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.