Educate
Planning explainers
RRSP vs TFSA, CPP timing, corporate investing, estate basics. Written for the clients you want, not for other advisors.
Services / Social media
Social media marketing for financial advisors
Social media rarely closes the relationship on its own. What it does is keep your name in front of prospects, referrals and clients between meetings, so when they're ready to talk, you're the advisor they think of. We write it, we publish it, and it passes compliance.
See plans
→ From $300 / month
24
posts a month, each shared to LinkedIn, Instagram and Facebook.
0
posts you have to write, design, schedule or publish yourself.
3
channels kept active and consistent, every week of the year.
What social media actually does for an advisor.
Every referral, every lead and every seminar attendee looks you up before they call. Your feed is part of that check.
Consistency builds recognition
An active presence means people see your name more often and remember your practice when the moment comes.
Helpful content builds trust
Thoughtful posts on retirement, tax and planning give prospects another reason to feel confident in your expertise.
It supports everything else
Leads from ads and search check your LinkedIn. A live, credible feed lifts the conversion rate of every other channel.
What shows up in your feed
Educational, specific to your audience, and compliance approved before it publishes. Nothing for you to review.
Position
Who you help and how
Posts that make your niche obvious: business owners, physicians, pre-retirees. Specialists get remembered and referred.
Timely
Seasonal and in-the-news
Tax season, budget announcements, contribution deadlines, market context. Relevant without being reactive.
Human
Your voice and your practice
Perspective posts, milestones and community involvement that show there's a person behind the credentials.
Convert
Soft calls to action
Invitations to a guide, a seminar or a conversation, spaced so your feed never reads like an ad.
Growth plan
Video and boosted reach
One short video a month plus boosted posts that put your strongest content in front of people beyond your followers.
Two plans. Both hands-off.
Basic keeps you consistent. Growth reaches beyond your followers. Either way, nothing lands on your to-do list.
Basic Done for you
Stay consistent
$300 / month
8 social media posts per month, each shared to Instagram, Facebook and LinkedIn, designed to keep your brand active and consistent.
- ✓Content tailored to your audience and niche
- ✓Compliance approved before it publishes
- ✓Published for you on schedule
- ✓No contract, cancel anytime
Growth
Reach beyond your followers
$800 / month
Everything in Basic, plus 1 video each month, boosted posts and a brief monthly report. Boosting helps your strongest content reach the right people beyond your current followers.
- ✓Everything in Basic
- ✓1 short video per month
- ✓Boosted posts to targeted local audiences
- ✓Brief monthly report
Which one?
Basic if you mainly need your existing network and referrals to see you active. Growth if you want new local people discovering you.
Saves time
A managed plan keeps your channels active without you creating content every week.
Pairs well with
SEO & AEO/GEO and paid advertising. Social is the layer that keeps you visible while those channels do the heavy lifting.
Social media questions from advisors
Is the content compliant for a financial advisor in Canada?+
Yes. Every post goes through our compliance process before it publishes: educational, no performance claims, no product recommendations. It arrives on your channels ready to go.
Do I have to approve every post?+
No. Each post is already compliance approved when it publishes. You never write, design, schedule, review or publish anything.
Will social media get me clients?+
On its own, rarely. What it does is make every other channel work better: referrals who check you out, leads from ads, people who found you on Google. A live, credible feed keeps you top of mind until they're ready to talk.
Is the Basic plan really done for me?+
Yes. Subscribe, give us access to your accounts, tell us about your practice, and we write, design and publish for you. Nothing to approve, nothing to schedule. See the social content page for details.
Which platforms matter most for advisors?+
LinkedIn for business owners, professionals and executives. Facebook for pre-retirees and local community reach. Instagram for a more personal, visual presence. We cover all three so you're present wherever your prospects look.
Can I still post my own content?+
Of course. Our posts form the consistent baseline; anything you add on top, like a client event or a personal milestone, only makes the feed stronger.
Marketing insights
Ready to stop feeling guilty about not posting?
Get started today, or book a meeting to talk through the Growth plan and how social fits with the rest of your marketing.
Our Basic plan is done for you, start to finish.
For $300 a month, subscribe, give us access to your accounts, tell us who you serve and which topics matter to you, and compliant, relevant content is written and published to your channels. You don't lift a finger. Read: why we're building Bright Draft.