We design engaging financial advisor social content.

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Your social content matters.

Stay
Top of Mind
When someone in your area thinks “financial advisor,” who comes to mind? If it’s not you right now, it’s fixable, and great content can help. It enables you to literally place yourself in the palms of your prospects’ hands, without breaking the bank.
Build Thought Leadership
Great content helps you showcase your professionalism, process, and expertise, without having to brag or self-promote. Many advisors claim the same things. Show your prospects that you’re different.
Deepen Client Relationships
There are only so many times you can see or talk to a client or COI throughout the year. Social content gives you the ability to stay in front of them in a way that’s relevant, meaningful, and builds on the relationship.
Ensure a Great First Impression
Our data shows that 95% of your prospects will look you up online prior to engaging your services. Great content helps them see you as current and professional, not someone who is “behind the times.”

Why our content excels...

The best advisors shine in times of crisis. Whether it’s reassuring existing clients and centers-of-influence or reaching out to prospective clients, they plan, prepare, and act boldly. This is your time. Remember, it’s ok to complement your client-focused actions with some outreach to non-clients. People in general, not just your clients, need guidance in tough times.

There is a major opportunity for advisors who know how to leverage social media to both build loyalty and find new opportunities. Are you engaging clients? Are you getting in front of prospects? Social networks make this possible in a big way. Let us teach you advanced social media strategies that work for financial advisors.

We obsess over content marketing in our own business. We build our own content, run our own ads, and track our own metrics. Doing this for decades gives you great perspective.

We are students of social media; constantly looking for trends and best practices that can help our clients succeed. Our programs continually evolve for exactly that reason.

We offer three solutions.

Standard

We provide you with access to our Base Designs, which you then post on your social channels. Our Base Designs are carefully crafted to engage, inspire, and educate your audience on an array of personal finance topics.

Plus

We provide you with access to our Base Designs, add in Custom Designs, Niche Designs, and Portrait Designs. We design all of this to meet your brand standards before having your dedicated Content Specialist post it on your behalf.

Branded Base Designs

Portrait Designs

Blog Library

Niche Designs

Scheduling and Posting

Custom Designs

Premium

We collaborate with you to create unique, custom designs, which we then schedule, post, and analyze. This is a great option for those with a unique niche market or who have a video or podcast series they’d like our help in promoting.

Lets get started.

 

   
  • Monthly Fee
  • Base Designs
  • Niche Designs
  • Custom Designs
  • Portrait Designs
  • Monthly Design Total
  • Content License
  • Post Captions
  • Dedicated Content Specialist
  • Advisor Branding
  • Scheduling and Posting
  • Blog Library
  • Fully Custom Designs
  • Monthly Strategy Session
  • Unlimited Revisions
  • Content Boost
  • Analytics and Reporting
 
 

Standard

$ 199 monthly
  • $199/mo
  • 8
  • 4 Niche Designs
  • -- Custom Designs
  • -- Portrait Designs
  • 12
  • Individual
  • Post Captions
  • Dedicated Content Specialist
  • Advisor Branding
  • Scheduling and Posting
  • Blog Library
  • Fully Custom Designs
  • Monthly Strategy Session
  • Unlimited Revisions
  • Content Boost
  • Analytics and Reporting
Register
*6 Month Commitment​.

Plus

$ 499 monthly
  • $499/mo
  • 8 Base Designs
  • 2 Niche Designs
  • 2 Custom Designs
  • 2 Portrait Designs
  • 14 Monthly Design Total
  • Team
  • Post Captions
  • Dedicated Content Specialist
  • Advisor Branding
  • Scheduling and Posting
  • Blog Library
  • Fully Custom Designs
  • Monthly Strategy Session
  • Unlimited Revisions
  • Content Boost
  • Analytics and Reporting
Register
*6 Month Commitment​. Posting on up to 3 accounts.

Premium

$ 1,499 monthly
  • $1,499/mo
  • -- Base Designs
  • -- Niche Designs
  • -- Custom Designs
  • -- Portrait Designs
  • 14 Monthly Design Total
  • Team
  • Post Captions
  • Dedicated Content Specialist
  • Advisor Branding
  • Scheduling and Posting
  • Blog Library
  • Fully Custom Designs
  • Monthly Strategy Session
  • Unlimited Revisions
  • Content Boost
  • Analytics and Reporting
Register
*6 Month Commitment​. Posting on up to 6 accounts.

