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By Elizabeth Ritger Outreach

Your Daily Digital Marketing Schedule

8 minute read
Your Daily Digital Marketing Schedule Featured Image

When August and back-to-school time rolls around, schedules are probably one of the first things that come to mind. After a few months of summer vacation, it can be nice to get back into a good routine. As you get the kids back on schedule with nights of homework and attending sports practice, its also a great time to refocus on some of your long-term goals. If marketing is on your agenda, setting a new daily schedule could go a long way towards maximizing your digital marketing efforts.

When it comes to digital marketing, a little effort can have huge results! However, that means there are many tasks to remember, and taking the time to map out an easy daily or weekly schedule will help you stay on top of it all. Whether you’re working solo on your firm’s marketing efforts or have a department assisting you, having a clear lists of tasks and dates helps keep everyone on the same page.

Even if you’re already using a schedule, it never hurts to take a few minutes to look over it. Are there any changes you need to make? Do you need to adjust your activities to match new goals? Coming up with these tasks can be challenging, especially if you’re new to social media or digital marketing in general. To help out, we’ve come up with a daily template for you to follow. From social media to blog posts, use these activities as a base for creating a schedule specific to your firm to achieve your goals.

digital marketing schedule for financial advisors


9AM – Post 3rd party article to LinkedIn

Third party articles can be from any source that you follow and think your clients would enjoy too (as long as it’s reputable)! LinkedIn is a great place to share this type of content, especially in the morning as people are starting their day scrolling through their recent updates. Be sure to tag the source when you share to increase your chances of being noticed and increasing your follower base.

4PM – Take 10 minutes to like, comment, share others content

Interacting with other businesses or profiles on social media is a great way to expand your network, especially if those pages have a large following. By taking the time to put your firm’s name out there, you increase your chances of being seen on social media. This really applies to any channel you may have a presence on. So spend time liking, sharing and/or commenting across Facebook, Twitter and LinkedIn.

Interacting with others on social media can help forge new partnerships and increase exposure for your brand.


10AM – Publish a new blog post on your website 

You already know blogging is important and it’s essential to make sure you’re consistently putting out new content. Aiming to post a new blog at least once a week is a great start. Try coming up with a list of topics that interest your clients in advance so you can just pick one out and start writing when the time comes.

windgate wealth management financial advisor blog
Twenty Over Ten user, Windgate Wealth Management, publishes timely blog content around topics that are important to their niche.

1:30PM – Post link to blog post on Twitter and LinkedIn

Your blog can only be successful if people are reading it. Sharing the link on social media helps direct your followers to your post so they will be more likely to read and follow it, as well as check out other parts of your website. Every time you blog, social media should hear about it!


11AM – Post community-focused article to Facebook

Being a financial advisor also means being involved in your community. With so many families and individuals trusting you with an important part of their lives, its nice for them to see a down-to-earth side of you. Post about a sports team, a charity or event on Facebook. Don’t forget to tag the appropriate community groups! This can help them notice your support.

3:30PM – Post your latest blog post to your Facebook page

Since you’ve already posted your blog for the week to Twitter and LinkedIn, now it’s time to post your latest blog to Facebook as well. This gives followers who may have missed it on other platforms a chance to see it. Make sure you check back and reply to any comments people might make! Facebook is a highly visual social media platform so also consider including a canva image with your blog URL.

facebook for financial advisors, daily marketing schedule


9:30AM – Send out weekly newsletter

Hopefully you have an email newsletter going out to all current clients and any interested subscribers. We recommend that these emails contain your latest blog post plus two other articles found online. This gives the recipients useful and relevant information while establishing you as a credible resource for them. If you need more help on where to even begin when starting an email newsletter for your firm, watch out webinar replay!

3:30PM – Post link to email newsletter on social media

To encourage your followers to sign-up for your newsletter it’s always a good idea to share your subscribe link on your social media channels. This way, people can check it out and subscribe to your blog. You may have some followers that aren’t receiving your newsletter yet, so it’s important for you to bring it to their attention!


10AM – Post photo with a favorite quote or “read of the week” on your social media channels

Fridays are a great time to be a little more fun and show off your firm’s personality. Try implementing a good quote, book suggestions or fun facts about your staff. This allows you to mix it up from your normal social media posts and come across as relatable to your followers.

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