Your Daily Digital Marketing Schedule

Written by: Samantha Russell

Setting a strategic digital marketing schedule is a great way to ensure your marketing channels are up-to-date and support your long-term goals. And whether you’re working solo on your firm’s marketing efforts or have a department assisting you, having a clear list of tasks and dates helps keep everyone on the same page.

Even if you’re already using a schedule, it never hurts to take a few minutes to look over it. Are there any changes you need to make? Do you need to adjust your activities to match new goals? Coming up with these tasks can be challenging, especially if you’re new to social media or digital marketing in general. To help out, we’ve come up with a digital marketing schedule template for you to follow. From social media to blog posts, use these activities as a base for creating a schedule specific to your firm to achieve your goals.

Digital Marketing Schedule for Financial Advisors


9 AM – Post 3rd party article to LinkedIn

Third-party articles can be from any source that you follow and think your clients would enjoy, too (as long as it’s reputable)! LinkedIn is a great place to share this type of content, especially in the morning as people start their day scrolling through their recent updates. Be sure to tag the source when you share to increase your chances of being noticed and increase your follower base.

social share by fmg

4 PM – Take 10 minutes to like, comment, and share others’ content

Now more than ever, interacting with other businesses or profiles on social media is a great way to expand your network, especially if those pages have a large following. Everyone is online trying to get new information and insights. By taking the time to put your firm’s name out there, you increase your chances of being seen on social media. This really applies to any channel you may have a presence on. So spend time liking, sharing, and/or commenting across Facebook, Twitter, and LinkedIn.

Additionally, make an effort to provide encouraging words of wisdom and strategies to help your clients during this difficult time. You can also try to spread the word about helping others during a crisis. In the example below, Ohana Wealth & Life Planning shares a post about helping small businesses during this crisis on Instagram.


10 AM – Publish a new blog post on your website 

You already know blogging is important, and it’s essential to make sure you’re consistently putting out new content. Aiming to post a new blog at least once a week is a great start. Try coming up with a list of topics that will interest your clients, especially during a crisis like this, in advance so you can just pick one out and start writing when the time comes.

In the example below, the founder of Wealth Keel LLCChad Chubb, CFP®, CSLP®, shares their latest blog on Twitter.

Digital marketing schedule social media example

1:30 PM – Post a link to a blog post on Twitter and LinkedIn

Your blog can only be successful if people are reading it. Sharing the link on social media helps direct your followers to your post so they will be more likely to read and follow it, as well as check out other parts of your website. Every time you blog, social media should hear about it!


11 AM – Post-community-focused article to Facebook

Being a financial advisor also means being involved in your community. With so many families and individuals trusting you with an important part of their lives, it’s nice for them to see a down-to-earth side of you. Post about a sports team, a charity, or an event on Facebook. Don’t forget to tag the appropriate community groups! This can help them notice your support.

3:30 PM – Post your latest blog post to your Facebook page

Since you’ve already posted your blog for the week to Twitter and LinkedIn, now it’s time to post your latest blog to Facebook as well. This gives followers who may have missed it on other platforms a chance to see it. Make sure you check back and reply to any comments people might make! Facebook is a highly visual social media platform, so also consider including a Canva image with your blog URL.


9:30 AM – Send out a weekly newsletter

Hopefully, you will have an email newsletter going out to all current clients and any interested subscribers. We recommend that these emails contain your latest blog post plus two other articles found online. This gives the recipients useful and relevant information while establishing you as a credible resource for them. If you need more help on where to even begin when starting an email newsletter for your firm, watch out webinar replay!

3:30 PM – Post a link to the email newsletter on social media

To encourage your followers to sign-up for your newsletter, it’s always a good idea to share your subscribe link on your social media channels. This way, people can check it out and subscribe to your blog. You may have some followers that aren’t receiving your newsletter yet, so it’s important for you to bring it to their attention!


10 AM – Post a photo with a favorite quote or “read of the week” on your social media channels

Fridays are a great time to be a little more fun and show off your firm’s personality. Try implementing a good quote, book suggestions, or fun facts about your staff. This allows you to mix it up from your normal social media posts and come across as relatable to your followers.

fmg social media quote

Related: Top Marketing Trends for Financial Advisors in 2023