Social media playbook

How Corporate financial advisor should use social media to bring in customers

Consistent professional presence helps build trust and credibility with corporate clients who rely on expert financial guidance.

Where to post

LinkedInLinkedIn is the primary platform for professional networking and business insights where corporate clients seek trusted financial advice.
XX (formerly Twitter) allows sharing timely financial tips and engaging in industry conversations that attract corporate decision-makers.
FacebookFacebook groups and pages help build local and professional community trust with educational content and client testimonials.
YouTubeYouTube is effective for explaining complex financial concepts through videos that establish expertise and build client confidence.

When to post

Best timeWeekday mornings, 8-10am
How often2-3 posts/week
Best daysTue, Wed, Thu
Time windowsMorning (8-10am) · Early Evening (5-7pm)

What to post

Your highest-leverage content: Clear financial planning tips for businesses.

Content angles that work for Corporate financial advisor:

A post idea to steal

5 Ways to Improve Your Company's Cash Flow Today
Looking to boost your business’s cash flow? Here are five practical steps you can start implementing right now to keep your finances healthy and growing.

Sample post

Is Your Business Prepared for Market Volatility?
Market ups and downs can impact your bottom line—discover key strategies to protect your company’s financial health and stay ahead of uncertainty...
Image: professional office meeting with financial charts

How eHandshake actually gets Corporate financial advisor more customers

eHandshake is two tools in one system:

Consistent local content plus a business referral network of the companies around you is how Corporate financial advisor turn an online presence into paying customers.

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Put both halves to work for your business

eHandshake writes and publishes your posts and plugs you into a referral network of local businesses that amplify each one — content marketing and business networking in a single platform.

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