Kestrel plans, writes, schedules, and reports on social content for independent RIAs. Posts come from your partners' own views and point at one growth goal.
Social media works for a financial advisor when the posts sound like the people who run the firm and point at a single goal. Kestrel plans, writes, schedules, and reports on social content for independent RIAs, starting with LinkedIn and YouTube.
A prospect, a CPA who refers clients, an advisor you want to recruit, and a firm that might one day acquire yours spend time in different places. We choose platforms by who you are trying to reach.
LinkedIn and YouTube are our starting points for RIAs. Facebook and Instagram join the plan when your clients and prospects are there.
A shared content library supplies the same graphic to every firm that subscribes. We interview your partners, then write posts, pull clips, and design graphics from what they said. The result is a feed only your firm could publish.
If your goal is first meetings with business owners, partner posts on LinkedIn can start conversations. If your goal is recruiting, the same posts reach advisors you want to hire. If neither is your goal, we say so and put the effort where it will do more. Social media for RIAs: when it fits
Every post goes to your compliance reviewer before it publishes. We work inside your approval process, including your policies on testimonials, performance references, and third-party content under the SEC Marketing Rule.
Independent, fee-only RIAs whose partners have a point of view and no time to turn it into posts.
Which social platforms does Kestrel manage for RIAs? Kestrel starts with LinkedIn and YouTube, and adds Facebook or Instagram when your clients and prospects spend time there.
How is this different from a content library? A content library supplies the same articles and graphics to every firm that subscribes. Kestrel writes from interviews with your partners, so each post reflects your firm's own views.
Who approves the posts? Your compliance reviewer approves every post before it publishes. We handle the handoff, track revisions, and schedule only approved content.
How do you measure social media results? We report on first meetings that trace back to social, conversations started, and profile views and follower growth among target roles. Likes and impressions appear in the report, and the goal metrics lead it.
Do you run paid promotion? Kestrel can promote your best posts with a small budget paid directly to the platform. Paid social campaigns aimed at leads are scoped separately.
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A 30-minute call with Sarah Falcon. We talk through where your clients come from today and where you want growth to come from.
Last updated 2026-10-08
Sarah Falcon leads Kestrel and has spent 20+ years in marketing across technology, B2B, direct-to-consumer, and financial services. Sarah on LinkedIn