Personal Financial Planning Toolkit Social Media
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Overview
Here are social media posts for you to use on your Facebook, LinkedIn and Twitter channels to help you tell clients and prospects about the value of working with CPA financial planners and CPA/PFS professionals.
We have several social media user guides to assist you – the AICPA Twitter User Guide, which gives a concise, easy-to-read walk-through of Twitter features, as well as guides for Facebook and LinkedIn (member login required).
SOCIAL MEDIA GRAPHIC: WOMAN – SUDDEN WEALTH
HEADLINE: She’s come into sudden wealth and turned to a CPA for advice.
FACEBOOK POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
LINKEDIN POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
TWITTER TWEETS: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
SOCIAL MEDIA GRAPHIC: YOUNG COUPLE – SOLD BUSINESS
HEADLINE: They just sold their business and turned to a CPA for advice.
FACEBOOK POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
LINKEDIN POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
TWITTER TWEETS: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
SOCIAL MEDIA GRAPHIC: COUPLE – TRANSFER WEALTH
HEADLINE: They want to transfer their wealth to their grandkids and turned to a CPA for advice.
FACEBOOK POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
LINKEDIN POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
TWITTER TWEETS: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
SOCIAL MEDIA GRAPHIC: MAN – RETIREMENT PLAN
HEADLINE: He wants to get his retirement plan in order and turned to a CPA for advice.
FACEBOOK POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
LINKEDIN POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
TWITTER TWEETS: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA. #AICPApfp
SOCIAL MEDIA GRAPHIC: BEARDED GUY – FINANCIAL SECURITY
HEADLINE: He wants to make sure his spouse is financially secure and turned to a CPA for advice.
FACEBOOK POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
LINKEDIN POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
TWITTER TWEETS: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA. #AICPApfp
SOCIAL MEDIA GRAPHIC: COUPLE – TAX CONSEQUENCES
HEADLINE: They need to understand the tax consequences of their financial plan and turned to a CPA for advice.
FACEBOOK POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
LINKEDIN POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.
TWITTER TWEETS: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA. #AICPApfp
SOCIAL MEDIA GRAPHIC: INFOGRAPHIC WITH TARGET AND ARROW
HEADLINE: The CPA Vision and Beyond project calls personal financial planning “a core service of our profession.”
FACEBOOK POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.
LINKEDIN POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.
TWITTER TWEETS: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too. #AICPApfp
SOCIAL MEDIA GRAPHIC: INFOGRAPHIC WITH TWO BAR GRAPH
HEADLINE: The U.S. Bureau of Labor Statistics projects a 30% growth in the need for financial advisory services over the next 10 years.
FACEBOOK POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.
LINKEDIN POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.
TWITTER TWEETS: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too. #AICPApfp
SOCIAL MEDIA GRAPHIC: INFOGRAPHIC WITH “78% OF CONSUMERS”
HEADLINE: Those with a net worth of $500,000 to $5 million+ indicated that the term “personal financial planning” is most appealing for the services they seek.
FACEBOOK POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.
LINKEDIN POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.
TWITTER TWEETS: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too. #AICPApfp
SOCIAL MEDIA GRAPHIC: INFOGRAPHIC WITH FOUR PEOPLE
HEADLINE: Three out of four consumers associate financial planning with CPAs.
FACEBOOK POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.
LINKEDIN POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.
TWITTER TWEETS: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too. #AICPApfp
SOCIAL MEDIA GRAPHIC: INFOGRAPHIC WITH “10,000 BABY BOOMERS”
HEADLINE: 10,000 baby boomers per day will turn 65 in the next 10 years and will need planning guidance.*
FACEBOOK POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.
LINKEDIN POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.
TWITTER TWEETS: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too. #AICPApfp