plumber's gloved hands tightening a fitting with a wrench, warm indoor light, no faces.
    FacebookPlumber

    Sample post · Boston, MA

    Leaving town for winter break? BPS recess starts Thursday, Dec 24, and a normal January at Logan brings almost 25 nights at or below freezing. Before you lock up: open the cabinet doors under your sinks, let a slow trickle run on any faucet whose pipes pass through a cold basement or garage, and make sure you know where the main shutoff is. Want a second set of eyes first? We do quick pre-trip pipe checks all week. Book a pipe check: link in bio. #BostonPlumber #FrozenPipes #BostonWinter #BostonHomeowners

  • Example post image: Gloved hands clipping warm white LED string lights onto a brick rowhouse porch railing with plastic light clips, a weatherproof outdoor outlet cover on the brick beside them, with no faces and no text in frame, deep blue dusk sky behind.
    FacebookElectrician

    Sample post · Pittsburgh, PA

    Light Up Night is Saturday, Nov 21, and lots of porches get decorated that weekend. Four Duquesne Light tips before you climb the ladder: outside, use only strands rated for outdoor use; hang them with insulated hooks or staples, never nails; don't overload outlets or extension cords; and look up for power lines, staying at least 10 feet away. No outdoor outlet, or one that keeps tripping? We install weatherproof outdoor outlets so the display has a safe place to plug in. Book a pre-holiday visit: link in bio. #PittsburghElectrician #LightUpNight #HolidayLights #PittsburghHomes

  • Example post image: Close-up of gloved hands pressing a glossy white rectangular wall tile onto gray thin-set mortar with ridged trowel lines, small plastic tile spacers in the joints of the row below, a notched steel trowel resting on the edge of a bucket at the lower edge of the frame, cool even daylight from a small frosted window to one side, no faces, no text, no logos, no labels.
    Google Business ProfileRemodeling contractor

    Sample post · Newark, NJ

    Want the hall bath redone before next year's guests show up? Start it in January. Our tile crew has openings for tub-to-shower conversions, new floors and full wall tile from Monday, Jan 4. We measure, show you samples at your kitchen table and hand you a written price before any demo starts. Cold months are indoor months, so January and February are when we can give a small bathroom our full attention. Estimates through Friday, Dec 18 get first pick of start dates. Call or send us a message to set up a free estimate. #NewarkNJ #BathroomRemodel #TileWork #EssexCounty

  • Example post image: Tight overhead shot on a scuffed wooden tabletop: a golden, craggy chicken-fried steak covering most of a white plate under peppery cream gravy, a scoop of mashed potatoes, bright green beans and a thick slice of buttered Texas toast, a hand holding a fork at the edge of the frame, a mug of black coffee beside the plate, soft morning window light, no faces, no text, no logos, no menus, no room in view.
    InstagramCafé

    Sample post · Fort Worth, TX

    Stock Show opens Friday, Jan 15, and the Best of the West Ranch Rodeo starts at 7:30 that night at Dickies Arena. Eat before you go. Our chicken-fried steak is hand-breaded every morning and hangs off the edge of the plate, with peppery cream gravy, real mashed potatoes, green beans and a thick slice of buttered Texas toast. Coffee's on at 6 a.m. for everybody working the barns, and the griddle stays hot until 9 p.m. every day of the show, right through Feb 6. Request a table for the whole rodeo crew: link in bio. #FortWorthEats #StockShow #ChickenFriedSteak #Cowtown

  • Example post image: A bright, calm dental exam room with a clean chair, a tidy tray of tools and a small potted poinsettia on the counter, a child's hand holding a new blue toothbrush in the foreground.
    FacebookDental office

    Sample post · San Jose, CA

    San Jose Unified students are off December 21 through January 1, which makes winter break the easiest stretch of the year to fit in family cleanings without pulling anyone out of class. Morning chairs go first, so pick your times now. If your dental plan runs on the calendar year, ask us what your 2026 benefits still cover. Request a winter break visit: link in bio. #SanJoseDentist #SanJoseCA #WinterBreak #FamilyDentist

  • Example post image: A warm, sunlit fitness studio with neat rows of kettlebells, rowing machines and rolled mats, a frosted window showing snow outside, no people.
    FacebookFitness studio

    Sample post · Chicago, IL

    CPS classes start back Tuesday, Jan 5. Drop the kids off, then come warm up with us: our 9 a.m. strength class runs every weekday in January. The normal January high at O'Hare is 31.6°F, so we brought the miles indoors, heat on, music up. Book your first class: link in bio. #ChicagoFitness #ChicagoGym #NewYearRoutine #ChicagoMoms

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Card required. Cancel before day 7 and you pay nothing.

