What should financial services practices be posting on LinkedIn

Nov 10, 2023 | Blog | 0 comments

What should you be posting on LinkedIn

LinkedIn has emerged as a cornerstone platform for professionals in the financial services sector. It’s a place not only to network but also to establish your practice’s voice, share expertise, and engage with both current and potential clients. For financial advisers and financial advice practices, the content shared on LinkedIn should reflect professionalism, industry knowledge, and the value you bring to clients. Curating and scheduling the right content mix to achieve these goals.

1. Industry Insights and Analysis

Market Trends

Share your analyses and insights on current market trends. Posts that explain complex financial news in layman’s terms can position you as a thought leader.

Regulatory Changes

Keep your network informed about regulatory changes and what they mean for investors, reinforcing your role as a trusted adviser.

2. Educational Content

Financial Literacy

Educational posts that improve financial literacy can be highly beneficial. Topics might include investment principles, tax planning, or retirement strategies.

How-to Guides

Step-by-step guides on financial processes or decision-making can provide tangible value to your clients and prospects.

3. Company News and Updates

Achievements and Milestones

Celebrate company milestones or awards on LinkedIn. This not only shares your success but also instils confidence in your services.

Company Culture and Behind-the-Scenes

Posting about company culture or showcasing your team can humanise your practice and make it more relatable.

4. Client Success Stories


With permission, share client testimonials that illustrate how your services have positively impacted clients’ financial health.

Case Studies

In-depth case studies can demonstrate your problem-solving skills and client-centred approach, telling a story of success and expertise.

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5. Thought Leadership

Opinion Pieces

Publish opinion pieces on industry trends or forecasts, which can spark conversations and interactions.

Articles and Blogs

Post articles or blogs that you’ve authored to direct traffic to your website and improve your visibility and credibility.

6. Interactive Content

Polls and Surveys

Engage your network with polls and surveys to gather opinions on financial topics, which can increase engagement and provide insights into your audience’s interests.

Q&A Sessions

Announce Q&A sessions where you address common financial questions or concerns, establishing an interactive platform for engagement.

7. Using SISOMA for Content Management

Content Scheduling

Utilise Social Media Management Tools, such as SISOMA, Hootsuite or SocialPilot to schedule your posts for optimal times, ensuring your content reaches the maximum audience.


Leverage analytics tools to assess the performance of your LinkedIn content, refining your strategy for better engagement and reach.

LinkedIn is an invaluable platform for financial services practices looking to engage with a professional audience. By sharing a balanced mix of industry news, educational material, company updates, client stories, and thought leadership content, you can establish a strong LinkedIn presence. Ensure you plan, schedule, and analyse your LinkedIn strategy to stay ahead in the competitive financial services landscape.

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