How to Figure Out What Kind of Content to Create (as a Financial Advisor)

a balance between comfort & effectiveness

Since I started my firm back in 2020, I’ve made just about every type of content out there.

Initially, I was on every platform and creating an unnecessary amount of things:

  • Podcasts
  • Threads
  • Carousels
  • 2-minute videos
  • Instagram quotes
  • YouTube videos
  • TikToks
  • Infographics
  • Email campaigns
  • LinkedIn newsletters
  • Long-form Facebook posts

But nothing was working that well..

I didn’t know it was possible to do “too much”, but I was doing too much.

I was pushing myself out of my comfort zone, but I wasn’t directing my efforts in a coordinated manner.

It wasn’t until I stepped back and figured out what I was trying to do & what I enjoyed doing that I started to find success with content marketing:

🎙 Listen to the full interview

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