AI Marketing Team for Financial Advisors
Project Overview
Managed end-to-end social media presence for two financial advisor clients. The work covered everything from research and ideation to design, scripting, motion graphics, Meta ads, and AI-powered automation, building a consistent and credible brand for both clients across Instagram and Facebook.
The challenge with financial clients is trust. People don't follow financial advisors for entertainment. They follow for clarity, confidence, and credibility. Every post, reel, and ad was built with that in mind.
What We Did
- Ideation
- Script Writing
- Caption Writing
- Copywriting
- Graphic Design
- Motion Graphics
- Visual Generation
- Meta Ads
- Research
- Posting
How We Worked
Weekly research and ideation
Every week started with research trending financial topics, news, audience pain points and turning that into a content plan for the week.
Script and caption writing
Scripts written for short-form reels hook, body, CTA. Captions written with the right hashtags, keywords, and tone for financial audiences.
Design and motion graphics
Static posts, carousels, story designs, animated intros, and motion graphics all created to match the brand identity of each client.
Visual generation with AI
AI tools used to generate unique visuals, backgrounds, and creative assets that would have taken hours to produce manually.
Meta ads setup and management
Ad creatives designed, copy written, campaigns set up and monitored targeting financial audiences on Facebook and Instagram.
Scheduling and posting
Content published at optimal times across platforms. Consistency maintained across both client accounts every week.
AI Agents Built for This
Custom AI agents were set up to speed up the workflow without replacing the thinking. Each agent handled a specific part of the pipeline.
Key Outputs
Work Samples
