Facebook is one of, if not the most popular social media platforms of our time. With a staggering active user base of around 2.9 billion people worldwide, it’s no surprise to find that financial advisors are making use of the platform to engage with clients, market their business, and much more. All this makes Facebook a prime place for financial advisors to set up accounts and really start communicating with their audience. Whether you’re there to share updates about your business, celebrate holidays with clients, or just create fun posts, Facebook is definitely a place where financial advisors should be.

That’s why we’ve decided to create this guide on Facebook for financial advisors. To showcase the benefits of the platform, the people who use it, and the best way to create a profile that’ll get you noticed and help you stand out. We hope you enjoy our Financial Advisor’s Guide to Facebook and start your own Facebook Journey.

The Unique Benefits of Engaging on Facebook

Starting from scratch can be a difficult challenge, but that just means the reward is that much better. But like most things, people want to know whether or not it’s worth it for them to get into it. Do the benefits outweigh the challenges?

In the case of Facebook, the answer is an enthusiastic “Yes!” There are so many different unique ways financial advisors can use their Facebook page to interact with their audience, market their business, and do so much more. Here are just a few benefits that Facebook brings to the table for advisors:

  • Like many social media platforms, Facebook is a great way to connect directly with your clients and audience, the best part, it’s free to use with no barriers to entry
  • Facebook is great for brand exposure because, with a potential audience of almost 3 billion people, you’re bound to reach those who will take an interest in what you offer, from there you can build or use your brand voice to establish your advisory on-site
  • For marketing, ads are highly customizable, allowing you to select targeting options such as age, location, hobbies, interests, and more
  • Compared to many other advertising options, Facebook is relatively budget-friendly. Because of Facebook’s ad customization, your money goes towards marketing to people you actually want to market, saving you tons of money in the long run
  • It’s easy and fun to use; there’s no hassle when it comes to Facebook. Everything is easy to understand, and interacting/engaging with people is a fun experience all financial advisors should undergo

For financial advisors, Facebook’s benefits fair exceeded any challenge it may impose. Thanks to a large number of Facebook users, advisors will be able to find those whose interests align with the financial industry. Whether it’s another business that you can connect with, fellow advisors who you can network with, current clients who want another place to engage with you, or potential clients who might find you through your Facebook page. Having additional ways to communicate is never a bad thing, especially when that platform brings unique benefits that can help your financial advisory grow and allow you to engage with clients.

Facebook’s Average Audience

When using a social platform as a means to grow a business, it’s important to understand who the average advertising audience is.  According to DATAREPORTAL, these statistics show Facebook user age distribution based on tools that report to advertisers:

  • 109.4 million users aged 13 to 17 (4.9% of Facebook’s total ad audience)
  • 508.2 million users aged 18 to 24 (22.6% of Facebook’s total ad audience)
  • 668.5 million users aged 25 to 34 (29.6% of Facebook’s total ad audience)
  • 425.4 million users aged 35 to 44 (19.0% of Facebook’s total ad audience)
  • 253.3 million users aged 45 to 54 (11.3% of Facebook’s total ad audience)
  • 158.7 million users aged 55 to 64 (7.1% of Facebook’s total ad audience)
  • 123.3 million users aged 65 and above (5.6% of Facebook’s total ad audience)

Starting Your Facebook Account

The first step to using Facebook for financial advisors is, of course, to create an account and business page. This is where the magic truly happens, where you’re able to customize your profile and show off your brand. With a Facebook account, you’ll be able to post images, videos, stories, updates, and much more. While also being able to engage with followers, other businesses, other advisors, and more. Below you’ll see how to start your Facebook account and create a business profile page.

1. Signing Up for Facebook

Now that you’ve decided you want to make a Facebook account for your advisory, the first step is to sign up and create an account. This can easily be done by navigating your way to the Facebook homepage, where you’ll see a place to signup and create a business profile at the bottom of the page. From there, simply select “Create a Page,” and it’ll take you to the Facebook signup if you’re a new member.

2. Creating an Account (Only If You’re a New Member)

If you’re new to Facebook, when creating a business page, you’ll be asked to create a Facebook account. Just add in your details, such as your name, email, a password, and hit “Sign Up.” From there, you’ll be taken to the next step in the process.

3. Selecting Business Page Creation

Once you’ve logged in or signed up for Facebook, you’ll be brought to this page, which will ask you whether you wish to create a page for a Business/Brand or Community/Public Figure. In our case, we’ll be selecting “Business or Brand” and hitting “Get Started.”

4. Customizing and Setting Up Your Page

Now it’s time to set up your page. Here you’ll be tasked with inputting a page name (name of the business), what category the business falls within (financial), and a bio/description allowing you to explain what your advisory does, who they help, etc. You’ll also be allowed to add a profile picture. After that’s all done, simply press “Create Page,” and your business profile is ready to go.


If you already have a Facebook profile and wish to use that account to create a business page. Go to your homepage and select the 9 dots in the top right. Once you’ve done that, select “Page,” and you’ll start from step 4.

Examples of Successful Facebook Accounts

Starting something new can be a little confusing without some context or examples. That’s why we’ve compiled this list of successful Facebook accounts in the financial and informational sphere. We hope they’re able to inspire you and give insight into some of the best ways to run and maintain your Facebook account.

1. Empire Wealth Strategies

Empire Wealth Strategies has a simple yet effective Facebook page where they post about things they believe are important to their clients. They also include an easy-to-reach phone number and email for people who want to learn more.

2. FMG

FMG has made sure that its Facebook page has everything it needs to make the user experience the best it could be. We start with our slogan as our hero image. Then we’re sure to include ways to contact us and a link to our website.

3. Peabody Wealth Advisors

Peabody Wealth Advisors is a good example of using facebook for financial advisors. The page gives off a friendly feeling the second you arrive. With a nice header image that includes the people you’ll be working alongside if you choose them as your financial advisors.

4. Twenty Over Ten

Twenty Over Ten follows FMG in making contacting them as easy as possible. If you need to get in contact, you’re sure to find multiple ways.

5. Financial Freedom Wealth Management Group

Following a similar approach to Peabody, Financial Freedom Wealth Management Group has a group shot of their team as the header, letting users know exactly who they’ll be working with. Adding a feeling of comfort and a face to the name. Along with easy ways to contact the advisory.

Struggling With Social Media?

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