Why SJP Advisers Should Use AI to Manage Their Social Media in 2025

Keeping your St. James’s Place Practice visible online is no longer a nice-to-have – it is where credibility is built and referrals are won. I know what you’re thinking, I don’t have the time or the knowledge. The solution to a time efficient and effective online presence? Smarter tools. This article explores how social media AI for SJP – specifically halio.ai – delivers social media management for financial advisers that is faster, more distinctive and fully geared for SJP client engagement.

What we will cover

• 2025 social trends every SJP adviser should know
  
  
• Where traditional workflows fall short
  
  
• How automated posting for SJP works with halio.ai
  
  
• The new 50-20-15-15 content mix
  
  
• How to track what content is getting results
  
  

2025 social trends every SJP adviser should know

• Video and carousels win the algorithm – LinkedIn’s latest benchmark study shows multi-image posts average 6.6 % engagement, the highest of any format, with video close behind.
  
  
• Trust beats polish – Audiences engage more with authentic business or personal adviser stories than sterile market updates.
  
  

Personal brands power practice growth – SJP Partners who show up as people, not logos, earn more leads and referrals.

Where traditional workflows fall short

How automated posting for SJP works with halio.ai

halio.ai replaces conventional tools with an AI co-pilot tuned to the financial services industry. During onboarding you enter a few short details about you and your business. The platform then:

1. Drafts AI-generated posts using your tone, style and personalised info – no generic fluff.
   
   
2. Pulls on-brand imagery utilising the design lab to instantly customise your posts with branded templates.
   
   
3. Schedules posts for a consistent, tailored social media calendar without hours of manual work – true hands-off social media automation for advisers.
   
   

Auto-publishes to multiple platforms allowing you to approve once and let halio.ai publish across LinkedIn, Facebook and Instagram.

‍

‍Read next: See How halio.ai Helps Financial Advisers Automate Social Media and Boost Client Engagement for a platform overview.

‍

The new 50-20-15-15 content mix

Modern data shows audiences reward variety. Aim for:

• 50 % thought-leadership value – explainer videos, myth-busting carousels, market-context threads.
  
  
• 20 % community – team charity days, photos from client seminars, stories that humanise the brand.
  
  
• 15 % curated insight – share timely articles from FCA, FT Adviser or Money Marketing, adding your own take.
  
  
• 15 % promotion – webinar invites, service spotlights, client stories and testimonials.
  
  

Bottom line: start with this split, track engagement, then adjust. The dial your audience loves is the dial that converts likes into enquiries.

How to track what content is getting results

It’s easy to track your stats via your social media platforms.

• LinkedIn Page Analytics – impressions, clicks, followers and the vital engagement rate by post type.
  
  
• Meta Business Suite – reach and link clicks for Facebook and Instagram, plus Reel plays.
  
  
• Instagram Insights – saves, shares and profile visits, perfect for judging carousel or video stickiness.
  
  

We recommend reviewing these monthly and looking for trends: does thought-leadership beat community posts for comments? Are curated-insight posts sending traffic to your website? Use your findings to tweak your schedule accordingly and watch engagement climb.

For deeper tips on boosting your LinkedIn engagement, this Socialinsider benchmark study breaks down what one million posts reveal about format performance.