What our clients have to say

Other Testimonials...

"I have an average of 300% more views with my Oechsli content."
Adam C.
Adam C.
"Oechsli content generates double to triple the amount of views and engagements I typically get. Their program has given me the boost I needed to get my brand out to my targeted audience."
Jeffrey O.
Jeffrey O.
"My posts and LI profile have received more views in the past 90-days than I've received in the past year prior to engaging Oechsli."
Scott K.
Scott K.
"I used to post generic content and get around 40-60 views per post. I am now averaging between 200-800 views with Oechsli content."
Bill C.
Bill C.
"I tell my fellow advisors this program is an absolute necessity in today's environment to differentiate you and propel your content above the competition to stand out."
Brice M.
Brice M.
"You make it easy to not have to think about what to post and how to create it. It's all done for us! What a time saver. The posts look professional and the content is relevant to the month."
Kenny F.
Kenny F.

Let's discuss raising your social media game.

Let's Talk

FAQs

Frequently Asked Questions about Oechsli Content

Yes. Use without a license is strictly prohibited. We will find you, embarrass you, and send you an invoice.
Yes, if you want a turn-key solution for financial advisor content, don’t have the time/energy to do it yourself, and want to be way ahead of the competition.
We have a minimum commitment of 6 months and then it goes month-to-month. We see these as long-term financial advisor social media partnerships. Some of our clients have been in the program over five years.
In our Standard program, you can simply download your new designs from our client portal every month. In our Plus program, we’ll be loading your designs into our editorial calendar for your review and feedback. You’ll also have a dedicated Content Coordinator for any questions that arise. With our Premium option, you’ll have monthly strategy sessions with your Content Coordinator along with detailed monthly analytics.
We work with every type of firm – from wirehouses to RIAs. We work to understand your opportunities and your limitations and we build your game plan accordingly.
We primarily focus on content that’s suitable for LinkedIn, Facebook and Instagram. These sites tend to produce the most benefit with financial advisor social media. We will work with you to determine which sites are most appropriate for your audience.
Our Standard program includes an individual license to use our content. This means one person can use our designs on their social media accounts. Our Plus and Premium programs include a Team license, which means one financial team (limit 5 people) may use the content across each team member’s social channels.

In the Plus and Premium programs, we will post content on your behalf, but we limit this to three accounts for Plus and six accounts for Premium. For example, it could be your LinkedIn profile, your Instagram, and your Facebook business page. Additional accounts for posting can be added for $99 per month.

This depends on the program selected. In Standard, we do not provide you with any revisions. In Premium, we provide unlimited revisions. In the middle tier (Plus), we provide you with one round of revisions, which includes edits to the captions and tweaks to the designs. All revisions must be requested within 10 days of receiving content. If you decide that you just don’t like one of the designs we provide you, you can decline it, but we do not provide replacements.
If you’re in the Plus program, we provide two niche designs per month. Our current niche offerings include business owners, women, Millennial/Gen-X, executives, and medical professionals. If your niche does not fall into one of these categories, the Premium program might be the best fit for you.

The Standard program is great for an advisor with limited budget, but places value on high-quality social content. It also works well for team members in charge of marketing who need fresh concepts each month.

The Plus program is our most popular program. It’s ideal for an advisor looking for social content that is high quality, branded for them, and posted on their behalf.

The Premium program is a great option for those with a unique niche market or who have a video or podcast series they’d like our help in promoting.

We price individual custom designs at $150 per design.

Content Boost is an optional service for those in the Premium Tier. If you’d like more reach and engagement with your posts, we can use Facebook’s Boosting tools to achieve it. We do not charge extra for this service. You would simply provide a budget of $100/mo which will be paid directly to Facebook.

We do not boost content for website traffic or lead generation, as those objectives are best managed on the Facebook Ads platform. If you have interest in those types of objectives, consider our Digital Ads program.

We give you the content to post.
 
Our first month is spent onboarding you into the program. Don’t worry, we’ll send you some of our Base Designs to use while you wait. It all starts with a kick-off call, where we walk you through the program, gather your assets, and brainstorm your first batch of content. We then gain access to your accounts, set you up with our analytics, and get to work on your first designs. When your first batch is ready, we’ll send them over for your review. After processing any revisions and gaining compliance approval, we begin scheduling your content.