A Sample Weekly Marketing Schedule For Advisors

This article was first featured in Financial Advisor Magazine on Oct 1st, 2023.

It can be daunting to come up with a daily schedule for your marketing when you’ve got so many channels available. You’ve likely asked yourself: How do I come up with a daily task list that serves my broader goals? When should I post on social media? How often should I engage? Am I blogging enough?

The key to an effective schedule is to be consistent: You should pick specific times and days to work on marketing, coming up with regular habits and a routine that is natural for you. To help you get started, I’ve put together a sample marketing schedule and examples of things you can do day to day.


Most of us fit in a little reading over the weekend. I suggest you create a folder in which you compile all of the articles you find interesting, pulling items from them to share on Mondays.

Every other weekend, take time to write a blog. Blogging is important if you want to appear more often in searches, build your brand, and establish yourself and your firm as thought leaders. You should aim to post a new blog twice a month. As you do so, try coming up with a list of topics that will interest your clients in advance, picking one out, and writing about it when the time comes. I keep a file open on my desktop called “Content Ideas,” so I’m able to continuously capture important thoughts and concepts as they pop into my head throughout the day.


Today you should share one of your favorite articles from the reading you’ve done over the weekend on your social media pages. LinkedIn is a great place for this, especially in the morning as people start their day and scroll through their recent updates. When appropriate, try following a formula I like to call “share, opine, engage.” Explain why you are sharing the article (in other words, tell your followers why you thought it would interest them), summarize the key takeaways, and give your opinion. You can end by asking readers a question to engage them. Tag the source as well as any connections you think will find your content interesting to increase the reach of your post and increase your follower base. Let your employees and friendly connections know when you post, and ask them to like and comment to boost your impressions.

You should also check in periodically throughout the day to respond to any comments. Click on the list of all the people who have liked the post; if you scroll to the bottom, you’ll potentially see people who are second or third connections. You can send those people a connection request, too! It’s an easy way to expand your network.


Today you can publish your new blog post on your website. If you’re ambitious, record a short video of yourself explaining why you chose the topic and summarizing the key takeaways to use on social media.

In the afternoon, post the video on Twitter and LinkedIn. If you would rather not make a video, make sure you at least choose or design an eye-catching image as your thumbnail and follow the “share, opine, engage” formula again. Sharing on social media can support your search engine results and direct your followers to your website. Every time you blog, people on your favorite sites should hear about it. Be sure to monitor engagement and comments throughout the day.


Today, you can email your blog to your full contact list (your clients, prospects, and other centers of influence). In the body of the email, you can put your video summary or the thumbnail image you created with the social media caption.

In the afternoon, take 10 minutes to like, comment, and share content from other users on your preferred social platform. Interacting with others on social media is the best way to expand your network. This applies to any social network on which your target audience spends time.


In the morning, post an article on Facebook about the community you live in. Google upcoming happenings in your area, and post about a local sports team, a charity, or an event. Don’t forget to tag the appropriate community groups so they notice your support. You do this because you want people to see a down-to-earth side of you, especially the families and individuals who trust you with something as important as their finances. It’s also likely that you, like most financial advisors, are active in your community.

In the afternoon, take 10 minutes to send connection requests to anyone on your calendar that week and at least five other people who fall into the category of ideal customers, ideal prospects, or centers of influence.


In the morning, send out your newsletter (this can be weekly, biweekly, or monthly) to all of your contacts (clients, prospects, and COIs). I recommend sending it out monthly to demonstrate your focus on long-term financial planning, not short-term market movements. You can take items from your blogs and social posts as content for the newsletter. Repurposing content is perhaps the most underutilized—yet most effective and efficient—marketing tactic available.

In the afternoon, post a link to the email newsletter on social media. As always, follow the “share, opine, engage” formula, providing a summary of key takeaways within the newsletter and asking an engaging question to encourage comments and sign-ups.

Adjusting Your Schedule

Setting a strategic digital marketing schedule is a great way to ensure your marketing supports your long-term goals. Whether you’re working solo on your firm’s marketing efforts or have a department assisting you, you should have a clear list of tasks and dates to keep everyone on the same page.

Even if you’re already using a schedule, it never hurts to take a few minutes to revisit and refine it. Are there any changes you’d like to make? Do you need to adjust your activities to match new goals?

I hope this schedule is a foundation to begin outlining a marketing strategy that works for your business.

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