Let’s be real—jumping into the ‘gram can feel like showing up to a party where everyone already knows the secret handshake. But guess what? I’ve got your back with these five insider secrets that’ll have you posting like a pro in no time. Grab your favorite drink and let’s dive in!
1.️ Community > Virality
“Going viral is great, but building a community is what really drives business.”
You don’t need a million views to be successful on Instagram. The real value lies in consistent engagement and trust-building. If you focus on creating a loyal audience—not just chasing viral moments—you’re going to see better long-term results.
2.️ Financial Advisors CAN Build a Large Audience
“If you had told me a year ago that a financial advisor could have a large online community, I wouldn’t have believed it.”
Have you seen Laura’s The Real #Finfluencer series?
You might assume your field is too niche for social media success. However, advisors like Mando Sallavanti and Kevin Thompson are proving otherwise by consistently showing up, using short-form video, and building engaged communities. If they can do it, so can you!
3. The Instagram Algorithm Rewards Engagement
“Instagram rewards you for spending time on the platform—if you’re just posting and ghosting, your content won’t get seen.”
Posting content isn’t enough. Instagram prioritizes users who engage with others. You should spend 10–15 minutes before and after posting to like, comment, and interact with your audience. This signals to the algorithm that you’re an active participant, increasing your post visibility and your brand reach
4. The 30-Day Content Sprint
“30 reels in 30 days sounds crazy, but it’s a great way to train the algorithm!”
If you’re looking to jumpstart your presence, posting daily for a month can signal to the platform what your content is about and who should see it. The key? Vary your content types—short-format vertical videos, B-roll with text overlays, testimonials, and carousel posts—to determine what resonates most with your audience.
5. The Square is Dead: Instagram’s Big Change
“The square is dead on Instagram! They’re moving to a new format.”
For years, Instagram was known for its square photos, but the platform is now prioritizing 4:5 vertical images. This new format fills up more screen space, keeping users engaged longer. You should adapt your graphics and videos to this new standard for maximum impact.
The Takeaway
Social media isn’t just for influencers—it’s a powerful tool for financial advisors to grow their business, establish authority, and connect with their ideal clients. Whether you’re just starting or looking to optimize your strategy, these five insights can help you make the most of your digital presence.
Related: Email or Social Media? Choosing the Best Channel to Reach Your Clients