If youâre a financial advisor on LinkedIn, you already know how crowded the space is. Everyoneâs giving advice, quoting Buffett, or posting charts. But the advisors who really stand out donât just post about financeâthey post like humans who happen to know finance well.
Hereâs how I think about it: your content should build three thingsâcredibility, trust, and visibility. Everything you post should fit into one of those buckets. Letâs break them down with examples you can actually use.
Educational posts: Make finance simple
We forget how confusing money talk can be. Your job here isnât to sound smartâitâs to make people feel smart. Explain things in plain English.
- Inflation feels like a faraway concept until your grocery bill doubles. Hereâs what inflation really means for your savings and what to do about it.
- Everyone talks about retirement, but few review their plan yearly. Here are three simple steps to check if your current plan still works.
- People think investing is only for the rich. Iâll show you how starting with just ÂŁ10 can change your financial future.
- The word âbudgetâ scares most people. What if I told you budgeting isnât about restrictionâitâs about freedom? Letâs break down how.
- Youâve probably heard âdiversify your portfolio.â But what does that actually look like for a working parent earning ÂŁ1,500 a month? Hereâs a simple breakdown.
If you want to add more authority, link to credible sources. For example, OECD data shows that most people (61%) in advanced economies still lack basic financial literacy. Posts that educate build real goodwill because youâre fixing that gap.
Storytelling posts: Show the human behind the suit
Numbers are useful, but stories build trust. Share real momentsâpersonal lessons, client experiences (anonymized), or even your own mistakes.
- A client once came to me feeling crushed by debt. What surprised me wasnât her balanceâit was what caused it. Hereâs what happened and what we learned.
- I once made a âsmartâ investment that cost me more than I could afford. It took me years to admit why. Hereâs the story I wish someone had told me earlier.
- A widow came to me with no savings, just fear. What we did together over the next year restored more than her finances. It restored her confidence.
- Early in my career, I thought spreadsheets could fix anything. Then one client taught me that trust matters more than returns.
- I helped a young teacher save for her first home. The day she got her keys, she sent me a photo. That single message changed how I see my job.
Stories show empathy, not just expertise. People want to work with someone who gets it, not someone who just talks about it.
Data and insight posts: Lead with facts
LinkedInâs full of opinions. Data gives you weight. Use stats to make your point sharper.
Insight | What it means |
60% of Gen Z investors prefer ETFs | They want simplicity and transparency |
45% of Americans will run out of money in retirement | Planning gaps still exist |
Interest rates up 1% | Monthly payments remain the same on a fixed-rate mortgage |
1 in 5 adults have less than ÂŁ1,000 in emergency savings | The basics are still broken |
Here are some post ideas and examples financial advisors can lead with:
- Gen Z is investing faster than any generation beforeâbut not how you think. Hereâs what their ETF obsession means for your practice.
- 45% of retirees worry theyâll run out of money in retirement. Hereâs why this is a problemâand how to avoid it.
- Interest rate rises can affect your mortgage paymentsâif youâre on a floating rate. Letâs unpack how that might affect your cash flow.Â
- One in five adults have less than ÂŁ1,000 in emergency savings. Hereâs how to build up your financial cushion without a large income.
Even a short data-backed post helps you sound more grounded than someone just sharing âthoughts.â
Opinion posts: Take a stand
Advisors who grow fast on LinkedIn donât just explainâthey take positions. You donât need to be controversial, just clear.
- Everyoneâs worried AI will replace financial advisors. I think itâll only replace the lazy ones. Hereâs why the rest of us will be fine.
- Most advice starts with âsave more.â Thatâs bad advice for most people. Hereâs whyâand what to focus on instead.
- Financial planning isnât about mathâitâs about empathy. Iâll prove it with one story from a client who changed how I work.
- People think risk tolerance is about personality. Itâs actually about purpose. Let me explain.
- The finance world rewards confidence more than competence. Thatâs why clients get burnedâand how we can change it.
Your opinions show how you think. Thatâs how clients decide if they align with you.
