7 Winning Instagram Strategies for Financial Advisors

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Guest blogger Andre Oentoro shares savvy strategies that will turbocharge your financial advisory prowess and influence on Instagram.

Instagram, once the humble home of latte art and sunset selfies, has transformed into a dynamic stage for businesses across various industries, including the financial services sector. With a staggering 2.35 billion monthly active users, this social media giant is not just for influencers and foodies anymore.

Now, more and more financial advisors are jumping onto the bandwagon to conquer the untapped market. They use video marketing, content marketing, or even paid ads to boost their presence on the platform. Meanwhile, one of their priorities is to simplify complex financial topics, showcase their expertise, and build trust. Leveraging video tools can be the best option.


If you’re a financial advisor yourself, there’s no better time than now to start capitalizing on this platform’s user-friendly features like stories, reels, and live videos to foster meaningful connections with your audiences—or maybe even potential clients.

Let’s break down some of the savvy strategies that will turbocharge your financial advisory prowess and influence on Instagram.

Focus on building a solid audience base

Don’t use the platform for an aggressive marketing strategy. It’s easy to be tempted to find a new client as soon as you use Instagram for your business. But what’s even more important is that you first build a solid audience base. This is where people will not just see your content but also engage with it and share it.

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Building a substantial following on Instagram is about quality over quantity. Start by defining your target audience; in the world of financial advisory, it could be young professionals seeking investment advice or retirees planning their post-career finances.

When you have a solid audience base, you have something more than just a following—you have a thriving community that’s poised to grow with you and trust your expertise.

Show some personality

There are hundreds of Instagram accounts that talk about finance just like you do. What sets you apart from them is your personality—the way you deliver content, engage with your audience, and inject your unique flair into the mix.


Don’t be afraid to reveal the person behind the expert. When you show your personality, you humanize your brand. The result? People find it easier to relate and trust in your financial advice.

So share your personal finance journey, anecdotes, and even the occasional financial fumble. Remember that people connect with real people, not faceless, stuffy firms.

Use your own voice, not industry jargon

Jargon can often be a barrier rather than a bridge. Your goal is to make complex financial concepts accessible, not to dazzle with arcane terminology.  After all, not everyone in your audience will have a finance degree, and even those who do may appreciate your ability to cut through the clutter.

Drop the industry jargon and use your own voice to explain something in simple language that anyone can understand. By using plain language and a conversational tone, you’re not dumbing down your content—you’re making it more accessible and engaging.

Re-create the best-performing content

Not all content is created equal. Some might resonate more deeply with your audience, spark meaningful conversations, and leave a lasting impact, while others may simply get lost in the digital noise.


If you have a specific type of content that performs well in comparison to other types, it means it resonates most with your followers. Maximize its popularity and recreate it—take the essence of those posts and infuse it into new content.

For example, if a social media video talking about the basics of investing received a generous amount of engagement in comparison to your other content types—let’s say a blog—consider creating a series of similar videos delving into more advanced investment topics or exploring related subjects.

Now, the follow-up question would be, “How would you know which content gets the most engagement?” If you use an Instagram business profile, you can get a built-in feature called Insights. That’s where you’ll find a treasure trove of data and analytics to help you dissect your posts’ performance and discover which content truly captivates your audience.

Give a slice of entertainment while still educating

The financial industry is full of those who take themselves too seriously, but on Instagram, a touch of entertainment can go a long way in capturing your audience’s attention.

While educating your followers remains your top priority, injecting a bit of fun and entertainment into your content can make the learning process both engaging and memorable.

Think of your content as a blend of “edutainment.” Balancing education with entertainment maintains the interest of your current followers as well as broadens your appeal to a wider audience, and RemindeMedia’s Branded Posts, one of four tools included in their Digital Marketing Platform, offers exactly the type of edutainment social media users love to see and share.

ReminderMedia’s library of personally Branded Posts includes compliance-friendly information you can use to provide added value to your sphere.

Create bite-sized content

Instagram provides tons of features, such as Reels and Stories, that are designed for short-form, snackable content. This platform excels in delivering bite-sized information in a world that increasingly craves quick, digestible insights. Also, the beauty of bite-sized content is that it aligns perfectly with the fast-paced nature of social media.

Whether it’s content from a webinar or client event, you can create short, impactful financial tips in the form of Reels or 15-second Stories. Break down complex financial concepts into concise, easily understandable nuggets of information.

And use eye-catching visuals and engaging captions to grab your audience’s attention in the fleeting moments they spend on their Instagram feeds.

Track and follow up on engagement

While creating compelling content is essential, understanding how your audience interacts with it is where the real insights lie. Pay attention to key metrics such as likes, comments, shares, and saves. These metrics offer valuable feedback on what content resonates most with your audience.

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Are your followers more interested in retirement planning or investment strategies? Use this data to fine-tune your content strategy and prioritize the topics that generate the most engagement. And one thing to bear in mind is that engagement isn’t a one-time effort. It’s an ongoing conversation.

Wrapping up

There’s no such thing as an overnight success when it comes to Instagram marketing for financial advisors—or business in general. But the journey is rich with opportunities for those who are willing to invest time, creativity, and genuine care into their online presence.

With all the actionable practices mentioned above, you should know what you need to bring to the table to build a thriving and influential Instagram presence that sets you on a path toward long-term success in the digital age.


Andre Oentoro is the founder of Breadnbeyond, an award-winning explainer video company. He helps businesses increase conversion rates, close more sales, and get positive ROI from explainer videos (in that order). You can contact Andre via email andre@breadnbeyond.com, on Twitter @breadnbeyond, or on LinkedIn https://www.linkedin.com/in/andreoentoro/.

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