
URGENT PLEASE READ: We do not monitor your social media accounts, so youâll need to check for any direct messages or engagement; posts will be educational and sourced from SafeMoney.com, including videos, blog posts, and articles, and may include product-specific content when available. The goal is to educate your audience and build trust. Newsletter templates will be standardized and sent to all users of the service. Topics will include Medicare, annuities, life insurance, and income planning. At the end of each month, you will receive an email with your post performance analytics and a monthly newsletter template, and every 30 days from your sign-up date, youâll receive a follow-up email to schedule a Zoom meeting to review results and plan future content. Before making payment, please ensure your LinkedIn and Facebook accounts and business pages are fully set up, and note that you are responsible for growing your own follower base; refer to the terms for guidance on how to grow your visibility effectively.
Please Read Terms of Service Before Getting Started
Questions? Email Social@safemoney.com
or schedule a meeting here:Â https://calendly.com/caitlin-safemoney
In today’s fast-paced digital world, your online presence can make or break your brand. For financial advisors, staying active and professional on social media is no longer optionalâitâs expected. But let’s face it: between managing client portfolios and keeping up with regulations, who has time to craft the perfect post?
Thatâs where SafeMoney Broadcasting comes in.
We offer a done-for-you social media posting service exclusively for financial advisors, making your online marketing effortless, compliant, and effective. You stay visible and credibleâwithout lifting a finger.
What You Get
Our service is designed to save you time while keeping your social media presence sharp, strategic, and consistent:
- 5 professionally written posts per week on Facebook and LinkedIn
- A monthly newsletter emailed to you so you can share it with your client list.
- An easy way to share your own contentâsend us your videos or posts, and weâll take care of the rest
Every post is crafted with a focus on financial education and industry relevance. From Medicare updates to income planning tips, we create content that resonates with your clients and keeps them informed.
Why It Works
Our approach to financial services social media management is strategic, not scattershot.
We donât just post to check a boxâwe post with purpose:
- Boost Visibility: Regular updates increase your chances of showing up in online searches
- Build Trust: Educational, compliant content reinforces your credibility
- Stay Top-of-Mind: With consistent posting, your brand stays fresh in your audienceâs memory
This kind of activity shows clients and prospects that youâre engaged, informed, and ready to helpâwithout you needing to log in or hit âpublish.â
Designed for Financial Professionals
Youâre not just any businessâyouâre a financial advisor. That means compliance and professionalism matter. Our service is built with that in mind.
Hereâs how we keep it simple and secure:
- All content is clean, compliant, and educational
- Topics include key client interests, such as annuities, retirement planning, Medicare, and more
You get the benefits of a strong online presence without the compliance headaches.
The Power of Consistent Posting
Why is consistency so important?
Because consistency builds trust!
When clients and prospects see regular, high-quality updates from your business, theyâre more likely to remember you, refer you, and reach out when they need help. Even if theyâre not ready today, staying visible means youâll be the first person they think of when they are.
Plus, frequent, keyword-rich updates can boost your search engine visibility, helping more people discover your services online.
How It Works
Getting started is simple:
- Sign up for the SafeMoney.com’s social media posting service
- Weâll begin posting on your Facebook and LinkedIn profiles, five times per week
- Youâll receive a monthly newsletter, emailed to you for you to send to your database
- Youâre welcome to send in your own videos or posts, and weâll schedule them for you
Itâs hands-off, hassle-free, and built to support your business growth.
Why Financial Advisors Love This Service
Hereâs what sets our service apart:
- No guesswork: You donât need to wonder what to post or when
- Built-in expertise: Content is created by professionals who understand financial topics
- Ongoing support: Weâre here if you want to tailor posts or share custom content
- **Fully managed: You can stay focused on advising clients, while we handle your social media.
Our clients consistently tell us that this is the one marketing task theyâre finally able to take off their plate.
Please read terms of service before making payment: Click Here
Social Media Doesnât Have to Be a Burden
With Safe Money Broadcasting, you get a simple, affordable, and effective way to manage your social media presenceâwithout adding another item to your to-do list.
This is social media management built specifically for the financial services industry. Itâs about professionalism, visibility, and staying connected with the people who matter most to your business.
Let us handle the posts, so you can focus on what you do best: helping your clients reach their financial goals.
Questions, comments or concerns please call Caitlin at 305.680.0940 or email us at social@safemoney.com
**Disclaimer: Safe Money Broadcasting provides a social media content posting service designed specifically for independent financial advisors found on SafeMoney.com. This service includes scheduled posts on Facebook and LinkedIn, as well as a monthly newsletter sent to the advisor for optional distribution to their client list. We do not provide community management, engagement response, or compliance oversight beyond the content we create. Advisors are responsible for monitoring direct messages, responding to client inquiries, and ensuring that posted content complies with their firmâs specific compliance requirements. This service is intended as a supportive tool and does not replace the need for an internal compliance review or a broader marketing strategy.