Tips and FAQs: Meet people where they are
Some of your best posts will answer questions clients already ask you every week.
- âShould I pay off my mortgage early or invest instead?â Hereâs how I help clients decide.
- âHow do I talk to my partner about money without fighting?â This one question has saved more marriages than any spreadsheet.
- âWhatâs the difference between a financial plan and an investment plan?â Iâll show you why the distinction matters more than you think.
- âIs now a good time to invest?â Letâs unpack what that question really meansâand the one you should ask instead.
- âHow much do I actually need to retire?â Letâs break that down in plain language with real numbers.
You could turn each question into a short post. Keep it conversational.
Proof and credibility posts: show the receipts
Sometimes you need to remind people youâre not just talk. Share social proof the right way.
- A small business owner came to me exhausted and ready to quit. Two years later, sheâs retired comfortably. Hereâs what changed.
- I once helped a young couple turn a ÂŁ3,000 monthly income into a mortgage-free home in under a decade. It started with one conversation.
- Fifteen years in this business has taught me one thing: the best financial plans are boring. Hereâs why thatâs a good thing.
- I gave a talk last week to a room of students who thought investing was for the rich. Their questions reminded me why education matters.
- We just hit our 100th client milestone. Instead of bragging, I want to share one lesson that got us here.
People buy trust, not services.
Conversation starters: donât just broadcast
LinkedIn rewards conversations. Posts and polls that invite replies often outperform static advice.
- Whatâs one money habit you wish youâd learned earlierâand why?
- Which is harder for you: saving or sticking to a budget?
- Do you believe everyone needs a financial advisorâor can most people DIY it?
- Whatâs the best financial advice you ever gotâand did it actually work?
- When it comes to money, whatâs one belief youâve changed your mind about in the last year?
These spark dialogue and show youâre open to listening, not just talking.
Seasonal and timely posts: Stay relevant
Tie your advice to whatâs happening. It keeps your content useful and visible.
- Year-end checklist: Five quick reviews that can save you money and stress.
- Tax season is coming. Hereâs what to do before your accountant calls.
- Inflationâs not slowing down. Hereâs how to adjust your 2026 budget before it hits harder.
- December bonuses are excitingâand risky. Hereâs the smartest way to use yours.
- The new tax year brings policy shifts. Hereâs what they mean for your savings goals.
Link your expertise to current moments like holidays, tax changes, rate announcements. It shows youâre paying attention.
Personal brand posts: Let people see you
People donât connect with titlesâthey connect with values and stories.
- I didnât become a financial advisor to get rich. I did it because my parents made every money mistake possible. I wanted to help others avoid that.
- Iâve helped hundreds of families plan for retirement. The biggest lesson? Itâs rarely about money.
- I used to think success meant numbers. Now I think itâs peace of mind. Hereâs what changed that view.
- These three books shaped how I think about financeâand life.
- The hardest part of my job isnât the math. Itâs telling people the truth when they donât want to hear it.
Let your personality show. The more you sound like you, the more people trust you.
Visual explainers: Make finance easy to see
Money is abstract. Visuals make it concrete.
- A simple infographic showing how compound interest works over 20 years.
- A carousel: five ways to recession-proof your savings before 2026.
- A short explainer video showing the difference between gross and net returns.
- A chart comparing investment growth with and without monthly contributions.
- A short whiteboard video showing how to calculate your savings rate.
You donât need fancy graphics; clarity beats design every time. Use tools like Napkin AI, Canva, or Powerpoint/Google Sheets to make your case.
Final thoughts
LinkedIn isnât about showing off, but about showing up. If you keep posting across these categoriesâeducating, storytelling, sharing insights, and starting real conversationsâyouâll stand out fast.
If youâd like help creating content like this for your brand, we do this every day at Column. We help financial advisors build trust and attract clients through content that sounds human, not corporate. Get in touch today.
Mo is the founder and CEO of Column, helping leaders shape public opinion through content and research. Connect with him on LinkedIn.