💬 Introduction
Instagram isn’t just for influencers and lifestyle brands anymore — it’s one of the most profitable tools financial advisers can use to attract clients, build authority, and grow a personal brand that people trust.
In this deep-dive session, Wealthy Adviser Club founder Terry Blackburn shares exactly how he’s used Instagram to generate leads for his mortgage, protection, and property businesses — and how you can do the same.
“I’ve made more money from Instagram than any other platform. And if you’re not using it properly, you’re leaving serious money on the table.”
Whether you’re brand new to social media or you’ve been posting for a while without results, this guide will show you how to make Instagram work for your business — authentically, strategically, and consistently.
🌍 Why Instagram Is a Must for Advisers
Instagram has over 2.4 billion monthly users — and more than 500 million people use it every single day.
That’s a staggering amount of potential clients scrolling through their feeds — including:
- Company directors
- First-time buyers
- Landlords
- Self-employed professionals
- Investors
So if your dream clients are spending time there, the question isn’t “Should I post on Instagram?”
It’s “Why aren’t you already?”
“It doesn’t matter how good you are if nobody knows who you are.”
The advisers who embrace social media visibility now are the ones who’ll dominate the next decade.
🧠 The Fishing Analogy
Terry explains social media using one of his favourite analogies:
“If you’re not using social media, you’re fishing with a rod — one lead at a time.
If you’re posting consistently online, you’re fishing with a net — catching dozens at once.”
Social media multiplies your reach.
A single reel, carousel, or testimonial post can land in front of hundreds — even thousands — of your target clients in one go.
That’s leverage.
🧱 The Wealthy Adviser Club Approach to Socials
The mission behind Wealthy Adviser Club is to rebuild the industry — not just through training, but through a modern, creative, community-driven approach.
That means:
- Real adviser training (not compliance-heavy nonsense)
- Tools that save time (like the Social Media Generator)
- Live events that inspire and connect
- Consistent online presence across platforms
“We’re rebuilding this industry — training, tools, events, software — everything you need to become a better, wealthier adviser.”
🎯 Why Instagram Works So Well
Instagram isn’t just a “young person’s platform” anymore.
It’s where professionals, homeowners, and business owners hang out — every day.
Here’s why it’s perfect for advisers:
- It’s visual and emotional — ideal for storytelling.
- It’s mobile-first — your audience sees you where they live (on their phone).
- It’s searchable — clients find advisers just like they find products.
- It’s free reach — if you post consistently.
Stats don’t lie:
📈 83% of Instagram users discover new products and services through the app.
💼 Over 200 million businesses use it.
🔎 130 million people search for businesses every month.
Your next 10 clients are already there.
🪞 From Fear to Freedom: Overcoming “Posting Anxiety”
Many advisers hesitate to post because they worry about what others will think.
Terry’s message is simple:
“People are going to have opinions either way — whether you post once a week or five times a day. So you might as well post and get leads from it.”
Your job isn’t to be perfect.
It’s to be visible.
Post as yourself. Be genuine. And remember — authenticity outperforms polish every single time.
🎬 What Works on Instagram
Instagram has evolved — but certain formats consistently perform best.
🔹 Reels (Short Videos)
Reels still dominate Instagram. They have 2.35x higher engagement than static image posts.
The golden rule:
🎥 Keep it under 60 seconds
🎯 Start with a strong hook (first 3 seconds are critical)
Example hooks:
- “Before you apply for a mortgage, do NOT do this.”
- “Parents — you need to hear this about life insurance.”
- “3 mistakes homeowners make when remortgaging.”
A hook grabs attention, then you deliver value quickly.
🔹 Carousels
Carousels (the “swipe” posts) are excellent for education and curiosity.
Examples:
- “5 Things You Must Never Do Before Applying for a Mortgage → Swipe to find out”
- “3 Secrets Brokers Won’t Tell You About Life Insurance”
Each swipe increases engagement and reach.
🔹 Behind-the-Scenes Posts
Show your personality.
Pictures of you at your desk, with your team, on client calls, or celebrating wins build relatability and trust.
