For Life, Health & Financial Professionals
Learn how to attract more leads, build your online presence, and start marketing with confidence — no fluff, no gimmicks.
📌 Who is This Guide is For:
This guide is designed for:
- Licensed agents & advisors in life, health, or financial services
- New business owners with little to no marketing background
- Anyone who knows they “should be marketing” but doesn’t know how to start
👉 No tech skills required. No marketing degree needed. Just follow the steps.
🚀 Why Marketing Yourself Isn’t Optional Anymore
In today’s digital world, your visibility equals your credibility.
Clients don’t just rely on referrals anymore — they Google you, they check your socials, and they decide in seconds whether or not you’re someone they trust. The truth is: even the best advisors get overlooked if no one knows they exist online.
Yes, tools like ChatGPT and Canva can help speed up content creation — but they can’t replace your voice or your vision. What actually works?
➡️ Content that is clear, consistent, and authentic.
That’s where most people fall short — and that’s why L337 Marketing exists.
We help financial, health, and life insurance pros build real marketing systems — without having to figure it all out on their own.
📱 Your Social Media = Your Digital Billboard
You don’t need to be a content creator.
You need to demonstrate your expertise and give people a reason to reach out.
Here’s how to start:
- Pick one platform to focus on
Instagram or LinkedIn are great starting points. - Update your bio and profile
→ Use this formula:
“I help [who] with [what] so they can [benefit].”
Example: I help growing families protect their future with affordable life insurance. - Create your first 3 posts:
- An educational tip
- A personal story
- A client success or transformation (no private info)
Your goal: Don’t post to go viral. Post to build trust.
People will scroll. Let them land on something that makes them say: “That’s who I need.”
🧩 The First 5 Steps to Build Your Online Presence
Whether you’re brand new or starting over, here’s a breakdown of what actually works:
🔷 Step 1: Define Your Message
What to Do:
Use this sentence:
➡️ I help [who] with [what] so they can [benefit].
Choose 2–3 content pillars (topics you’ll talk about regularly):
- Financial tips
- Behind-the-scenes
- Success stories
- Motivational advice
- Industry insights
Pro Tip: Save your message as a note in your phone so you stay consistent.
🔷 Step 2: Set Up One Social Profile
Start with either Instagram or LinkedIn — wherever your audience already hangs out.
Profile Checklist:
- Add your message from Step 1 into your bio
- Use a professional, friendly photo
- Add one link (Calendly, Linktree, or Stan.store)
- Pin your top intro post so people know what you do right away
Free Tools to Help:
- 📸 Canva (design templates)
- 🔗 Linktree / Stan.store
- 📅 Calendly (booking links)
🔷 Step 3: Create Your First 3 Posts
These are the building blocks of your presence.
- Educational Tip
→ Something helpful but simple (e.g., “3 ways to build an emergency fund”) - Personal Why Story
→ Why you got into this field or what drives you - Client Outcome
→ Share a general result (no names) to show what’s possible
Format:
- Keep captions short (3–5 lines)
- Use 1 clear CTA (e.g., DM me, Click the link)
🔷 Step 4: Plan Your First 30 Days
You don’t need to post daily — just be consistent.
Even 1–2x a week is enough to start momentum.
Simple Schedule Example:
| Week | Post 1 | Post 2 |
|---|---|---|
| 1 | Financial tip | Behind-the-scenes photo |
| 2 | Client win | FAQ or myth-busting |
| 3 | Video intro | Quote + CTA |
| 4 | Story of the week | Industry insight |
Use Google Sheets or Notion to plan it out — or just write your ideas in your Notes app.
🔷 Step 5: Stay Compliant
Especially in this industry — reputation and regulations matter.
Before You Post:
- Don’t give licensed advice unless you’re authorized
- Don’t promote products unless they’re approved
- Don’t promise guaranteed results
- Avoid words like “secure,” “guaranteed returns,” etc., without disclaimers
- Check your firm or state guidelines if needed
- Use disclaimers:
➤ “For educational purposes only.”
➤ “Not financial advice. Please consult a professional.”
Being compliant doesn’t mean being boring — it means being smart.
You can still be bold, trustworthy, and creative. Just keep it clean.
🧠 Quick Recap
✅ Marketing is essential — not optional
✅ Start with one platform and one clear message
✅ Post content that educates, inspires, or shows results
✅ Stay consistent — once a week is better than nothing
✅ Use tools to simplify, but don’t lose your authentic voice
✅ When in doubt — call L337 Marketing 😉
💼 What L337 Marketing Offers
We’ve helped advisors, agents, and entrepreneurs like you build marketing that actually works — and we offer three simple ways to help:
🟢 Starter Plan — DIY Support
Perfect if you want guidance but prefer to stay hands-on.
Includes:
- Content prompts
- Caption templates
- Weekly ideas
- Tools & how-to videos
🟡 Growth Plan — Weekly Coaching & Strategy
Ideal if you want feedback, accountability, and structure.
Includes:
- Weekly content calendar
- Strategy sessions
- Feedback & editing
- Platform optimization
- Content coaching
🔴 Premium Plan — “The Works” Full Service
Perfect if you want to stay in your zone of genius — and let us handle marketing.
Includes:
- Branding & content strategy
- Full post creation
- Paid ad support
- Social setup & optimization
- Compliance-friendly messaging
✅ Ready to Grow? Let’s Talk.
This isn’t just marketing. This is your brand.
We’d love to help you build something you’re proud of — and that actually gets results.
📩 Email us at Info@L337Marketing.com
📅 or Book a Free Strategy Call through this contact form
🔗 Helpful Tools List
| Tool | What It’s For | Link |
|---|---|---|
| Canva | Graphics, templates, visuals | canva.com |
| ChatGPT | AI content support | chat.openai.com |
| Calendly | Booking links | calendly.com |
| Meta Suite | Scheduling Instagram/Facebook posts | business.facebook.com |
| Linktree | All-in-one link in bio | linktr.ee |