
URGENT PLEASE READ: Please note that we do not monitor your social media accounts. You will be responsible for checking and responding to any direct messages, comments, or engagement from your audience.
- All social media posts will be educational and sourced from SafeMoney.com, including a mix of videos, blog articles, and occasionally product-specific content when appropriate. The goal of these posts is to build trust with your audience through clear, helpful information.
- Newsletter templates will be standardized and sent to all users of the service at the end of each month. Topics may include Medicare, annuities, life insurance, and income planning.
- Every 30 days, we will send your post performance analytics along with a link to schedule a check-in if needed. We will continue posting unless otherwise directed.Â
- Before making your payment, please ensure your LinkedIn Personal Profile, LinkedIn Business Page, and Facebook Business Page are all fully set up. We are unable to post to personal Facebook profiles.
- Please also note that growing your social media following is your responsibility. Refer to our terms for guidance and best practices to increase your visibility and get the most out of this service.
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. Hereâs whatâs included:
1. 5 professionally written posts per week, published on your Facebook Business Page and your LinkedIn Personal and/or Business Page, depending on your account setup.
- Each post includes an image or video and a clear call to action
- Hashtags are tailored to your brand and the topic for maximum reach
2. Monthly performance analytics and check-ins
- Every 30 days, you’ll receive a performance report (engagement, likes, comments, etc) along with a link to schedule a check-in if needed. We will continue posting unless otherwise directed.
3. A client-ready monthly professionally written, branded newsletter template thatâs fully editable.
- Delivered to your inbox so you can easily share it with your email list
4. Easy custom content integration
- Have your own videos, articles, or post ideas? Just send them to usâweâll polish and schedule them for you
Why It Works
Our approach to social media management for financial professionals is strategicânot scattershot.
We donât post just to check a box. Every post is designed with a clear purpose:
1. Boost Visibility
- Consistent posting increases your chances of appearing in online search resultsâespecially when paired with your SafeMoney.com Listing Page. The more consistently you post, the more likely your social media profiles and Safe Money listing will rank higher together on Google.
2. Build Trust
- Educational, compliant content positions you as a credible, reliable expertâreinforcing your value with both clients and prospects.
3. Stay Top-of-Mind
- Frequent posting keeps your name in front of your audience, helping you stay relevant and remembered.
This consistent, value-driven activity shows clients and prospects that youâre engaged, informed, and ready to helpâwithout you needing to log in or hit “publish.”
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.