6 Reasons For Financial Services Professionals to Use Facebook

6 Reasons For Financial Services Professionals to Use Facebook

“Facebook can help you reach all the people who matter most to your business”

That is what Facebook promotes, and they can be right, in helping you reach new clients, engage with existing ones, and help broaden your brand across many unchartered communities.

Facebook Statistics

It is the largest social network in the world with over 1 million users. It is simply too big to ignore. Have a look at the stats below, and you will be amazed at the sheer numbers of users and activity taking place on Facebook. (source: Facebook, Research Date: 7 January 2014)

1. Total number of monthly active Facebook users


2. Total number of mobile Facebook users


3. Total number of minutes spent on Facebook each month


4. Percent of all Facebook users who log on in any given day

48 %

5. Average time spent on Facebook per visit

18 minutes

6. Total number of Facebook pages


Why wouldn’t you want to reach these users to promote your business?

Every 20 minutes on Facebook

Facebook users are interacting with old and new friends, and following their favourite brands, products and businesses. People are reading their Newsfeeds, asking questions, sharing their experiences, and re-sharing their content that is valuable and meaningful to them.

1. Links shared

1 million

2. Friends requested

2 million

3. Messages sent

3 million

6 Reasons for Financial Services Professionals like Advisors & Accountants to Use Facebook

1. Connect with your Ideal Audience

Retirees and non-business clients are much more likely to be on Facebook, and already accustomed to engage in ongoing conversations on Facebook than any other social media channel.

2. Provide ongoing communication & education

Facebook provides the ability to feature videos, links to SlideShare presentations, photos, audios, infographics and your client newsletters.

3. Ongoing Engagement

The informal settings of Facebook provides a flexible platform to easily share your personality, interests, and activities around community causes important to you. It allows for a much more engaging way to share photos of staff and links to client seminars which promotes your brand in a much more approachable way. It is easy to connect and engage with your community of loyal clients.

4. Client Service & Support

Using Facebook for Q & As or Frequently Asked Questions (FAQs) on your advice process, or updating your clients on changes to legislation changes such as Budget Updates is an easy way to keep your clients informed, updated and engaged.

5. Boost Positive Engagement & Exposure

The statistics on Facebook usage is hardly surprising as the most widely used social platform. A simple ‘like’ by a client of a piece of content posted is likely to generate better exposure and engagement than any other social channel.

6. Boost your 

Search Engine Optimisation (SEO)

Every post made on your Facebook boosts your practice search-ability. Search engines love content, and the more you post the higher your search rankings.

You can keep your business ‘top of mind’ through active updates.

Facebook Mobile App

Facebook is one of the most downloaded mobile apps, so it is essential to understand how Pages work on a mobile device.

Users are able to update their status, browse their newsfeed, Check-In to places and view Pages. This means that your updates and content can have a huge opportunity to reach more audiences.

Don’t forget, there are 680,000,000 mobile Facebook users according to Facebook (7 January 2014).


Facebook can help businesses to achieve their goals by:

1. Finding New Clients

2. Boost Traffic & Prospects

3. Engage with Clients

Watch videos below to LEARN 1. What to post on Facebook for Financial Planners? and 2. How to grow your Facebook Page audience?

About the Author:

Jenny Lee-Koksal
Freelance Digital Marketer - Love all things DIGIAL | ONLINE | SOCIAL. I currently help Australian small businesses and solo entrepreneurs who understand the need to go digital but simply lack the time and the knowledge to do so. I become part of your business and assist where I can with your digital marketing needs.

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Inbound Marketing is marketing focused on getting found by customers. It’s customer-focused. It’s helpful. Inbound is about being a part of the conversation. Being a part of that conversation means sharing helpful, relevant content with the world. It’s about drawing people in -- that’s why it’s called Inbound, after all. And most of all, it’s about creating marketing that people love.


Starting at the beginning, you’ll need to attract strangers to your site, turning them into visitors to becoming prospects. Some of the most important tools to attract new users are blogging, optimising your website, and social media. In today’s world, buyers have all the power. What about the last time you made a purchase? Did you call up sales asking to buy? Or did you hop online and do some research?


Once you’ve attracted new visitors, the next step is to nurture some of them into leads by gathering their contact information, and in return for content engagement and education. Things like eBooks, Whitepapers, videos, blog posts, SlideShares and more. Whatever information or content would be interesting, useful and valuable to your prospects. One of education and empowerment.


Now that you’ve attracted the right visitors and nurtured the right leads with engaging content, it’s time to transform those leads into customers. In the Close stage (converting leads into customers or clients) tools like email and a Customer Relationship Management system (CRM) can be used to help sell to the right leads at the right time. Knowing who your Buyer Personas helps with the conversion.


Inbound is all about providing remarkable content to your users, whether they’re visitors, leads, or existing customers. Just because someone is already a customer doesn’t mean that you can forget about them! Inbound companies continue to delight and engage their customer base, turning them into happy promoters of the products and services they love. It's about creating marketing people love.