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Financial planning firms · Social media

Post what a family can use, and keep the sales pitch out.

Social media marketing for a planning firm means sharing plain explanations that help a family think about a goal, and leaving out tips and return talk. GullySales works on the post plan, the wording and a review step so nothing breaks the rules for your registration.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of banks at work in India

What social media means

Social media is the ongoing posting your business does on platforms such as Instagram, Facebook and LinkedIn to stay visible to customers and prospects between purchases. GullySales plans a posting calendar, writes captions and designs the images so the page looks active and answers what a visitor would ask.

Also for financial planning firms

Sales and marketing for financial planning firms, the overview.

Last updated 18 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For financial planning firms

Where it usually goes wrong, and what we would do.

  • “A feed full of market calls attracts the wrong audience”

    Posts about what the index did draw traders and rival planners. A family wants a post about how to talk about money with a spouse or what a plan contains.

  • “Advertising rules differ by registration”

    What a registered adviser may post, and how, depends on the registration held. A post plan needs your compliance adviser's reading before anything goes out, and the firm should check the platform's current rules too.

  • “The planner is the brand”

    Families hire a person. A short video of the planner explaining one idea in plain words shows how the meeting will feel, and a logo-only page cannot do that.

  • “Posts with no next step go nowhere”

    A reader who likes a post has no way to book. Every post plan needs a quiet route to a first meeting, such as a link to the goal page or a message prompt.

What we do

What we deliver for financial planning firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A post plan built on family questions

    A list of questions families ask planners, each turned into a post idea in plain words.

    Result: You can see the next set of posts and why each exists.

  2. Drafted posts and carousels

    Written copy and layout notes for each post, with no returns, tips or product names.

    Result: The team has posts ready that follow a single voice.

  3. A compliance check step

    A simple route where each draft goes to your adviser or compliance contact before publishing.

    Result: Nothing goes live without a recorded approval.

  4. Short video scripts for the planner

    Scripts for a planner to speak on camera, each covering one idea in plain words.

    Result: The planner records from a script and not from memory.

  5. A booking route from every post

    A consistent link or message prompt pointing to the first-meeting booking.

    Result: A reader who is interested can book without searching.

How the result is measured

  • Posts published
  • Engagement rate
  • Enquiries from social profiles

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full social media marketing page

Who it is for

This is written for these financial planning firms.

  • Certified financial planners running individual practices
  • Planning firms for young dual-income families
  • Doctors, engineers and other professionals with irregular income, served by a specialist planner
  • Planning practices for business-owning families
  • NRI families who still hold Indian assets and need someone here
  • Fee-only planning firms charging a flat plan fee
  • Single women and divorced clients starting over
  • Planning desks attached to a CA or insurance practice

How it works

How the social media work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Understand your audience and platforms

    We identify which platforms your specific buyers actually use and what kind of content they respond to.

  2. 2

    Audit current presence

    We review existing pages, past content performance and any gaps in consistency.

  3. 3

    Build the content calendar

    A plan is created, balancing genuine value with occasional direct offers.

  4. 4

    Implement and post

    Content is created and published consistently on the agreed schedule.

  5. 5

    Measure and optimise

    We track enquiries alongside engagement and adjust the content mix based on what actually performs.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 0, foundation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which platform suits a planning firm?
It depends on who you serve. Professionals use LinkedIn and families use Instagram or YouTube. We start with where your clients already are and add a platform only if you can keep it up.
Can we share a client's good news?
Be careful. Testimonial and client-story rules apply to registered advisers, and privacy matters in money. Check with your own adviser first, and prefer clearly marked example families over real ones.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for financial planning firms

Everything else we would do for you.

Closest to this: content and social

Also for financial planning firms

Or start from the overview: sales and marketing for financial planning firms.

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