SOVE7GN
Financial advisor content ideas: a 12-month short video calendar with a compliance flag on each idea
Updated 26 October 2026 · Written by Reyansh Juneja and Naman Dhiman, the co-founders of SOVE7GN, who run the campaigns and review the clips
The financial advisor content ideas that hold up are tied to dates your clients already face: new contribution limits in January, the IRA deadline in April, Medicare enrollment in the fall and required distributions in December. Pin each short video to one of those dates, flag it for how much compliance work it needs, and you have a year of ideas before you write a single hook.
Short answer: build the calendar around official dates (IRS limits and deadlines, the Medicare enrollment window), then fill the gaps with clips from a monthly market commentary webinar. Mark each idea green (plain education), amber (compliance writes or checks a disclosure) or red (never posted). Every clip, green included, still goes through your firm's normal approval before it posts.
The flags below are our planning shorthand, not a compliance standard. The approval, archiving and testimonial rules behind them are explained on FINRA and SEC rules for advisor videos; this page is the idea list.
What do the flags mean?
| Flag | Meaning | Example |
|---|---|---|
| Green | Explains a rule, a date or a concept. Facts come from an official source and are dated on screen | "The 2026 IRA limit is $7,500" |
| Amber | Touches on how you work, your opinion of markets, or anything a viewer could read as advice for them. Compliance writes the caption or adds a disclosure | "What we are watching this quarter" |
| Red | Performance, forecasts, a real client's situation, or a testimonial without the required disclosures. Not posted | "Our clients beat the market last year" |
Which dates should a financial advisor's content calendar follow?
Every date and figure in this table comes from the linked official page, checked October 2026. Re-check figures each year before you film; limits change.
| Month | Date or event | Content idea | Flag | Source |
|---|---|---|---|---|
| January | New year's limits apply | "2026 limits in 60 seconds: IRA $7,500, 401(k) $24,500, and the catch-ups" | Green | IRS, 13 November 2025 |
| January | Catch-up for ages 60 to 63 | "Turning 60? Your 401(k) catch-up is $11,250, not $8,000" | Green | Same IRS release |
| February to April | Prior-year IRA contributions | "You can still fund last year's IRA until your tax filing deadline. Extensions do not count." | Green | IRS, Traditional and Roth IRAs |
| March | First RMD due 1 April | "Turned 73 last year? Your first required distribution can wait until 1 April, but then you take two this year" | Green | IRS RMD FAQs |
| April to June | Post-tax-season review | "Three things to look at on the return you just filed" | Amber | Your firm's process |
| July | Mid-year check | "What a mid-year plan review covers, and what it does not" | Amber | Your firm's process |
| September | Before Medicare enrollment | "Medicare's annual open enrollment runs 15 October to 7 December. What to gather first." | Green | 42 CFR 422.62 |
| October to December | Enrollment window open | "Switching plans in the window: the questions to ask" | Amber | Same |
| November | IRS announces next year's limits | "Next year's limits just came out. Here is what changed." | Green | IRS newsroom |
| December | RMD deadline 31 December | "Already taking RMDs? This year's is due by 31 December" | Green | IRS RMD FAQs |
| December | Year-end planning | "Our year-end checklist, and why each item is on it" | Amber | Your firm's process |
Green ideas are the safest place to start. They teach, they are dated, and the facts sit on a government page your compliance team can check in a minute.
How do you clip one market commentary webinar?
Fill the months between those dates with a monthly 45 to 60 minute market commentary webinar. One hour of talk usually gives 12 to 20 clips. Each segment of a typical session carries a different flag:
| Segment of the webinar | Clips | Flag | What changes before posting |
|---|---|---|---|
| What happened this month, stated as facts | 3 to 4 | Green | Date on screen, source for any figure |
| What it means for planning in general | 3 to 4 | Green or amber | No "you should", no named products |
| What we are watching | 2 to 3 | Amber | Opinions labeled as opinions, nothing worded as a prediction |
| Audience questions | 3 to 5 | Green or amber | Questions read in general terms, no attendee names |
| How our portfolios are positioned | 0 | Red | Not clipped: it invites performance and suitability questions a short clip cannot answer |
| A client's experience | 0 | Red | Not clipped unless compliance has written the testimonial disclosures |
That is 11 to 16 usable clips a month, about one every other day from a single recording. For the segment-by-segment method on any webinar, see repurpose webinar content.
Which ideas need the most care?
Three kinds of idea look harmless and are not:
- "What I would do" clips. A viewer hears personal advice. Reframe as "what people in this situation usually look at", and let compliance decide.
- Reacting to headlines. A clip about a market drop ages badly and can read as a forecast. Date it on screen and keep it to what happened.
- Reposting someone else's video. Sharing third-party content can make it your firm's communication; the FINRA guidance on this is summarized on our rules page.
How much do you need to record?
| Posting goal | Clips a month | Recorded talk a month |
|---|---|---|
| 3 a week | About 13 | One 60-minute webinar |
| 1 a day | About 30 | Two hours, for example the webinar plus a recorded Q&A |
| 2 a day | About 60 | Three to five hours |
The table uses the 12 to 20 clips an hour figure; red segments reduce what you can use, so plan near the top of each range. If you want the cutting, captioning and posting done for you with a weekly approval batch built in, that is our financial advisor video marketing service: Entry is $2,000 a month for 2 clips a day, and nothing posts until your compliance team approves it. Book a 30-minute call and bring your compliance contact, or see every niche we work with on our founders page. Accountants can use our tax season social media posts calendar instead.
General information, not legal, tax or compliance advice. Your firm's compliance team decides what posts.
Questions people ask
What content should financial advisors post?
Short videos that explain one dated rule or concept at a time: new contribution limits, the IRA deadline, required distributions, the Medicare enrollment window. They teach without making claims, and the facts are easy for compliance to check against the official source.
How often should a financial advisor post on social media?
Three times a week is realistic from one monthly webinar. Daily posting needs about two hours of recorded talk a month. The limit is usually your compliance team's review time, so batch clips weekly.
What should financial advisors not post?
Performance figures, forecasts, anything about a real client, and testimonials without the required disclosures. Ask compliance before reposting another creator's video, because shared content can become your firm's communication.
Want a straight answer for your videos?
Book a 30-minute call. Send us a link first and we'll tell you which plan fits and how many clips we can make.
Book a call See plans and pricing- FINRA and SEC rules for advisor videosRule 2210 approval, Notice 17-18, the SEC Marketing Rule and a clip approval workflow.
- Video marketing for financial advisorsDaily clips from webinars and market commentary, each approved by compliance first.
- Repurpose webinar contentOne webinar recording, up to 20 clips, attendee privacy and a 4-week schedule.