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How To Set Up A Facebook Page For Your Financial Planning Business

Attract more clients from social media

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How to set up a Facebook page for your financial planning business in under 1 hour!

Watch over our shoulder as we show you how to create a page from scratch.

Are you a financial advisor who wants to start using Facebook as a marketing strategy for your business?

Many of your clients and potential clients spend part of each day on Facebook.

Wouldn't it be good if they could interact with your business while they're on Facebook?

I'm Allan Ward from the Advisor Marketing Club. I help financial advisors use the internet to attract new clients.

Most financial advisors I know want to grow their businesses by attracting the right kind of clients.

Many are looking at social media as a way to interact with prospects, but don't know where to begin.

A Facebook page is a good start for many financial advisors. Many of your clients and their friends are already on Facebook and they're used to interacting with businesses like yours online.

But setting up a page can be confusing. So confusing that you don't do anything!

And that's where this course comes in.

Who is this course aimed at?

Financial advisors.

Wherever you are in the world, if you're in the financial planning industry and wanting to set up a Facebook page for your business, then this course is for you.

What's in the course?

We walk you through:

  • What type of page to set up
  • How to set up a good looking cover image (without needing to be a Photoshop guru)
  • Where to put the disclaimers (yes, we love compliance like you do!)
  • What all the different settings mean
  • How to improve your ranking in Facebook search
  • How to make your first post

It's easy once you know how.

Enroll in Course For Free


Watch us as we do it

Most of this course is made up of video taken directly from our computer screen as we set up a Facebook page from scratch.

You get to watch us as we do the things we're telling you to do! It's just like watching over our shoulder.

If you get stuck on something as you're doing it, you just come back to the video to see what we did.

No fluff

We hate people who waffle on and on and waste your time.

So all our courses come with a 'no fluff' guarantee.

There's no extra stuff and long pauses where nothing happens. Each video is edited so you see the things you need to know - nothing more, nothing less.

We prefer a series of shorter video lessons that are easier to digest rather than one or two long and boring videos.

No risk

This course is free, so there's no risk of you wasting money on something of no value!

It's our way of demonstrating our value to you.

If you watch this course and get some benefit from it, then you'll be more likely to buy our other courses or engage us to help you with your online marketing.

Enroll in Course For Free


Your Instructor


Allan Ward
Allan Ward

Hi, I’m Allan Ward.

I’ve been involved in the financial planning industry since 1994 and over that time I’ve seen first hand how the internet and technology have changed our industry.

I provide consulting services to people in the financial services industry who want to learn more about how to use the internet.

I work with smart financial advisors who want to use the web to attract and retain quality clients.

You can no longer ignore the threat of digital disruption – it’s here. Online providers are marketing to your clients and you can either do nothing and start to lose clients, or you can embrace technology and develop a value proposition for your clients that’s about more than just getting good investment returns.

And having a website is no longer enough - you need a strategy for the internet.

A website with no strategy is like a client having an investment but no financial plan. They’re part-way there, but there’s some missing pieces to the puzzle!

Through the Advisor Marketing Club I teach you how to use the internet to attract ideal clients to your business.

I don’t use fancy marketing words like ‘traction’ or ‘collateral’. I keep it real. I’ve worked as an advisor – I know what it’s like to be sitting in your shoes.

What you’ll get from me are marketing strategies that work in the financial planning world.

And I’m a real person. I live in Adelaide, South Australia. I’m married with two boys and love playing guitar and watching the soccer. And I have a sense of humour. Seriously.

I believe that life is about more than money and I’m passionate about making a difference in my world.


Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
If this were a paid course we'd happily offer a money-back guarantee. But it's free. So we hope you pick up something of value from watching it. In the off chance that you're still unhappy (despite not paying anything for it), let us know how we could improve things and where we missed the mark. Your honest feedback can help to make the course better.

Get started now!