What Does Social Media Strategy Have to Do With Financial Plannning?

Your investment portfolio and your social media strategy have more in common than you think.

This week, I attended a financial talk by an asset manager who examined an enormous amount of data regarding market trends over decades.

Two things stood out:

1. A diversified portfolio, left alone to grow, wins in the long run. Not panic moves.

2. People’s perceptions of the economy swing wildly around elections, depending on who’s in power.

It struck me how much that sounds like social media strategy.

1. A diversified digital presence — across platforms your customers actually use — is key.

👉Platforms/algorithms will rise and fall.
👉 Audiences will shift.
👉 Don’t freak out.
👉 Stay steady with what’s working — and keep exploring what’s next.

2. Political trends are fascinating but shouldn’t necessarily sway your marketing decisions. (E.g., the exodus of people from X/Twitter when Elon bought it.)

The takeaway: emotional and political decisions needn’t (and probably shouldn’t) be mixed with business decisions.

If you’ve ever wondered whether it’s time to ditch Facebook or if you’re missing out on TikTok… that’s the social media emotional investing trap.

AI is changing marketing faster than we can track — but the fundamentals still win.

👉 Produce quality content that helps your target audience
👉 Make sure you’re distributing it to all the proper channels
👉 Be excellent at what you do, regardless of what’s happening in the world (keep an eye on the changes while you do)

Your financial and business portfolio will win the long game if you do all those things.

When social media strategy feels chaotic, how do you stay steady? Your comments are welcome.

And if you’re a GenX or Boomer business owner needing help with your social media strategy, we’re available for one-off sessions. Drop a note from our contact page; we’d love to chat!