Social Media Workshop for Financial Services Professionals
Social media matters for Financial Services Professionals — but knowing what to post, how to stay ethical, and where to start can feel hard!
For financial professionals, social media isn’t about trends or virality — it’s about credibility, clarity, and trust.
This free, 1-hour in-person workshop is designed for finance professionals who want to use social media in a way that feels professional, compliant, and sustainable — without sounding salesy or spending hours creating content.
This workshop is ideal for:
- Mortgage brokers
- Financial advisers
- Accountants & bookkeepers
- Insurance brokers
- Finance consultants and practice owners
What we’ll cover:
- Why social media often feels uncomfortable for finance professionals
- What type of content actually builds trust and authority
- Which platforms make the most sense for financial services
- How often you realistically need to post
- How to communicate expertise without making claims or promotions
Live demonstration:
You’ll see a real-time content capture demo with a producer and videographer, showing how professional content can be recorded simply using your phone — with the right framing, lighting, and structure.
This session is educational and practical, with no pressure to sell. Optional next steps will be shared for those who want deeper support with planning or execution.
Duration: 1 hour
Cost: Free
Spots: Limited
Location: Waterman Narre Warren, Level 2
Social media matters for Financial Services Professionals — but knowing what to post, how to stay ethical, and where to start can feel hard!
For financial professionals, social media isn’t about trends or virality — it’s about credibility, clarity, and trust.
This free, 1-hour in-person workshop is designed for finance professionals who want to use social media in a way that feels professional, compliant, and sustainable — without sounding salesy or spending hours creating content.
This workshop is ideal for:
- Mortgage brokers
- Financial advisers
- Accountants & bookkeepers
- Insurance brokers
- Finance consultants and practice owners
What we’ll cover:
- Why social media often feels uncomfortable for finance professionals
- What type of content actually builds trust and authority
- Which platforms make the most sense for financial services
- How often you realistically need to post
- How to communicate expertise without making claims or promotions
Live demonstration:
You’ll see a real-time content capture demo with a producer and videographer, showing how professional content can be recorded simply using your phone — with the right framing, lighting, and structure.
This session is educational and practical, with no pressure to sell. Optional next steps will be shared for those who want deeper support with planning or execution.
Duration: 1 hour
Cost: Free
Spots: Limited
Location: Waterman Narre Warren, Level 2
Line-up
Ali jahani
Tina Dochana
Ali Tousi
Good to know
Highlights
- 1 hour
- ages 18+
- In-person
- Doors at 11:45 am
Location
Waterman Narre Warren
66 Victor Crescent
#Level 2 Narre Warren, VIC 3805
How would you like to get there?
Agenda
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Social Media Foundations and Content Strategy
In this section, we’ll explore why social media often feels challenging for financial services professionals. We’ll discuss why traditional “professional” content doesn’t always perform well, address common barriers such as time, confidence, and compliance concerns, and explain why audiences respond more strongly to clarity and reassurance than polished promotion. We’ll then cover the foundations that actually build trust and authority online. This includes how to choose the right platform, how often you realistically need to post, and which content types work best for financial professionals. Attendees will be introduced to educational, process-based, and perspective-led content that communicates expertise clearly and professionally — without making claims or sounding sales-focused.
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Live Content Capture Demo & Q/A
The session includes a live content capture demonstration led by a producer and videographer, showing how to record professional, confident, and compliant content using your phone. We’ll cover simple filming setup, video structure, and practical techniques that make content creation feel clear and achievable. We’ll then focus on how to apply the framework without overwhelm, including common mistakes to avoid when posting as a financial professional and how to maintain consistency without spending excessive time on social media. An overview of the extended 3–4 hour content planning workshop will be shared for those seeking deeper, hands-on support. The workshop concludes with key takeaways, resources, and optional pathways to continue learning or receive further guidance, leaving attendees feeling informed, confident, and supported.