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Tailored Social Media Solutions for Financial Advisers

SM Advice

Why You Need a Social Media Presence

In today’s digital landscape, having a robust social media presence is essential for everyone—from advisers just starting out to established business owners seeking to maintain consistency across their teams. Here’s why it matters:


  • Engage and Connect - Maintain connections with clients, prospects, and referrals, keeping you top-of-mind.
  • Boost Your Visibility - Share valuable content to enhance your brand’s visibility and establish trust.
  • Create Lasting Value - Showcase your expertise and dedication through consistent social media management.
  • Manage Growth - Nurture relationships and ensure consistent messaging as your client base expands.
  • Speed of messaging - speaking to your clients about key news before they ask you can be a strong value add to your business. 

Unlock Visibility and Growth

At SM Advice, we help you maintain visibility and credibility with prospects, clients, referrals, and introducers. We offer a range of content tailored to engage your audience effectively across various platforms. Our content includes:


  1. Key Client Life Stages: Targeted content for different life stages, such as Income Protection advice for individuals in their early 20s, Mortgage or Remortgage support for first-time buyers or those moving, and pension content for those starting their journey or approaching retirement.
  2. Awareness Date Celebrations: Engaging posts to commemorate significant awareness dates, including New Year’s, Christmas, Mental Health Day, and Cancer Awareness Day.
  3. Client Wins: Sharing client success stories, including pictures or testimonials submitted directly from clients.
  4. Internal Celebrations: Highlighting milestones within the business, such as anniversaries, birthdays, and team meetings.
  5. Key Financial Dates: Informative posts about important financial events, including interest rate changes, budget announcements, and new tax allowances.
  6. Motivational Quotes: Inspiring quotes to motivate and connect with your audience.
  7. Glossary of Terms: Educational content featuring an A to Z of Protection, Mortgages, and Wealth Management terminology.

Our Packages

We offer three tailored service packages to suit your needs:

Lite

Lite

Lite

  • Management of one account from Facebook, X, Instagram, or LinkedIn
  • Two posts per week consistently and regularly 
  • Summary every six months to review activity and engagement

Core

Lite

Lite

  • Management of two accounts from Facebook, X, Instagram, or LinkedIn
  • Two posts on each platform per week consistently and regularly 
  • Summary every three months to review activity and engagement
  • Engagement with followers

Premier

Included in All Packages

Included in All Packages

  • Management of three accounts from Facebook, X, Instagram, or LinkedIn
  • Three posts on each platform per week consistently and regularly 
  • Summary every month to review activity and engagement
  • Engagement with followers


Included in All Packages

Included in All Packages

Included in All Packages

  • Support with any internal approval processes
  • Collaboration with existing marketing systems or content providers
  • Flexibility for additional posts
  • A commitment to donate from our profits to a chosen charity, supporting our social responsibility goals

NEW | We are now able to support multi-lingual Social Media content

We’re Here to HELP

At SM Advice, we are dedicated to enhancing your social media presence while helping you engage effectively with your clients. Let us partner with you to achieve your social media goals!

Get Started Today
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