I’m saving for my first house – quite frankly, the biggest challenge I’ve ever taken on. At the start, the goal of saving for the deposit feels miles away, the number looks so big that it feels like you’ll never reach it, and the motivation comes and goes.
So that’s why I started documenting my savings journey on TikTok. Not because I wanted to be “a TikTok person” (and certainly not an “influencer”, please don’t call me that!), but because it gave me three things that make any long-term goal easier to reach:
- Accountability
- A routine
- A way to track progress.
It’s also made me think differently about social media marketing for financial advisers and planners. Not in a “do what I do on TikTok” way. In a “the system you follow matters more than the platform” way.
Whether you’re saving for a deposit or building visibility for your financial business, the hard part is not knowing what to do. The hard part is doing it consistently.
A simple weekly habit can help with that.
Consistency builds trust, not intensity
If you post three times in one week and then disappear for a month, your marketing journey looks like a burst of effort followed by silence.
If you show up consistently, even in small ways, you become more familiar and recognisable to an audience. And familiarity makes it easier for someone to trust you, recommend you, or even take the next step to converting.
That’s a big opportunity with platforms like LinkedIn and Facebook:
- LinkedIn helps you stay visible in more professional networks
- Facebook helps you build community and rapport locally.
Neither of these platforms need daily posting to work. They just need a pattern that you can stick to.
The “proof of progress” habit
Here’s a habit that takes less than 10 minutes and makes your goal feel more achievable.
Do it today, before you plan anything else:
- Take the time to document where you are at right now.
- Write one sentence about where you want to be in 12 months.
- Set yourself a calendar reminder for the same date next year to have a look again.
Your screenshots could include:
- Your LinkedIn profile views and search appearances
- One of your recent posts’ impressions and comments
- Your Facebook page insights
- Your follower count (if you track it)
- The number of enquiries you received this month from your marketing activity.
The point is not to obsess over the data and numbers, but to create a baseline for yourself.
When you look back at it in a year, you might even surprise yourself.
Let’s build your 25-minute weekly marketing meeting routine
Motivation is unreliable. Systems are reliable.
If you want your LinkedIn and Facebook activity to feel manageable, give yourself one weekly “meeting” with your marketing. Keep it short, keep it simple, and make it repeatable.
Step one: Choose one promise for the week (5 minutes)
Pick one thing you will do, no matter what. Examples:
- One LinkedIn post a week
- One Facebook post a week
- One client-friendly comment thread (five thoughtful comments on other people’s posts)
- One short “company news” note for your page or group.
Make the promise small enough so that you can keep it even on a busy week.
Step two: Create a post in a repeatable format (15 minutes)
This is where most people get stuck because they think every post must be original.
Instead, choose a format that you can reuse:
- A client question you hear often, answered in plain English
- A “three things to consider” checklist
- A short story about a client scenario (kept anonymous and general)
- A behind-the-scenes view of how you work (process builds confidence)
- A myth-busting post that clears up confusion.
For LinkedIn, keep it professional and direct. For Facebook, keep it warm, local, and community-minded.
Step three: Track it and move on (5 minutes)
After you post, write down:
- What you posted
- When you posted
- One quick note about what happened (even if it’s “nothing yet”)
That’s it. Tracking is what turns effort into a pattern.
What to post on LinkedIn v Facebook
If you want a simple rule of thumb:
LinkedIn is more for your credibility and clarity.
People want to know what you do, who you help, and how you think.
Good LinkedIn prompts include:
- “If you’re planning to retire in the next five years, here are three things to check.”
- “A common misconception about pensions is…”
- “If you’re feeling overwhelmed by financial jargon, start here.”
Facebook is more for familiarity and community.
People want to know you’re present, approachable, and part of their world.
Good Facebook prompts include:
- A simple seasonal reminder (with no advice, just education)
- A community post (charity support, local event, or office milestone)
- A “What would you like explained?” question
- A short video that answers one common question
If you’re worried about sounding repetitive, remember this: most people will not see everything you post. Repetition is often what makes your message land.
A quick note on posting rules
The safest approach is to stay educational and general.
Avoid personal recommendations, avoid predicting outcomes, and keep posts focused on helping someone understand their options and the questions they might want to ask.
If you have an internal approval process, use it. Consistency is only useful if it’s also sustainable.
If you’d like a bit of reassurance before you post, we can help. Our Client Success team will work with you on simple posting rules and a light-touch review process, so you can stay consistent without it becoming a complete chore.
Email hi@theyardstickagency.co.uk or call 0115 8695 300 for more information.
