Created by CFP®, CLU professionals

Let’s be real, your prospects will google you, and two results pop up:

  • Your website

  • Your social media profile 

When your prospect goes to your social media profile, what will they see? Is it optimized? What does this mean? It means:


  • It shows who you serve
  • It shows what you do 
  • It shows who you are
  • Has a clear call to action
  • Updated consistently

Why is social media important? Think of it being in the same place as your ideal clients.  

Over 55% of high-net-worth investors are on Facebook1, 39% on LinkedIn and 10% on Twitter2. Therefore, posting consistent and regular content that is engaging and focused on education will do several things:

  • Demonstrate that you’re up to date providing information that builds trust and credibility. 
  • It shows that you’re an expert at what you do

Social media helps you stay top of mind with ideal clients as long as you post consistently.

There are three goals for social media:

1. Book a meeting
2. Subscribe to your newsletter
3. Go to your website

Advisors don’t have time to post consistently and often struggle with determining the content type to post. 

At Financial Tech Tools, we: 

  • Optimize your LinkedIn, Facebook and Twitter 
  • Provide a content calendar 
  • Post directly upon your approval 

Our social media process is simple. We do three meetings: 

  1. Intake: We get to know you and your business. (60 min.)
  2. Optimize your social media profiles: The draft profiles are ready for your review and feedback. (30 min.)
  3. Plan: We plan your social media calendar. 

Book a meeting today to see how we can grow your business.

Social Media Pricing

Social Media Optimization

$125 Per Profile

Professional Optimization by financial industry experts.

Managed Website, Email Marketing & Social Media

$1099 Setup


Professional website, monthly e-newsletters, plus up-to-date social media.

  • Everything included with website and email newsletter
  • LinkedIn Profile Optimization
  • Facebook Company Page Setup
  • Twitter Cover Image
  • Weekly LinkedIn posts
  • Weekly Facebook posts
  • Weekly Twitter posts

Examples of a social media calendar

Examples of an optimized social media profile




Are you still not convinced?

We don’t want to tell you how awesome we are; we’ll let our advisors tell you:

Roberta Herod
Roberta Herod
I have worked with Angelina for several years. She is easy to work with, knowledgeable and generous in spirit. She works hard to understand your specific needs and restrictions around a financial website. The posts created by her company are smart, timely and can be tailored to you website. I highly recommend Angelina and her team for a financial website.
Yong Choi
Yong Choi
Angelina, Alana and Alex were quick, courteous and very helpful. They helped me build my own website. I am incredibly pleased with the quality of AAA++++++ customer service provided to me. They handled my numerous queries and revisions in a professional manner.
Paul Haslam
Paul Haslam
Top notch organization with terrific service and knowledge base.
Bettina MacConnell
Bettina MacConnell
I feel so fortunate to have such a fantastic website! Plus Angelina has been instrumental in helping me to fine-tune my website so that it operates efficiently and is user-friendly!
Chris Hamilton
Chris Hamilton
I started working with Angelina in 2010 before I sold my book of business to a larger firm. I recently bought the book of business back and immediately called Financial Tech Tools to help me get my website, social media and email set up. They have done a fantastic job. They literally are the 'Insurance and Tech Nerds'. I highly recommend using there services if you are an insurance advisor as they know the business extremely well and they know what clients want/need to see. The website they set up for me is absolutely amazing. 5 stars all the way!
John Ward
John Ward
First and foremost, I am thrilled with the results of the website! Secondly, Angelina was always pleasant, professional and prompt in our communications and her deliverables. Often, she went the extra mile in her thoughtfulness of what I was implicitly trying to accomplish with the site and for quick turnarounds on the tweaks and changes before launch. I highly recommend her services. I could not be happier than I am with the results of this collaboration and with the bang for the buck I received.
Tami Romanchuk
Tami Romanchuk
Angelina and her team have been AMAZING! Her energy is magnetic and makes her an absolute pleasure to work with. Angelinas expertise has helped in surpassing my marketing goals. I highly recommend Financial Tech Tools to anyone looking for some help with their marketing!
Yogesh Sheta
Yogesh Sheta
Angela is Awesome, very professionals, creates eye catching infomercials. committed to her profession. communicates very well. I am glad i have an opportunity to work with her.
Blessie Manders
Blessie Manders
Angelina is simply the best on what she does. She is very knowledgeable and professional. She made the process of building my website easier than I thought, she is patient and took the time, listen and address all my needs for my website. I would definitely recommend her.