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The Massive Opportunity Financial Advisors are Missing
Likes to Leads
I filmed a video in 15 minutes that has 1.5 million views in 2 days.
That’s not every post. But my best-performing ones have one thing in common: they explain something complex affecting a lot of people in a simple way.
If there's one thing we've learned lately, it's that people are overwhelmed by uncertainty. Between student loan chaos, global trade wars, and nonstop economic shifts, your clients and prospects need clear, trusted insights more than ever. The problem? Trustworthy sources are hard to come by.
Trust in traditional media continues to plummet, hitting record lows with only 32% of Americans saying they still believe in mass media. (Gallup)
And while misinformation floods social media, AI-generated content is making things even murkier. By 2025, experts predict 90% of online content will be AI-generated, amplifying mistakes, confusion, and misinformation. (CopyLeaks)
But there's a massive silver lining here, especially for financial advisors.
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The Opportunity: Becoming the Clear, Reliable Voice
Right now, clients and prospects aren't just searching for financial advice—they're desperate for someone trustworthy to explain what's actually happening in the economy. The perfect candidate? You, their financial advisor.
The internet needs more people with acronyms next to their names.
You already have certifications and fiduciary responsibilities.
You're transparent about who you are, your advisory business, and you’re obligated to act in your clients’ best interest.
Unlike sensationalized news or anonymous experts online, your name, credentials, and face are clearly on the line. This automatically positions you as a credible source.
But here's how you really win: Make your insights simple, relevant, and human-centric.
Make It Simple: The Power of Plain English
Let’s talk about student loans. Just last week, I took about 15 minutes to record a straightforward explanation of the recent changes impacting student loan borrowers. That simple breakdown quickly racked up over 1.5 million views in two days.
Why? Because it spoke clearly to people's real-life concerns. It wasn’t loaded with jargon or financial complexities—it was simple, relatable, and actionable.
This proves people don’t just want information—they want understandable insights. They're homeowners worried about mortgage affordability. They're renters concerned about rising prices. They’re small business owners uncertain about managing costs or tax strategies amid shifting global trade policies.
So instead of deep-diving into the nuances of every market movement or trying to sound like the smartest person in the room, explain clearly how specific news affects their everyday lives. People want understanding, not hot takes. Let people have the hot takes in your comments.
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Make It Relevant: Connect the Dots
How about trade policies and tariffs? There’s plenty of content out there talking about how this will affect the market. But your clients hired you to worry about the markets.
Instead, show them what it means for their lives:
Explain how new tariffs might affect small business costs and profitability. Suggest strategies your clients can use, like exploring new tax deductions or reducing overhead expenses.
Discuss how trade disruptions impact inflation, raising costs on everyday items like groceries, clothing, and fuel. How must a retiree adjust their withdrawal strategies or plan additional income sources?
Illustrate how shifting policies impact job markets, wages, and career opportunities—things your clients think about daily. Will they lose their job? Is it a bad time to change? What things should they be doing now to prepare?
People hire you to translate market chaos into understandable advice that's relevant to their lives. Focus on those connections, and you'll see immediate value.
Your Clear Path to Visibility and Trust
Here's your practical, repeatable strategy to become that trusted resource with a growing business:
Step 1: Grab attention on social media
Provide simple, timely breakdowns on current events (like student loans, inflation, or trade policies).
Clearly connect economic news to your clients' daily lives.
Invite followers to subscribe to your newsletter.
Step 2: Nurture with a weekly newsletter
Summarize key weekly developments relevant to their homes, careers, and budgets.
Create consistency so subscribers rely on you every week, regardless of the specific topics.
Occasionally, weave in deeper insights or specialized advice aligned with timely issues to reinforce value.
This simple funnel turns casual viewers into loyal, informed subscribers and ultimately into trusting clients.
The Bottom Line
Right now, your clients are lost in a fog of uncertainty and misinformation. You have a massive opportunity to step up, cut through that confusion, and be their trusted guide. When you consistently deliver simple, relevant, and human-focused insights, you're not just educating your audience—you're building trust, strengthening relationships, and growing your advisory business.
Ready to turn this opportunity into action? With Share Scoops Pro, we've streamlined financial content creation, helping advisors quickly produce trusted, relevant insights every week in minutes.
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