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Financial Advisors: 50 Easy LinkedIn Posts You Need to Try

Picture of Mo Shehu, PhD

Mo Shehu, PhD

Learn how financial advisors can use LinkedIn content marketing to attract clients and grow visibility with storytelling and tips.

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Table of contents

If you’re a financial advisor on LinkedIn, you already know how crowded the space is. Everyone’s giving advice, quoting Buffett, or posting charts. But the advisors who really stand out don’t just post about finance—they post like humans who happen to know finance well.

Here’s how I think about it: your content should build three things—credibility, trust, and visibility. Everything you post should fit into one of those buckets. Let’s 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 isn’t to sound smart—it’s to make people feel smart. Explain things in plain English.

  1. Inflation feels like a faraway concept until your grocery bill doubles. Here’s what inflation really means for your savings and what to do about it.
  2. Everyone talks about retirement, but few review their plan yearly. Here are three simple steps to check if your current plan still works.
  3. People think investing is only for the rich. I’ll show you how starting with just £10 can change your financial future.
  4. The word ‘budget’ scares most people. What if I told you budgeting isn’t about restriction—it’s about freedom? Let’s break down how.
  5. You’ve probably heard “diversify your portfolio.” But what does that actually look like for a working parent earning £1,500 a month? Here’s 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 you’re fixing that gap.

Storytelling posts: Show the human behind the suit

Numbers are useful, but stories build trust. Share real moments—personal lessons, client experiences (anonymized), or even your own mistakes.

  1. A client once came to me feeling crushed by debt. What surprised me wasn’t her balance—it was what caused it. Here’s what happened and what we learned.
  2. I once made a “smart” investment that cost me more than I could afford. It took me years to admit why. Here’s the story I wish someone had told me earlier.
  3. 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.
  4. Early in my career, I thought spreadsheets could fix anything. Then one client taught me that trust matters more than returns.
  5. 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

LinkedIn’s full of opinions. Data gives you weight. Use stats to make your point sharper.

InsightWhat it means
60% of Gen Z investors prefer ETFsThey want simplicity and transparency
45% of Americans will run out of money in retirementPlanning 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 savingsThe basics are still broken

Here are some post ideas and examples financial advisors can lead with:

  1. Gen Z is investing faster than any generation before—but not how you think. Here’s what their ETF obsession means for your practice.
  2. 45% of retirees worry they’ll run out of money in retirement. Here’s why this is a problem—and how to avoid it.
  3. Interest rate rises can affect your mortgage payments—if you’re on a floating rate. Let’s unpack how that might affect your cash flow. 
  4. One in five adults have less than £1,000 in emergency savings. Here’s 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 “thoughts.”

Opinion posts: Take a stand

Advisors who grow fast on LinkedIn don’t just explain—they take positions. You don’t need to be controversial, just clear.

  1. Everyone’s worried AI will replace financial advisors. I think it’ll only replace the lazy ones. Here’s why the rest of us will be fine.
  2. Most advice starts with “save more.” That’s bad advice for most people. Here’s why—and what to focus on instead.
  3. Financial planning isn’t about math—it’s about empathy. I’ll prove it with one story from a client who changed how I work.
  4. People think risk tolerance is about personality. It’s actually about purpose. Let me explain.
  5. The finance world rewards confidence more than competence. That’s why clients get burned—and how we can change it.

Your opinions show how you think. That’s 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.

  1. “Should I pay off my mortgage early or invest instead?” Here’s how I help clients decide.
  2. “How do I talk to my partner about money without fighting?” This one question has saved more marriages than any spreadsheet.
  3. “What’s the difference between a financial plan and an investment plan?” I’ll show you why the distinction matters more than you think.
  4. “Is now a good time to invest?” Let’s unpack what that question really means—and the one you should ask instead.
  5. “How much do I actually need to retire?” Let’s 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 you’re not just talk. Share social proof the right way.

  1. A small business owner came to me exhausted and ready to quit. Two years later, she’s retired comfortably. Here’s what changed.
  2. 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.
  3. Fifteen years in this business has taught me one thing: the best financial plans are boring. Here’s why that’s a good thing.
  4. 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.
  5. 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: don’t just broadcast

LinkedIn rewards conversations. Posts and polls that invite replies often outperform static advice.

  1. What’s one money habit you wish you’d learned earlier—and why?
  2. Which is harder for you: saving or sticking to a budget?
  3. Do you believe everyone needs a financial advisor—or can most people DIY it?
  4. What’s the best financial advice you ever got—and did it actually work?
  5. When it comes to money, what’s one belief you’ve changed your mind about in the last year?

These spark dialogue and show you’re open to listening, not just talking.

Seasonal and timely posts: Stay relevant

Tie your advice to what’s happening. It keeps your content useful and visible.

  1. Year-end checklist: Five quick reviews that can save you money and stress.
  2. Tax season is coming. Here’s what to do before your accountant calls.
  3. Inflation’s not slowing down. Here’s how to adjust your 2026 budget before it hits harder.
  4. December bonuses are exciting—and risky. Here’s the smartest way to use yours.
  5. The new tax year brings policy shifts. Here’s what they mean for your savings goals.

Link your expertise to current moments like holidays, tax changes, rate announcements. It shows you’re paying attention.

Personal brand posts: Let people see you

People don’t connect with titles—they connect with values and stories.

  1. I didn’t 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.
  2. I’ve helped hundreds of families plan for retirement. The biggest lesson? It’s rarely about money.
  3. I used to think success meant numbers. Now I think it’s peace of mind. Here’s what changed that view.
  4. These three books shaped how I think about finance—and life.
  5. The hardest part of my job isn’t the math. It’s telling people the truth when they don’t 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.

  1. A simple infographic showing how compound interest works over 20 years.
  2. A carousel: five ways to recession-proof your savings before 2026.
  3. A short explainer video showing the difference between gross and net returns.
  4. A chart comparing investment growth with and without monthly contributions.
  5. A short whiteboard video showing how to calculate your savings rate.

You don’t 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 isn’t about showing off, but about showing up. If you keep posting across these categories—educating, storytelling, sharing insights, and starting real conversations—you’ll stand out fast.

If you’d 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.

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