Utilizing Social Media in Financial Marketing: The Dos and Don’ts

Utilizing Social Media in Financial Marketing: The Dos and Don’ts


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Hey there, fellow marketers and friends! Today’s the day: let’s dive into the intriguing world where finance meets the social buzz –

a place where numbers blend with conversations, and strategies mingle with engagement.


We’re excited to share some golden insights on leveraging social media for financial marketing, and we’ll do it in a way that’s

as cozy and familiar as chatting over a cup of coffee in your favorite local cafe.


the dos.

Authenticity: Your North Star: Forget the stiff suits for a moment; let’s real talk. Share relatable stories, connect with emotions,

and let your brand’s personality shine. It’s all about being true to who you are.


educate & connect.

Picture this as a friendly chat rather than a lecture. Educate your audience with valuable content, but keep it conversational.

Engage in discussions and show that you’re genuinely interested in their thoughts.



Just like being fashionably late isn’t cool, missing the engagement window on social media isn’t either. Discover the

best times to share your content and engage with your audience.



Think of compliance as the seatbelt on this social media ride. It might not be the most exciting part, but it keeps

everyone safe and sound. Stick to industry rules and safeguard your audience’s trust.


the don’ts.


hard sells.

Imagine being at a party and someone continuously pitching products – it gets old really fast. Instead, focus on building

relationships and trust, minus the constant sales pitch.


forgetting your brand.

Like staying on topic with a friend, make sure your content aligns with your brand values. Avoid random tangents that

might confuse your audience.



Remember those friends who vanish and then pop up randomly? Let’s not be that friend. Stay consistent in posting and

engagement to keep the conversation alive.


lack of security,

Just like guarding your secrets among friends, protect sensitive financial information. Ensure top-notch data security

to maintain trust and integrity.


to sum it up.

In this vibrant landscape of financial marketing, social media isn’t just a platform; it’s a place where your brand’s story

unfolds. By weaving creativity into your strategy and adhering to these friendly guidelines, you’ll set sail toward success.


Here at Threshold Agency, we thrive on crafting strategies that resonate, campaigns that captivate, and

experiences that linger. Are you ready to embark on this journey and elevate your financial marketing game?


Remember, staying true to your brand while connecting with your audience is key. Let’s set sail together and make

waves in the social media universe. Stay tuned for more friendly tips and insights from Threshold. 


Until then, let’s navigate these social seas together and unlock the potential of your financial brand!


before you go.

For more tips and information about marketing your everything, take a look at the rest of our blogs, right here on our website! 

You can also subscribe to our email newsletter (it’s got some great stuff), and follow us on Instagram, Facebook, or LinkedIn!


about the author.

Ava is the SEO & Paid Media Specialist at Threshold.

In her role, she is responsible for the content creation and management of all Threshold and PromoShak social channels

and strategies, blog content, SEO maintenance,

and aids in digital marketing activation. She’s kind of a jack-of-all-trades.

When she’s not busy creating content, you can usually find her picking out new plants, island-hopping,

watching Duke basketball, or spending time with her fur babies.

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