3 Keys to Social Media Success in Financial Advisory When Using ChatGPT (+Free Prompts)

Are you wondering how to grow your social media presence to lead to more prospect inquiries and long-term relationships for your financial advisory business?

Many financial advisors have been turning to ChatGPT for social media and other AI tools lately to enhance their marketing strategies, share insights, and expand the reach of their financial expertise.

Whether or not you’re using ChatGPT and other AI tools, the key to success in financial advisor marketing is having a strategy in place that ties together your social media efforts with other parts of your marketing funnel.?

Having a social media presence on its own is a great foundation to strengthen the top of your marketing funnel, meaning it helps you bring in new potential prospects into your pipeline. However, it is unlikely to result in an effective and efficient marketing strategy unless you also have a way to then convert potential social media followers into clients through the middle and bottom of your marketing funnel, such as an effective lead magnet, email marketing, and content creation strategy.

So here are the 3 essential elements to fine-tune in your social media strategy to make your use of AI in social media more effective. Plus, free ChatGPT prompts to put these foundations into practice in your business right away!

1. Know WHO You’re Showing Up For

It may sound cliché, but knowing your target audience is the foundation of any effective financial advisor marketing strategy. Even if AI assists in creating part of your content, it's ineffective if the messaging is too broad or irrelevant to the people seeking financial advice…and those who would be qualified prospects.

The good news is that ChatGPT can help you better understand what your target audience is asking about personal finance, investments, or retirement planning. This can save you time in market research, allowing you to address common financial concerns that potential clients have and to capitalize on SEO keywords to grow organic traffic to your website.

However, the best way to truly understand your audience is to ask them directly—through 1:1 consultations, surveys, feedback forms, or questions in your emails or social posts. Genuine market research and customer feedback are irreplaceable and always valuable beyond what ChatGPT or other AI tools might suggest.

Another reason it’s important to understand your target audience as a financial advisor is that it helps you determine which social media platform to put your efforts into so you don’t waste time showing up on platforms that your audience isn’t likely to use.

?? ChatGPT Prompt to Identify Your Target Audience: "What are [insert target audience] most commonly asking as it relates to their finances or retirement questions? Where do they commonly go to get answers?”

Then ask ChatGPT to clarify questions to help you refine your ideal audience further and to find SEO keywords and phrases that you could aim for with your content.

2. Identify WHAT They Want to Know About Finance

"What am I supposed to post?" This is often a common question for financial advisors trying to establish a consistent social media presence.

As an expert on finance, you possess a wealth of knowledge and tips to share regarding how you help clients secure their financial future. So, how can you overcome any hesitation in writing or posting content?

One way to start is by brainstorming your favorite financial tips and advice based on what your current or prospective clients ask about the most. You can also lean on ChatGPT to get started.

?? ChatGPT Prompt to Provide Quick Content Ideas: "What are the 3 most commonly asked questions about [insert financial topic] that don't have many answers? Create a short social media post answering them."

Then review and personalize the answers to make them even more relevant for your audience before posting.

Pro tip: Just like any marketing effort, the best way to see what resonates most with your audience is to experiment and track your data. Look back at your social posts over the past few months—what content got the most engagement? What topics were most commented on? Is there a trend you can follow?

3. Curate HOW They Experience Your Financial Ecosystem

When someone comes across your post on social media, they might be interested, but that doesn’t mean they’ll be ready to work with you…yet.

So, what’s the connection between social media and gaining new clients? How does a short post on LinkedIn or Facebook transform into an inquiry for an initial consultation?

It all ties back to the customer journey.

Social media is just one step in the client journey, but it’s an essential one. It introduces your expertise and allows potential clients to learn from you before reaching out for more personalized financial advice.

So, what could a well-curated financial advisor marketing ecosystem look like?

• Offering a valuable freebie or lead magnet, like a financial guide, that gives potential clients a quick win and gets them on your email list.
• Creating an email sequence that nurtures your prospects, helping them understand the value of your financial planning services.
• Having blogs, e-books, and resources on your website that build credibility and trust, helping people feel comfortable before booking a consultation.

While ChatGPT may not create a full customer journey specific to your advisory services, it can give you ideas to start. Ask it for customer journey maps for similar financial services to draw inspiration from.

?? ChatGPT Prompt to Map Out Your Customer Journey: "Help me map out a customer journey for [insert your target audience] who could potentially sign up for financial advisory services."

This should give you several ideas for the marketing touchpoints you’ll need to integrate your social media posts with your overall client journey.

? How to Grow Your Financial Advisory Business on Social Media Consistently: Use a Simple System to Follow Each Quarter

ChatGPT and other AI tools can help you get started with generating the marketing assets you need to educate and inspire your audience to work with you. It can be a huge help for coming up with ideas, drafting content, reviewing your writing, and organizing your social media calendar to grow your online presence and keep your followers engaged.

But when it comes to showing up consistently on social media, the hardest part is often...you guessed it...just showing up.

So instead of letting procrastination or perfectionism stop you from posting, create a system in advance for each quarter. This can include a content calendar that shows the top SEO keywords you want to rank for and an outline of topics for each month.

You can also hire a financial advisor marketing consultant, fractional CMO, or financial advisor marketing agency to do this for you. When you choose our agency and fractional CMO services, you will be working directly with a CFP and marketing expert who understands the financial advisory world. We create 90 days marketing maps for our clients to ensure they have a consistent and effective social media strategy to follow or we execute the social media management work for them.