How halio.ai Helps Financial Advisers Automate Social Media and Boost Client Engagement

Running a financial advice practice is demanding enough without the extra pressure of keeping your social channels active every day. Yet with more than 82 % of the UK population now active on social media - 56.2 million people¹, ignoring these platforms means missing out on valuable visibility and trust-building moments. Fortunately, AI-driven tools like halio.ai make it possible to maintain a professional, on-brand presence while spending just a few minutes a week.

What we’ll cover

• Why social media matters for UK financial advisers
  
  
• Common roadblocks to consistent posting
  
  
• Introducing halio.ai: your social media AI co-pilot built for advisers
  
  
• Five halio.ai features that save time and spark engagement
  
  
• Practical tips to get the best results
  
  
• Getting started with halio
  
  
• Measuring your social media success
  
  

Why social media matters for UK financial advisers

Your clients - and prospective clients - expect to find credible, timely insight when they scroll. From Millennials seeking ISA guidance to Baby Boomers reviewing retirement options, each demographic now turns to platforms such as LinkedIn and Facebook to vet professionals before picking up the phone. In combination with personal and business insights, a steady flow of educational posts positions you as a thought leader, drives organic referrals and reinforces the value of holistic planning.

Beyond lead generation, social content nurtures existing relationships. Short explainer videos on market volatility, carousel posts demystifying pension allowances or graphics comparing cash-flow outcomes remind clients you’re actively guiding them in real time, not just during periodic reviews.

Common roadblocks to consistent posting

1. Time pressure – Advisers wear many hats; content creation often slips down the list.
   
   
2. Idea fatigue – It’s hard to generate fresh, relevant topics week in, week out, especially when economic news moves fast.
   
   
3. Platform juggling – LinkedIn, Facebook and Instagram each have unique image sizes, character limits and best-practice nuances.
   
   
4. Keeping on brand – Visual consistency and tone can suffer when posts are rushed or outsourced ad-hoc.
   
   
5. Team Capacity – Smaller practices rarely justify a dedicated social media hire, leaving posting to whoever has a spare moment.
   
   

Introducing halio.ai: your social media AI co-pilot built for advisers

halio.ai combines generative AI with an industry-specific content ideas library to remove those barriers. After completing a few quick onboarding tasks - the platform tailors every suggestion to you and our business. Key benefits include:

‍

‍

With intuitive features, powered by AI, you can have a consistent, branded and engaging social media presence, across multiple social media platforms, with just a few minutes per week.

Need deeper scheduling tips? Check our guide Streamline Social Media Scheduling for Financial Advisers with halio.ai’s AI-Driven Tools.

‍

Practical tips to get the best results

• Refresh your AI settings quarterly. Update target-audience details, new services or tone tweaks so suggestions stay razor-sharp.
  
  
• Batch-approve posts. Review and approve your week’s worth of posts in just a few clicks to keep on track and save time.
  
  
• Stay human. Add quick personal insights (“Spotted this theme in last week’s client reviews…”) - authenticity drives engagement.
  
  
• Use first-comments wisely. Drop podcast links, deeper resources or campaign hashtags without cluttering captions.
  
  
• Repurpose top content. Turn high-engagement posts into email snippets, webinar talking points or client newsletter segments.
  
  

Getting started with halio

Day 1 – Sign up and onboard
Create your account (your first 14 days are free) and complete the onboarding tasks to get set up and start posting.

Days 2-6 – Let it run
Content publishes automatically while you meet clients.

Day 7 – Quick review
Check the upcoming week’s queue; edit, skip or add fresh topical posts.

Days 8-13 – Repeat
Set yourself a weekly reminder to review and approve your content for the following week.

Day 14 – Evaluate performance
Review reach, engagement and follower growth and see what posts performed well so you can adjust your content calendar accordingly and adjust AI settings if required. Set yourself a reminder to do this every month or two to ensure the best results from your social media.

Measuring your social media success

Each social media platform has built-in analytics which can be utilised to track your social media success:

• LinkedIn Page Analytics – View impressions, unique visitors and follower demographics.
  
  
• Meta Business Suite – Track reach, engagement and click-throughs across Facebook and Instagram.
  
  
• Instagram Insights (mobile) – Spot top-performing reels or carousels and replicate winning formats.
  
  

Review these metrics monthly to refine your strategy and see your ROI.

¹ Source: DataReportal, Digital 2024: United Kingdom, January 2024 DataReportal – Global Digital Insights