Personal Financial Planning Specialist Toolkit - Social Media 


Here are social media posts and graphics for you to use on your Facebook, LinkedIn and Twitter channels to help you tell clients and prospects about the value of working with CPA financial planners. Download the social media graphics below and then, right click on the graphic. Choose save. This allows you to save the graphic wherever you choose on your computer for later use.

We have several social media user guides to assist you – the AICPA Twitter User Guide, which gives a concise, easy-to-read walk-through of Twitter features, as well as guides for Facebook and LinkedIn (member login required).


Download social media graphic

Download social media graphic

HEADLINE: She’s come into sudden wealth and turned to a CPA for advice.

FACEBOOK POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

LINKEDIN POST:
CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

TWITTER TWEET:
CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

Download social media graphic

Download social media graphic

HEADLINE: They just sold their business and turned to a CPA for advice.

FACEBOOK POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

LINKEDIN POST
: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

TWITTER TWEET:
CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

Download social media graphic

Download social media graphic

HEADLINE: They want to transfer their wealth to their grandkids and turned to a CPA for advice.

FACEBOOK POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

LINKEDIN POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

TWITTER TWEET
: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

Download social media graphic

Download social media graphic

HEADLINE: He wants to get his retirement plan in order and turned to a CPA for advice.

FACEBOOK POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

LINKEDIN POST
: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

TWITTER TWEET:
CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

Download social media graphic

Download social media graphic

HEADLINE: He wants to make sure his spouse is financially secure and turned to a CPA for advice.

FACEBOOK POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

LINKEDIN POST
: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

TWITTER TWEET:
CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

Download social media graphic

Download social media graphic

HEADLINE: They need to understand the tax consequences of their financial plan and turned to a CPA for advice.

FACEBOOK POST: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

LINKEDIN POST
: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

TWITTER TWEET: CPAs can give you a lifetime of sound financial planning advice. Look at your big picture with a CPA.

Download social media graphic

Download social media graphic

HEADLINE: The CPA Vision and Beyond project calls personal financial planning “a core service of our profession.”

FACEBOOK POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

LINKEDIN POST:
You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

TWITTER TWEET:
You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

Download social media graphic

Download social media graphic

HEADLINE: The U.S. Bureau of Labor Statistics projects a 30% growth in the need for financial advisory services over the next 10 years.

FACEBOOK POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

LINKEDIN POST:
You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

TWITTER TWEET:
You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

Download social media graphic

Download social media graphic

HEADLINE: Those with a net worth of $500,000 to $5 million+ indicated that the term “personal financial planning” is most appealing for the services they seek.

FACEBOOK POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

LINKEDIN POST:
You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

TWITTER TWEET
: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

Download social media graphic

Download social media graphic

HEADLINE: Three out of four consumers associate financial planning with CPAs.

FACEBOOK POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

LINKEDIN POST
: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

TWITTER TWEET
: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

Download social media graphic

Download social media graphic

HEADLINE: 10,000 baby boomers per day will turn 65 in the next 10 years and will need planning guidance.

FACEBOOK POST: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

LINKEDIN POST
: You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.

TWITTER TWEET:
You trust CPAs for taxes. You can trust them for a lifetime of sound financial planning, too.




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