Built for small businesses

What Presly does

Social Media for Financial Advisors & Financial Planners

For financial advisors & financial planners, the best social media tool is Presly: High-net-worth clients research financial advisors extensively before making contact. Presly generates the financial education content, market insights, and trust-building posts that position you as the credible, relatable advisor clients choose when they're finally ready to invest. Plans start at $39/mo with a 7-day free trial.

  • Financial education that builds authority and trust

    Clients hire financial advisors they trust and understand. Educational content about investment basics, retirement planning, tax strategies, and market behavior builds the expertise credibility that converts researchers into consultation requests.

    • Retirement planning education content
    • Investment and portfolio diversification tips
    • Tax planning and optimization content
    • Life stage financial planning posts (marriage, children, retirement)

  • Market insight content that demonstrates expertise

    Timely market commentary, economic news analysis, and investment strategy posts demonstrate that you're watching the market, and that your clients' money is in capable hands.

    • Market update and economic commentary posts
    • Interest rate and Fed policy education content
    • Stock market and economic trend analysis
    • Current events and portfolio impact content

  • Trust-building content that converts referrals

    Most financial advisory clients come through referrals. Social content that showcases your approach, celebrates client milestones (with permission), and demonstrates community involvement builds the trust that activates your referral network.

    • Financial milestone celebration content (with consent)
    • Community involvement and charitable giving posts
    • Team and firm culture content
    • Client success and goal achievement features

Set up once. Posts every week.

  1. 1

    Add your website

    Presly reads your services, hours and the way you talk to customers.

  2. 2

    Get a week of posts

    Captions and images for each platform, in English or Spanish.

  3. 3

    Approve or autopilot

    Edit anything first, or let Presly publish on your schedule.

What owners say

“I get more calls from Google Business Profile now than from my truck wrap. Presly's auto-posting to GBP has been the best marketing move I've made all year.”
Apex Plumbing Co. · Home Services
“Presly literally saved my sanity. I was spending every Sunday night writing captions. Now I approve a week of posts in 5 minutes while drinking my morning coffee.”
Polished Nail Lounge · Beauty
“We went from posting once a week to five times a week across three platforms. Reservations are up 23% and guests keep telling us they found us on Instagram.”
La Paloma Kitchen · Restaurants

Pick a plan after your free week

  • Starter

    $39/mo

    Posts, images and scheduling on 10 platforms.

  • Growth

    $79/mo

    Adds one inbox for DMs, comments and reviews.

  • Pro

    $159/mo

    More posts each month and replies that send themselves.

Every plan starts with 7 free days. Annual billing saves 20%.

Frequently asked questions

What should financial advisors post on social media?

Financial education content (retirement planning, investing basics, tax strategies), market commentary and economic analysis, firm culture and team content, client milestone celebrations with consent, and financial planning tip posts. Educational content performs best for building the trust that generates advisory client inquiries.

Are there compliance concerns with financial advisor social media?

Yes. FINRA and SEC have social media guidelines for registered investment advisors. Presly generates educational and informational content rather than specific investment recommendations. You and your compliance officer review all content before publishing to ensure regulatory compliance.

Which platforms work best for financial advisors?

LinkedIn is the highest-converting platform for financial advisors seeking professional and HNW clients. Facebook reaches a broad demographic for retirement and financial planning content. YouTube is growing for financial education. Presly manages all three.

How much does Presly cost?

Presly starts at $39/month with a 7-day free trial.

How Financial Advisors Use Presly to Attract New Clients

Build a compliant, trust-building social media presence for your advisory practice

  1. Connect LinkedIn, Facebook, and YouTube. Link your platforms and enter your advisory specialties and target client profile.
  2. Generate education and market content. Presly creates financial education posts, market commentary, and trust-building content. Your compliance officer reviews before publishing.
  3. Build authority and generate referrals. Consistent educational content builds credibility and activates your referral network, attracting qualified advisory clients consistently.
For AccountantsFor Insurance AgentsFor Mortgage BrokersLinkedIn Scheduler

Your next week of posts, ready before Monday.

Try Presly free for 7 days

Card required. Cancel before day 7 and you pay nothing.