Social Media for Financial Services Providers

Connect with your clients online.

You need a strong social media presence to foster real trust and credibility with clients. 

Use Social Media To Reach Your Best Clients

Let us help you grow your following and generate interest on your social media. We will work to help you reach your audience, encourage ongoing engagement and demonstrate your expertise.

Build Awareness Test

Build Awareness

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Increase Community Engagement

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Grow Your Audience

Increase Web Traffic Test

Increase Website Traffic

Foster Leads Test

Foster Leads And Sales

A Strategy That Fits Your Business’ Goals

You need a social media plan that elevates your brand and communicates who you are effectively.

We’ll create and implement a strategy that achieves that and much more.



Our financial industry marketing and advertising experts are ready to help you

Pay Per Click Advertising for Financial Advisors and Planners, Accountants, CPAs, Bookkeepers and Other Finance Professionals

Brandon Dante

Books In Balance

“Forward Push has created a new website for us, they write our blogs and run our Google Ads. It has been a great relationship and each year gets better and better."

Brandon Dante, Owner of Books in Balance Accounting

Start With A Personal Touch

A Social Media Presence That’s True to Your Firm

Good marketing always begins with research, so we begin our social media process by learning about your firm and framing out who your ideal client should be. This allows us to make sure your posts have a voice that’s true to you – one that properly reflects your priorities, personality and the image you want to project. It also helps us speak directly to the clients you wish to engage.


Planning for Success

Your Social Media Strategy

Once we get the background details right, we implement a plan of action with clear goals for engagement and follower growth. Our social team will develop a content calendar for your posts and tailor our approach for each social media platform. We will also adjust our efforts as needed in order to continue to meet the goals we’ve set. You won’t have to worry about posting, timing or content calendar management – we handle it all.

Content is King

Content That Engages

Your social media content will be original, relevant and tailored specifically to the clients you’re trying to reach. Our hardworking team of writers and designers will create made-for-social written content, graphics and videos designed to generate interest and highlight your expertise. We can also use these social media posts strategically to lead followers back to your website and your finance blog.

People reacting to posts on social media

Creating Your Community

Active Social Media Management for Financial Professionals

Your social media accounts will be fully managed with attention and care, so you and your staff won’t have to do a thing. Our community management team will engage with commenters, encourage engagement and gather valuable feedback from the community. We also use a range of tools to monitor important metrics, including audience growth patterns and top-performing posts. This data-driven approach helps us guide your engagement strategy for ongoing growth and success.

The Essential Social Platforms,
Handled Right for Your Business

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This grandfather of the social media channels is a must-have for any business. Their powerful tech tools let you hyper-target specific users and see granular details about engagement.

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The visual platform, it’s ideal for Financial Advisors and Planners, Accountants, CPAs, Bookkeepers and other finance professionals.

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Ideal for building company-to-client relationships, for customer service, and a powerful brand personality development tool.

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The place where professionals go to network, and where B2B marketing, education and engagement happen the most.

An accountant reviewing financial documents for their client

5 Reasons Social Media Matters for Financial Services Providers


It Builds Trust, Credibility and Legitimacy for Your Firm

Having an actively tended social media presence lets clients know you are a legitimate business, and one that cares about engaging with the community. You can use your accounts to publish educational articles and posts that discuss financial issues and establish your expertise in your field. These platforms are also a great way to talk directly to potential clients, win their trust, answer questions and get valuable feedback. Social media helps the public get to know your firm and better understand what it would be like to work with you.


More People Are Turning to Social Media to Look for Accounting and Financial Services

People are spending more and more time on social, and it has become an important way they look for services, learn about financial topics and research all their options. Having a presence on social media is a must for financial services providers, and well-tended accounts can bring in valuable organic leads and referrals. You want to be right there on Facebook, LinkedIn and other platforms when people may be looking for your expertise.


You Can Use It to Drive Traffic to Your Financial Firm’s Website

Your social media accounts are a tool you can use as part of a larger digital strategy. Social media posts can be crafted to lead people directly back to your website, and posting blog articles and videos hosted on your site is a great way to drive traffic and leads. Even your posts that aren’t linked back can inspire potential leads to look you up. You should be using your social media accounts strategically to generate new interest – and website traffic – for your firm.


Social Media Can Bring in Valuable Leads and More Conversions

A well-crafted post or a thoughtful response to a question from a commenter may be all it takes to generate a call to your office. Or a blog article that leads to your website may bring in a new lead who converts into a client once there. Simply reading your post history and checking out reviews can be a huge part of how clients research you. You want to have a carefully tended presence on social, with a good reputation people can see and a long history to help people overcome hesitation and decide to hire you.


