In reading this article you will understand:
- How Instagram can be used strategically by financial advisers to build credibility, simplify complex financial topics and engage emerging investors.
- The benefits of visual communication formats such as reels, stories and carousels in explaining financial concepts and improving client engagement.
- The compliance and accessibility considerations for financial professionals using Instagram, including FCA (COBS 4.2.1R) rules and inclusive communication practices.
- Practical technical tips for managing Instagram effectively across mobile and desktop, using scheduling tools, hashtags, highlights and link optimisation.
Instagram may not scream “retirement planning” or “wealth accumulation” but don’t let the polished photos and lifestyle content fool you.
With a growing number of financially curious Millennials and Gen Xers using it to learn, explore and engage, the platform is quickly becoming a vital space for advisers who want to:
