What Should Financial Advisors Post on LinkedIn? 20 Compliant Ideas

If you focus on education and process, you can post consistently without compliance risk.

Full strategy here: LinkedIn for Financial Advisors.

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20 compliant post ideas

1. "Three questions to ask before rolling over a 401(k)"
2. "Risk tolerance vs. risk capacity (simple explanation)"
3. "Why I prioritize planning before product selection"
4. "How to think about taxes in retirement"
5. "A checklist for year-end financial reviews"
6. "What to consider before selling a business"
7. "How to plan for a sudden liquidity event"
8. "The biggest mistake I see with stock compensation"
9. "A framework for deciding when to refinance"
10. "Why diversification still matters"
11. "What a financial plan actually includes"
12. "How to evaluate your insurance coverage"
13. "Behavioral mistakes investors make under stress"
14. "The role of cash in a long-term plan"
15. "Planning for college costs: what to consider"
16. "Questions to ask before hiring an advisor"
17. "The difference between saving and investing"
18. "What I learned helping clients during volatility"
19. "How I help clients align money with values"
20. "My process for reviewing a portfolio"

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Simple weekly cadence

• Monday: Education
• Wednesday: Process
• Friday: Behavioral insight

Use LinkedIn Post Ideas for more prompts.

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If you want the full system, read LinkedIn for Financial Advisors.

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How to turn ideas into posts

Pick one idea and use this structure:

1. Hook: short observation
2. Principle: what you believe
3. Checklist: steps or questions
4. CTA: invite a conversation

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Mini templates

Template 1: Principle "Most people think [myth]. In practice, [truth]."

Template 2: Checklist "Before [decision], ask these 5 questions."

Template 3: Tradeoff "Every [decision] is a tradeoff between [A] and [B]. Here is how I explain it."

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Weekly cadence

• Monday: Education
• Wednesday: Process
• Friday: Behavioral insight

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Common mistakes

• Writing like a brochure
• Talking about products first
• Ignoring compliance rules
• Posting inconsistently

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Tools to speed things up

• LinkedIn Post Ideas
• LinkedIn Post Formatter
• LinkedIn Hook Generator

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If you want the full playbook, read LinkedIn for Financial Advisors.

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7-day starter plan

Day 1: Post a principle Day 2: Comment on 5 posts Day 3: Post a checklist Day 4: Send 3 connection requests to CPAs Day 5: Post a tradeoff insight Day 6: Ask for a recommendation Day 7: Review and repeat

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If you only post 3 things

• Planning principles
• Client decision checklists
• Behavioral finance lessons

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Want more? LinkedIn for Financial Advisors.

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Consistency beats volume.

Use LinkedIn Post Formatter to keep posts clean.

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Start with one post per week and scale.

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Related Reads

• Is LinkedIn Compliant for Financial Advisors? What You Can Post Safely
• What Should Agency Owners Post on LinkedIn? 25 Ideas That Attract Inbound
• What Should Lawyers Post on LinkedIn? 20 Ethical, Client-Worthy Ideas