Summer is a great time to engage clients and prospects with timely content that keeps your firm top of mind. Here are seven ideas for email, blog, and social media content you can post this summer.

📈 Mid-Year Portfolio Review

Encourage clients to conduct a mid-year review of their investment portfolios. Share a checklist of steps they can take, such as assessing performance, rebalancing assets, and reviewing financial goals. Highlight the importance of staying proactive to ensure their investments are on track. Use email newsletters, blog posts, and social media updates to spread the word.

🏖️ Retirement Planning for Summer Vacationers

Summer is a great time to think about the future. Create content focused on retirement planning, especially for those nearing retirement age. Discuss strategies like maximizing retirement account contributions, understanding Social Security benefits, and planning for healthcare costs in retirement. This can be shared as blog posts, informative social media graphics, or a dedicated email series.

🛫 Financial Tips for Summer Travel

Provide practical financial advice for those planning summer vacations. Topics could include budgeting for travel, using credit card rewards effectively, finding travel insurance, and managing expenses while abroad. These tips can be shared through engaging blog posts, travel-themed social media posts, and travel budgeting guides sent via email.

💰 Summer Savings Challenges

Introduce a summer savings challenge to help clients build better financial habits. Offer weekly or monthly tasks, such as saving a certain amount, reducing unnecessary expenses, or finding ways to increase income. Use social media to track progress, share tips, and encourage participation. Create an email series to provide reminders and motivation throughout the challenge.

💻 Educational Webinars and Workshops

Host webinars or workshops on key financial topics, such as investing basics, tax planning, or estate planning. Summer is a good time to offer these educational sessions as people may have more free time. Promote these events through email invitations, blog announcements, and social media posts. Record the sessions and share the videos for those who can't attend live.

📣 Client Success Stories and Testimonials

Share success stories and testimonials from clients who have achieved their financial goals with your guidance. Highlight the strategies used and the positive outcomes. This type of content builds trust and inspires potential clients. Use blog posts, social media posts with client quotes, and video testimonials to showcase these stories.

📖 Financial Literacy for Teens and Young Adults

With school out for summer, it's an ideal time to promote financial literacy among teens and young adults. Create content that covers basics like budgeting, saving, investing, and understanding credit. Consider hosting a webinar or creating a downloadable guide to make this information more interactive and appealing. Share these resources on your blog, social media, and through targeted email campaigns.

By implementing these content ideas, financial advisors can provide valuable information, engage their clients, and demonstrate their expertise. This approach will help maintain strong client relationships and attract new clients looking for reliable financial advice.

Overwhelmed by the thought of writing all this content? We’ve got you covered. With Levitate, pre-schedule your content months in advance from our library full of email and social media content covering topics like we mentioned above, plus much more. 

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