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In today’s noisy digital world, every financial advisor is online, but few are truly seen.
Clients don’t just look for someone who can sell; they’re searching for someone they can trust.
Doris Clarke’s book Stand Out teaches that success on social media comes not from shouting louder, but from showing up smarter.
If you want to be recognized as a trusted financial advisor, here’s how to apply her ideas and turn your online presence into a powerful trust-building tool.
Be Known for One Thing; Your Signature Message
Clarke reminds us that clarity creates memorability. You can’t be known for everything, so decide what you want your personal brand to stand for.
Maybe you help young professionals start saving early, OFWs protect their families, or entrepreneurs secure their legacy.
Whatever your niche, own it and let it shine through every post.
Tip: Write a short positioning statement and place it on your profile:
“I help Filipino families build financial security, one decision at a time.”
When people think of that topic, they should think of you.
Educate, Don’t Just Promote
People don’t follow advisors because they want to buy insurance, they follow because they want to understand it.
Clarke emphasizes that “value-first content” builds credibility faster than self-promotion ever could.
Post ideas:
- “3 Simple Steps to Protect Your Family’s Future”
- “Why Life Insurance Is Love in Financial Form”
- “The Smart Way to Start a Child Education Fund”
The secret is to simplify, not to sell. Every post should make someone smarter and more confident about money.
Be Authentically You
Authenticity is Clarke’s magic formula for standing out. Perfection is forgettable; sincerity is magnetic.
Show your human side; your journey, your struggles, your “why.”
Maybe you started as a client before becoming an advisor. Maybe you saw how insurance changed someone’s life. Tell that story.
People connect with stories, not statistics.
Example:
“I didn’t join this industry to sell policies. I joined to make sure no child ever has to stop studying because a parent got sick.”
Build Trust Through Consistency
One viral post won’t build your reputation, consistency will.
Clarke writes that “Reputation is repetition.”
Be there, week after week, delivering insight and encouragement.
Tips:
- Have themed days like Money Mondays or Financial Freedom Fridays.
- Maintain a clean, professional design.
- Avoid political or divisive posts that confuse your message.
Over time, people will associate your face with reliability and wisdom, two traits clients crave most.
Let Others Tell Your Story
Social proof is one of Clarke’s key pillars of credibility.
When others talk about your work, your authority grows naturally.
How to use social proof:
- Post testimonials or thank-you notes (with consent).
- Share photos from seminars, awards, or client milestones.
- Collaborate with respected names — other advisors, financial literacy advocates, or local community leaders.
Trust multiplies when it’s endorsed by others.
Engage and Listen
Standing out isn’t just about posting, it’s about conversing.
Clarke reminds us that dialogue, not monologue, builds relationships.
Ask questions.
- Respond to comments with empathy.
- Host short Facebook Lives or Instagram Q&As where you answer real money concerns.
- When followers feel heard, they’ll see you not just as a content creator, but as a caring advisor.
Lead Conversations, Don’t Chase Them
The final step is becoming a thought leader, someone who guides the conversation on financial wellness, rather than reacting to trends.
Share your take on economic issues. Explain what new tax rules mean for families. Write quick “how-to” guides that make your followers’ lives easier.
When you consistently offer clarity in a world of confusion, people will turn to you first.
Closing Thoughts
In Stand Out, Doris Clarke writes:
“You don’t have to be louder to be heard. You just have to be clearer, kinder, and more consistent.”
That’s the heart of social media success for financial advisors.
Don’t focus on going viral, focus on becoming valuable.
Show up with sincerity, teach with simplicity, and your audience will reward you with trust.
All the best my friends!!
#acgadvice
