iii Global Wealth
Trust-led content for financial clarity
Social media management for a financial planning firm focused on education, legacy, and long-term decision-making. Content was designed to build confidence, simplify complex topics, and position the brand as a trusted voice in financial literacy.
Goals
Build trust and credibility in the financial planning space
Educate audiences on financial literacy and legacy planning
Simplify complex financial concepts for everyday understanding
Increase brand awareness within the local and broader community
Position iii Global Wealth as a trusted thought leader
My Role
Led social media strategy and content direction
Translated complex financial topics into clear, accessible content
Defined content pillars centered on education and trust
Managed ongoing Instagram content and planning
What We Did
Developed an education-first content strategy
Created evergreen posts focused on financial literacy and planning
Maintained a consistent, approachable brand voice
Supported visibility and engagement through value-driven content