Social Bites delivers a curated collection of short‑form videos, captions, and text posts each month, all created specifically for a primary financial advisor. The program ensures a steady stream of relevant content designed to build trust, visibility, and engagement online.
A Modern Marketing Solution Built for Advisors
Financial advisors are operating in an environment where clients and prospects increasingly expect timely, helpful insights on social media. Social Bites enables advisors to meet that expectation effortlessly.
Each month, advisors participate in a single one‑hour interview, which the USA Financial marketing team transforms into several short‑form videos and text posts optimized for LinkedIn, Facebook, YouTube Shorts, and X (formerly Twitter). The team also handles all editing, captioning, post copy, and compliance pre-review, ensuring every piece is polished and appropriate for the financial services space.
Simple Process, High‑Impact Output
Social Bites is built around a streamlined, advisor‑friendly workflow:
- Join a one‑hour monthly interview.
- USA Financial produces all content — video editing, captioning, and compliance submission included.
- Posts are scheduled and shared directly with the advisor’s online audience.
This done‑for‑you structure helps advisors maintain a modern, credible digital presence even during their busiest seasons.
Designed to Support Advisor Growth
Social Bites directly aligns with advisors seeking to:
- Save hours each month by eliminating content creation and editing
- Maintain a consistent social media cadence
- Present an on‑brand, professional digital footprint
- Foster connection with current clients
- Attract prospects who value trustworthy financial guidance
We are excited to offer this program to our advisors because while advisors know social media matters, creating quality content consistently is time‑consuming and often falls by the wayside. Social Bites does the heavy lifting so advisors can have consistent, personalized, and quality social posts without the time commitment. This allows them to focus on what they’re more passionate about without forgetting the importance of marketing and brand presence.
Mark Mersman, CMO of USA Financial
About USA Financial
USA Financial is a comprehensive family of financial services businesses dedicated to equipping financial advisors with the tools, resources, and support they need to bring greater predictability and confidence to their practices. Through its integrated platforms, USA Financial empowers advisors to guide clients in making informed financial and retirement decisions with clarity and purpose. For media inquiries, please contact Chief Marketing Officer Mark Mersman.
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