Social Media

(Mostly Free) Tools Every Financial Advisor Needs to Make Posting on Social Media Easier and Skyrocket your Engagement and Following

Social media is such a huge part of your overall digital marketing strategy since it provides another way to connect with prospects and clients while creating an outlet to display and discuss your content and share with others. The busier work gets, the harder it can be to keep track of everything especially when you are trying to manage multiple platforms on top of everything else that you are doing. Below we have some of our top tools to take your social strategy up a notch. 

4 Tools to Help with Your Social Media Marketing:

First things first, let’s break it down into what tools you should use to give your social media strategy a boost while also making things easier on you and your team.


Imagery is a huge part of social media, especially since studies show that when people hear information, they’re likely to remember only 10% of that information three days later. However, if a relevant image is paired with that same information, people retained 65% of the information three days later. This is is important to take into account, especially since you have a limited amount of time to get your point across and captivate your audience.

How do you do this? We love to use a little tool called Canva. This is a FREE visual content creation tool specially made for non-designers, so you can create beautiful images without having design skills and tools. Not only is there a massive library of pre-designed, pre-sized templates, but it also has thousands of premium-quality design elements ranging from custom fonts to free stock photos. Additionally, there is a Design School for all of its users with all sorts of awesome tutorials so you can quickly and easily expand your skills.


At Twenty Over Ten, we use Canva every day, and these are the ways that we utilize it, and you can too!

We use it to create cover photos and profile pictures

This is so simple, especially since you can upload images and the sizes are already set.

Make your social posts stand out

We include simple yet powerful graphics to go along with the blog posts that we are sharing, and it really helps out social posts to stand out.

Twenty Over Ten Twitter

Keep your brand consistent

It’s crucial to keep your brand consistent, and Canva makes it easy to create a set of templates and brand kits to keep your brand uniformed with the correct colors and fonts, as well.

Lead Pilot Social Scheduler:

We’ve already been going full speed ahead with this powerful marketing platform for financial advisors, and we can’t wait for its launch early in 2020. With Lead Pilot, users can manage all of your marketing needs in one platform. This software is built specifically for financial advisors and does everything from content creation and landing pages to email marketing and social media scheduling. A survey conducted by SteelHouse found that marketers use an average of 5 different marketing and media tools. With the introduction of Lead Pilot, all of these tools can be condensed into this one all-in-one platform, making your job much easier and more efficient. 

With our social media scheduling, your firm remains top-of-mind and in prospects’ social feeds, helping you to grow your presence and get more out of your social media strategy.

Lead Pilot social scheduler

As you can see in the above image, the blog was scheduled for Facebook on December 31, 2019.


When you first start our with your social media, you probably think you can keep up with the posts, but as you grow your platforms and become more involved, it can become more difficult to keep up with everything. It can become very time consuming to manually log into each platform and create posts and other content. Instead of having to do this on your own, you can utilize Hootsuite to schedule your posts on a daily, weekly, or even monthly basis. An added bonus is that it provides analytics and easy social media monitoring so you can see how your posts are performing.

Hootsuite posts

At Twenty Over Ten, we utilize Hootsuite to quickly and easily schedule our social posts, which includes both our own content and third-party content. You can choose what time and day to schedule them and can edit them or delete any posts very simply.


Another tool that we like is CoSchedule, as this gives you the ability to look at your posts in one glance, collaborate on projects, and schedule your social posts all in one place! It provides insight into your marketing review and analytics with real-time status updates, which is crucial as you can see where your firm is excelling or where you need to go to improve.


3 Video Tools:

It’s becoming more and more important to use video in your social media, especially as the industry becomes more saturated and it’s harder to stand out from the competition. Additionally, Tweets with video attracted 10 times more engagements than Tweets without it. We’ve got some awesome tools to help you get a step up on the competition.


Lumen5 is an awesome video creator for content marketing that you can use. By using this, you can very easily transform articles and blogs into video content.


You simply enter a link to get the content and create the video

Enter a link to an article or blog post and Lumen5 will automatically fetch the content and populate your storyboard.

There is an automated workflow

You can create videos in just minutes with the assistance of A.I.

Media library

Users have access to a searchable library with millions of free media files

Branding options

Users can easily customize your videos to match the look and feel of your brand so that you can remain consistent.

Video formats

Optimize every video to improve performance and conversion rates


Over 2 million marketing videos have already been created using Promo. With this tool, you can create stand-out video ads, social media videos, product videos, explainer videos and much more! You can choose from and customize more than 2,500 top-performing video templates or even create your own, whatever suits you and your firm!

Users can choose from over 15 million premium HD videos and photos from Getty, Shutterstock, and other top-rated partners in our visual library!


Lead Pilot:
As we mentioned above, Lead Pilot is the do-it-all marketing platform for financial advisors and that includes using video marketing. In Lead Pilot’s jam-packed content library, users have access to editorial-style content, infographics, videos, quizzes, and more!

Lead Pilot video

These useful infographic videos and descriptions of the topics in Lead Pilot break down useful information such as “Protecting Yourself from Identity Theft: Dos’ and Dont’s” and “Costly Retirement Mistakes to Avoid.” It’s all part of the interactive elements of the Lead Pilot platform!

Are you Using the Social Tools that you Should Be?

We hope that this has helped you to decide what works best for you and your business. There are so many options out there for your firm to utilize and in doing so, you will be able to turn your advisor business into a lead generation machine that is incredibly efficient and will put you far ahead of your competitors.


Struggling With What Content to Share on Social Media or via Email?

We are offering access to our content for advisors to use via Lead Pilot for 7-days completely free (even on our month to month plans).

Get All The Details Here

About the author

Blair Kelly

Blair is a digital marketing assistant at Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.