3 Ways the Best Teams Stay Motivated to Post on Social Media

Let’s review the state of things:

Referrals are fading—71% of near-retirement Americans don’t use them. (ThinkAdvisor)

Organic search isn’t much help either—64% of Google searches now never leave Google. (SparkToro)

That means waiting for clients to come to you just isn’t a strategy anymore.

If you want to attract new clients, you have to meet them where they are—on social media.

But staying consistent isn’t easy, and motivating an entire team to post regularly is even harder.

The good news? The best financial teams make social posting easier, collaborative, and celebratory. 

Here’s how to keep you and your team motivated to maintain a consistent presence online.

Make Posting Easy

Most people don’t struggle with posting because they don’t see its value; they struggle because it’s a pain in the butt.

Think about everything that goes into a single post:

1. Thinking of what to post

2. Researching and fact-checking

3. Drafting the content

4. Redrafting to make it shorter and more engaging

5. Writing a great hook

6. Creating a visual or filming a video

7. Posting across different platforms

8. Engaging with comments and messages

9. Checking analytics to improve the next post

That’s a lot. And it’s easy to push it off.

So, how do you make it easier?

1. Pre-Plan Your Content

If you sit down every day trying to think of what to post, you’ll burn out. Keep a running list of ideas based on real client questions and industry trends. If a client asks you something in a meeting, write it down. That’s a post. You already know what you’ll say.

2. Use Templates & Repurpose

Every post doesn’t need to be from scratch.

• If you write a newsletter, pull sections from it for social posts.

• If a LinkedIn post does well, turn it into a short video.

• If a teammate’s post gets traction, reframe it with a different hook.

One good idea should fuel multiple posts across different formats.

3. Batch & Schedule Posts in Advance

You’ll give up if you try to post daily in real time. Instead, set aside one day a week or month to write and schedule posts ahead of time. That way, when things get busy, your content is still running.

4. Limit Video Production Complexity

No one expects you to be a full-time content creator. If you’re making videos, keep it simple. A 30-second clip filmed from your phone is more than enough. Clear, quick insights beat overproduced fluff every time.

Make Posting Collaborative

The easiest way to make the process easier is to do it together. Easy.

Online content is a volume game and competition for attention. Attention compounds via the social network, so the more attention your teammates get, the more likely you’ll get attention as you interact with them.

Look at it like you’re trying to experiment as a team to refine the perfect post while boosting each others’ posts as much as possible. Get famous together.

Content Ideas? Jumping on trends? Both are easier as a group.

Think about approaching the content like a team. Build a collective list of topics you want to address. The best place to start is your client meetings. This list will help everyone create better content more easily.

Work together to make sure your team jumps on timely trends. Structuring your content around news and trending topics is critical for visibility and success online, but you can’t always jump into content mode when a juicy piece of news hits. With a team, that’s way easier.

If you’re jammed but come across a trend or news event worth discussing with your audience, share it with the team to see who has a few minutes to create a post. Let one person capture the timing, and the rest can amplify it later by resharing and adding their perspective.

Test and refine together.

Success on social isn’t random. It’s about figuring out what works and doubling down. A single advisor posting twice a week might take months to find the right formula. But if five advisors post regularly and share insights, you’ll learn what works 5x faster.

• If someone on your team has a post that does well, repurpose it with a twist.

• Rotate the hook, the client scenario, or the connection to a timely trending topic to make it new.

• If a format gets traction, turn it into a repeatable template.

• If one post flops, try a new angle instead of giving up.

Tweak the variables.

What you share from advisor to advisor doesn’t need to change much. Small changes to the scenario, hook, formatting, or voice make it new. If a client met with multiple advisors from your team, I bet the conversation would sound pretty similar. Don’t think it needs to be that different online.

People are often afraid of repurposing on social, but that’s exactly what you’re doing in real life. Your core advice and expertise don’t change much from week to week, so it makes sense that your content will focus on the same core messaging. Simply relate that core messaging to a relevant news event or client scenario.

Don’t focus too much on aligning the content to certain advisor specialties. The priority is getting people to interact with someone in your firm. You can use your specialties to present the same client scenario or piece of advice in a slightly different light.

Stop overthinking originality and focus on sharing what actually helps people.

Your team is a natural engagement pod.

Ever heard of engagement pods? They’re typically groups of creators who like and comment on each other’s posts to boost engagement. Most are artificial and, for that reason, often looked down on by social platforms, but your team has a real reason to do this authentically.

