Are you on Instagram? I get asked frequently by clients in #financialservices whether they need to be on this platform. According to recent Sprout Social, Inc. statistics, an estimated 71% of US businesses use Instagram. Additionally, small businesses currently make up the majority of Instagram advertisers and business profiles. When it comes to Instagram in the financial sector, it becomes a handy tool for firms to really show (not tell) how relatable they are and gives them much more flexibility in their storytelling. I've put together a short slide deck to give you some tips as to how to start a presence there. Instagram is somewhat of uncharted territory for financial advisors but it is an engaging #socialmedia platform and, when used correctly, it can really grow the brand of your financial company and help others to connect and engage with your firm on a positive level. (A downloadable PDF version is available in our The Link Tank platform: https://app.thelinktank.co.uk/share/qRuh5NtE7TAH9I7j?utm_source=manual)

1. HOW TO USE
INSTAGRAM FOR
YOUR FINANCIAL
PLANNING BUSINESS
www.trevisansocial.com

2. We understand that adding yet another
social media platform to the mix can be a
headache but even more importantly
– what’s the return on investment
and how can the potential of it be
maximised?

3. Images do a much better job of telling a
story than just writing about it.
Show, Don’t Tell

4. Using hashtags on any social media
platform essentially help users find what
they’re searching for.
#instagram #financial #planning
Use Hashtags the
right way
2

5. The network was ultimately created for people
to share photos and that’s it.
Create Good Visuals
3

6. On average, the best time to post on
Instagram is between 2 PM and 3 PM CDT.
The best day to post on Instagram is
Thursday, not just at 3 PM, but at 5 AM, 11
AM, and 4 PM as well.
Post at the right times
4

7. Running contests is another way for your firm to get more involved with your followers on
Instagram and interactive participation is a great way to show that there is a “real person”
behind the account who wants to connect with others.
Consider Hosting a Contest
5

8. Instagram is a great platform to share
moments like what ways your employees
are making your community a better place
for everyone.
Use it to Build Positive PR
6

9. 7
it is a good idea to engage with others
as being deeply rooted in your local
community can often be a large part of
a firm’s brand strategy.
Connect With your
Local Community
Sam Robertson | Digital Design Manager
To create a stunning presentation, it's best to
simplify your thoughts. Start with an outline.
Jeffrey Phillips | Web Designer
It serves a variety of purposes, making
presentations powerful tools for teaching.
Sasha Joyner | UI/UX Developer
You can then organize them into your
introduction, your main content, and conclusion.

10. It’s always a good idea to link your
company’s Instagram account with your
other social channels, as this is a great
way to boost engagement across all of
the channels with one post.
8
Boost Engagement

11. When used correctly, it can really grow the
brand of your financial company and
– help others to connect and
engage with your firm on a
positive level.

12. For bespoke LinkedIn marketing
advice schedule an initial phone
consultation here:
https://calendly.com/melaniegoodmantrevisan/linkedin-diagnostic-call