01

From Posts to Profits: How Social Media Can Actually Grow Your Financial Services Business

If you’re a financial adviser, broker or accountant, you might be thinking, “social media? Isn’t that just for posting cute photos or funny memes?” Well, here’s the hard truth: social media platforms like LinkedIn, Instagram, YouTube, Facebook and even TikTok are quickly becoming the new search engines. 

People are no longer just googling a service or product. They’re scrolling through social feeds, watching videos and reading posts to find trusted professionals. And if you’re not capitalising on that as a financial services professional, you’re missing out on a massive opportunity.

02

Social Media Is the New Search Engine



Think about it. When you want to learn something, what do you do? You might open Google and type in a question. But increasingly, you’re likely to turn to YouTube or TikTok for a quick video, Instagram to find an expert, or LinkedIn to check out someone’s credentials and content. That’s exactly what your potential clients are doing. They’re searching social media, not just traditional search engines, for advice, tips and trustworthy voices. 

If you’re running a financial services business, it’s crucial to understand this shift. The days when a flashy billboard or a handful of referrals could keep your calendar full are fading. Now, your online presence, especially on social media, matters more than ever. 

03

It’s a Slow Burn, But It Works



Social media isn’t magic. It doesn’t usually deliver 100 leads in a week. But what it does do is build trust over time and that’s gold in t he financial services game. 

Take this real story. One of our advisers recently signed a new client. That client had been following his content for two years. He first commented on a video, received a thoughtful video reply and stuck around. Over time, more content came out, especially tailored to business owners like him, and finally, something clicked. 

He booked a meeting. 

That’s the power of staying visible, valuable and human online.

04

Not a Social Media Pro? That’s Where We Come In

Let’s be honest. Most advisers, brokers and accountants don’t have the time to master hashtags, edit videos, or write captions that actually convert. And that’s completely fine. 

That’s exactly where Levera Marketing Support comes in. 

We help financial services professionals build a strong, consistent online presence without the stress or the guesswork. Whether you're just getting started with social media or you’re tired of doing it all yourself, we’re here to help. Your future clients are already there, watching, scrolling, and deciding who they want to work with. 

05

The question is, will they find you or your competitor?

At Levera, we know what works. We’ve helped advisers, brokers, and accountants just like you build trust, attract the right audience, and grow their business through smart, consistent marketing. 

Whether you need a full content strategy, done-for-you social media, or just help figuring out where to start, we’ve got your back. 

Make the move now. Because the longer you wait, the more business you’re leaving on the table.