Active Social Media Accounts Help With SEO

Google and other search engines use a range of online indicators to gauge website quality for ranking in search. Having multiple, active social media profiles that link back to your website is a very effective way to let Google know your firm is legitimate. This strong online presence-building should be part of your SEO strategy, so that search engines deem your website trusted and worthy of a high rank.

How to Choose a Social Media Agency for Your Financial Services Firm

Drive Optimized Leads

An Agency with Experience Handling Social Media for Financial Professionals

Engaging on social with people seeking financial services is very different than promoting a business or product. The approach is considerably less sales-oriented, and the tone needs to be tailored to the concerns and hesitancy of potential clients.

You need an agency that has experience using social media to build trust, one that can lead the conversation around financial matters that may be highly personal or just plain confusing. A good social media team will also know how to use your social to fuel strong SEO, website traffic and conversions.

A web design team working on designing and building a website

Posts for Maximum Impact

You have enough on your plate without worrying about a complex editorial calendar, scheduling, and posting. We handle all the aspects of cross-platform social media marketing to ensure your message and brand voice are consistent no matter where your clients see you.

Potential Clients Test

Reach Potential Clients

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Stand Out

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Increase Engagement

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Develop A Strong Brand Persona

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Build Your Online Reputation

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Talk To Clients Directly

A Strategy That Fits Your Firm

A Social Media Persona

A good social media strategy for financial professionals starts with research into the firm and the clients it seeks to serve. Your social team should know how to talk to your clients and cultivate the online reputation you want.

The best agencies will present you with a tailored strategy and create a goal-oriented cross-platform plan for scheduling and posting. They should also understand how your social media presence fits into your larger online marketing strategy.

A Partner In CollaborationAnd Reporting

Metrics That Matter

Full-Service Social Media Management and Reporting

The right social media marketing agency will keep you informed on how your social media strategy is working and show you metrics on post reach, page likes and engagement. They should also provide any feedback gained from commenters and reviewers on social.

Most importantly, your social media team should handle everything to do with social for you. That includes creating written content, graphics and video for posts, managing your editorial calendar, and fostering real interactions with commenters and followers.

Why Should You Choose Forward Push to Handle Your Social Media?

Below are some of the ways that we can help your firm succeed on Facebook, Instagram, LinkedIn, and more.

Years of Experience in Social Media Marketing for Financial Professionals

We’ve helped a lot of financial firms similar to yours on social, and we’ve definitely learned a thing or two. Our team is highly experienced at handling social media for accountants, financial advisors and more, so we understand how to grow your audience, earn their trust and use that to nurture leads for your firm.

Expert Digital Marketing Solutions

Strategies that Work

Having us on your side means you’ll avoid cookie-cutter approaches that don’t work, communications missteps and the disappointing results that come from a lack of direction. One thing we know is that the rules and norms for engagement on social are always changing, and you have to stay up to date and in the know.

Results You Can See

The goal of a social media strategy is to increase your reach and grow your stature, but the fact that it isn’t a conversion-based strategy doesn’t mean we can’t measure results. Our social media team can show you real metrics of our success, with regular reporting on tactics and performance in as much detail as you’d like to see.


A Campaign Centered On Engagement

How did this small firm compete with the larger firms and gain a competitive edge? 


Increase In
Website Users


Increase In
Organic Traffic


Increase In
Paid Traffic

Now Is The Time To Amplify
Your Firm's Social Media


Website Design

Project your firm on a site engineered to draw leads and convert visitors into satisfied clients. Build a website that works hard at finding and convincing people to see you.


Search Engine Optimization

Driving organic search through active strategy, keyword research, and content creation. Implement SEO methods that are tailored to the specific demands of the competitive financial landscape.


Pay Per Click Advertising

Being at the top of a Google search is important and the quickest way to get there is through PPC advertising. Make the most of your investment and bring in leads most likely to convert

Accelerate Paid Growth Atlanta Social Media Management

Social Media Advertising

Reaching new clients goes beyond your website and search. Appear in your client's social feeds to remind them of your business, what you provide, and much more.


Content Creation

Drawing in new clients depends on a strong content strategy. Create articles, newsletters, podcasts and videos to win the trust of those considering your firm.

Are We A Good Fit? Request A Discovery Call.

Speak with Marc

I love meeting new people and sharing how they can use marketing to build their business.

Do you have a half-hour to spend with me?