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

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