A simple caption like:
“Busy Monday ahead — helping 4 clients today, including 2 first-time buyers and a company director 👊”
…will outperform 10 corporate graphics.
🔹 Testimonials & Client Wins
Nothing beats social proof.
Screenshots of client messages, stories, or review quotes show real results and real people.
Example:
“This family came to us after being declined elsewhere. We got them approved for £250,000 and they’re now in their dream home 🏡.”
It’s storytelling — not selling.
🔹 Personal Content
Share bits of who you are: your journey, family, hobbies, or achievements.
It humanises your brand and builds emotional connection.
“People don’t want to follow a logo — they want to follow a person they trust.”
🧩 Tips to Optimise Your Instagram Profile
Your profile is your digital shopfront. Here’s how to make it convert:
✅ Profile Photo: Use a clear, professional picture of you — not a logo.
✅ Bio: State who you help and how.
Example → “Helping first-time buyers and company directors protect their income & build wealth 💼🏡”
✅ Link in Bio: Use Linktree to include multiple links (website, Calendly, Wealthy Adviser Club).
✅ Highlights: Add key topics — “Mortgages”, “Protection”, “Reviews”, “Behind the Scenes”, “About Us.”
✅ Call to Action: Keep it simple — one primary action (e.g. Book a Call, Message Us).
✅ Blue Tick: Verified accounts get prioritised by Instagram’s algorithm. (£12–15/month)
⚡ The Algorithm: What to Avoid
❌ Blurry images — quality affects reach. Enable High Quality Uploads in settings.
❌ Repetitive posts — mix it up to keep engagement high.
❌ Spammy DMs — over-messaging can hurt your reputation.
❌ Long paragraphs — short, punchy captions perform better here than on Facebook.
❌ Ignoring comments — engagement builds your visibility.
🧰 Tools to Make Instagram Easier
The Wealthy Adviser Social Media Generator does 90% of the hard work for you.
It helps you:
- Generate post ideas, carousels, and captions
- Create AI-written video scripts
- Design posts using Canva templates
- Auto-post your reviews & testimonials
- Schedule your content
It even has a Content Wizard — just tell it your niche (e.g. “company directors” or “first-time buyers”), and it’ll build post ideas, captions, and image concepts instantly.
👩💻 Need Extra Help? Hire a VA
If you’re too busy to post consistently, Wealthy Adviser Club members get discounted access to professional virtual assistants in the Philippines via our partner agency Freedom Geek.
💰 Cost: £3–£5/hour
💼 Tasks: Social media, admin, scheduling
🎁 Bonus: £100 off recruitment fee for WAC members
It’s the perfect solution for staying visible — without losing time on admin.
🧱 Consistency Over Perfection
One of the biggest mistakes advisers make? Overthinking.
You don’t need perfect graphics or polished videos — you need momentum.
“Done is better than perfect. One good post today is worth ten perfect ones that never go live.”
Set aside half a day each month to create and schedule your posts.
Once it becomes a habit, visibility — and leads — will skyrocket.
🏆 Showcase Your Wins
When you win an award, achieve a target, or have a record-breaking month — post it.
That’s not bragging — it’s building credibility.
“People want to deal with winners. They want to work with people who get results.”
Highlight:
- Deals completed
- Clients helped
- Amounts protected or lent
- Testimonials & milestones
Be proud of what you achieve — it inspires confidence and trust.
🎯 Key Takeaways
✅ Be yourself — people buy people.
✅ Post daily — even if it’s simple content.
✅ Use reels, carousels, and stories — they build engagement fast.
✅ Optimise your profile — clear, professional, and focused.
✅ Test, measure, and stay consistent.
“Every single one of your dream clients is already on Instagram — they’re just waiting for you to show up.”
🚀 Join the Wealthy Adviser Club
If you’re ready to take your business to the next level — through social media mastery, AI automation, sales training, and real community — join the Wealthy Adviser Club today.
You’ll get:
- Weekly live training sessions (Mon/Wed/Fri)
- Access to the Social Media Generator & Content Wizard
- 100+ on-demand sessions
- Exclusive partnerships & discounts
- Quarterly live events and mentorship