1. 60-Second “Money Myth” Reel
Hook – “❌ ‘You need six figures to start investing.’”
Value – Debunk the myth, then outline a three-step starter plan in plain language.
Soft CTA – End with “Save this for your first $100 investment checklist.”
Why it works: educates, corrects misconceptions, and hands a doable win in under a minute.
2. Chart Explainer Carousel
Slide 1: Eye-catching chart (e.g., compound-interest curve).
Slides 2-4: Simple labels and one-line insights.
Final slide: “DM ‘GROW’ for the spreadsheet template.”
Visual data builds authority; the template request moves prospects into your inbox.
3. Compliance-Friendly Client Snapshot
Slide | Content |
---|---|
1 | Anonymised before/after net-worth bar chart |
2 | Short quote: “Sleep-better fund fully funded in 9 months.” |
3 | One tactic used (emergency-fund ladder) |
Real numbers (masked) provide social proof without breaching privacy rules.
4. “Office Hours” Story Poll
Poll sticker: “What confuses you more—ETFs 📈 or Roth IRAs 💰?”
Next Story: 15-second video addressing the winning topic.
Add a link sticker to a deeper guide.
Polls identify pain points and let you respond instantly, proving you listen.
5. Behind-the-Desk Reel (“How I Vet a Stock”)
Show a quick screen share of your research checklist: fundamentals, moat, and valuation range. Viewers glimpse professional rigor—no hype, just process.
Overlay text: “Full checklist PDF linked in bio.”
6. Weekly Market Memo Highlights
Turn your newsletter’s top chart or stat into a Story Highlight titled “Market Memos.” Followers binge through concise insights, discovering your consistent expertise without scrolling your entire feed.
7. Availability Countdown Graphic
Once per month, post a simple graphic:
“📅 Open 3 Strategy Call Slots—booking closes in 48 h.”
Scarcity feels respectful when slots are limited and clearly dated, no discount pressure, just a factual window to engage.
5-Day Content Planner (Minimal Hassle)
Day | Post | Purpose |
---|---|---|
Mon | Money Myth Reel | Education & saves |
Tue | Chart Explainer Carousel | Visual authority |
Wed | Behind-the-Desk Reel | Transparency |
Thu | Office-Hours Poll | Engagement & lead capture |
Fri | Availability Countdown Graphic | Gentle urgency |
Batch-record on Monday morning; schedule with Avramify365 to hit your audience’s peak times (7–9 AM and 8–10 PM local).
Metrics That Matter
KPI | Benchmark | Insight |
---|---|---|
Saves per Reel/Carousel | ≥ 1% impressions | Indicates long-term value |
Poll voters ➜ DM conversions | ≥ 25% | Measures warm-lead strength |
PDF downloads or link taps | Track via Bitly | Direct funnel entry |
Discovery-call bookings per slot | ≥ 70% filled | Confirms trust-building efficacy |
Review analytics biweekly; double down on the post type driving the most high-intent DMs.
Final Thought
Finance clients need proof of competence and empathy, not flashy pitches. By delivering bite-size education, transparent process glimpses, and timely invitations, you’ll guide cautious scrollers toward meaningful conversations—and paid advisory relationships—gracefully.
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