Here’s why it works:

1. Your posts get more traction when your team engages with them.

2. Commenting on a teammate’s post increases your visibility, too.

3. It creates a flywheel of engagement that expands your collective reach.

If a teammate posts something valuable, don’t just like it—comment with thoughtful insight. More engagement = more eyeballs.

Be better than the “Nice post!” Make it something that would inspire a viewer to check out our profile or like your comment.

If you can’t post this week, commenting on a teammate’s successful post can often generate just as much visibility and trust. In my early days, I gained most of my followers by commenting valuable insights on other creators’ posts.

Don’t make team engagement a mandatory process. The more you all do it naturally, the easier it will become. When you log in, your team will be sitting at the top of your feed, ready for engagement.

These interactions create compounding attention, multiplying your audience across every team member’s network and increasing the chance of interactions and conversions.

This kind of collaboration creates accountability in a supportive way. Sharing ideas, learning from each other, and leveraging each other’s success into more success is a highly motivating cycle.

Make Posting Celebratory

If posting feels like a distracting chore with no reward, people won’t do it. The best teams track wins, recognize progress, and reinforce that it’s worth the effort.

1. Share Client Wins on Social

Every client interaction contains a story worth sharing. Maybe you helped someone navigate a tricky estate planning decision or showed a young professional how to invest without stress.

With all of your client meetings, you should have several stores to share each week. Choose the ones that you’re most excited about and share them.

This helps emphasize and celebrate the small wins, which,

1. Boosts team morale

2. Demonstrates to potential clients the tangible ways you can help them

3. Educates and demonstrates your expertise

4. Makes posting a fun sharing moment, not an obligatory writing assignment

And if an advisor feels awkward posting about their own success? Have a teammate share it and tag them. That way, you create interaction while showcasing the expertise within your team.

“I see this problem all the time in my work. My partner just helped a family through this common but frustrating problem. Here’s how you can also be prepared.”

2. Track the Wins

Make sure you have a way to identify when your content funnel delivers a new client.

Get the tech: Set up a CRM, Google Analytics, or UTM tags to track the user acquisition path from your social media and newsletter.

Or keep it simple: Ask all your new clients where they found you. They might mention a post that brought them to your newsletter and then a post in the newsletter that inspired them to take action.

Share those results with the rest of the team and celebrate it! Knowing the content work is worth the effort fuels the motivation to post more.

3. Share the Real World Feedback

Most social engagement is invisible. People might never comment or like a post, especially in finance, but that doesn’t mean it’s not having an impact.

I can’t even count the number of times someone has told me or my wife that they love my content and watch all of my videos, but I’ve never seen their name in the likes or comments.

All. The. Time.

People who don’t create don’t realize how important it is to tap that like button. It’s even worse with educational or financial topics because people often feel nervous about engaging with complex topics publicly.

That’s why tracking qualitative feedback matters. If a client says, “I loved your post on estate planning,” that’s a win.

Make it a habit to share this kind of feedback with your team. It reinforces that people are paying attention—even if you don’t see it. Keep a list, maybe a physical or digital whiteboard, to track those positive responses.

4. Value the Absolute Metrics

As you get better at posting, your performance expectations will naturally increase. It’s easy to get discouraged when your posts don’t go viral. But financial content isn’t about competing with viral entertainment—it’s about staying top-of-mind with informative, educational content.

• If you start posting twice a week and get “only” 5-10 likes each, that’s hundreds more people engaging with you every year.

• Even small numbers mean thousands of potential clients seeing your content.

This is a long game—the people who stay consistent win.

Final Thoughts: Start Small & Stay Consistent

Motivating yourself and your team to post doesn’t require some massive overhaul. It’s about:

• Making it easier with pre-planned ideas and templates.

• Collaborating as a team for engagement and content generation.

• Celebrating all of the wins to reinforce that it’s worth the effort.

What to do next:

• Encourage your team to start with one post per week.

• Run team challenges to make it fun.

• Review progress regularly with the team to strategize and celebrate.

• Lead by example—post regularly yourself.

Social media isn’t about becoming an influencer overnight. It’s about showing up consistently so that when clients need financial help, they already know who to turn to.

And if you want a faster, easier way to structure content for your team? There are tools to help—but the main thing is getting started.

Your clients are online. Will they find you?

Need support or want to see how other financial pros save hours each week while staying top-of-mind? Let’s talk.

Schedule a quick demo of our Share Scoops Pro Content Suite today.

Our platform is designed to help you streamline content creation—no burnout required.