How can I be funny as a financial advisor without losing credibility?

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Question from a subscriber: “I’d like to be funny but being a financial advisor is a serious job. I’m scared to lose credibility.” Agree. I wouldn’t want my heart surgeon trying to make me crack up, either. But there are certain stages in the process of earning a client’s trust where a leeeetle financial advisor humor can be a huge asset.

Where to use it

Two specific places – your website and your social media.

Let me show you.

Actions you can take TODAY


Say something funny on the home page of your website. It’s the part that gets the most attention and most are totally ho-hum.

Example: Boerum Hill Financial Advisors and their “financial planning for the yacht-less.”


Now that’s a website I would remember.




Use humor on social media to stop the scroll

Check out Mando Sallavanti‘s posting on LinkedIn.

He gets their attention using a funny image, and then directs them to a posting with a serious educational lesson.

You can see the positive response – over 200 comments.

Sara’s upshot

Sprinkle some humor into your marketing in a few places – just a touch. It’ll go a long way in:

  • Presenting you as real,
  • Making you memorable, and in
  • Helping your reader breathe a sigh of relief that you aren’t going to bore them to death.

BOOM – and there’s today’s marketing tip for ‘ya!

Ready to evoke some financial advisor humor?

Alright that’s all for now. I hope this blog about how to be funny as a financial advisor, without losing credibility, was helpful.

Did you sign up for my daily newsletter?

Or if you want more…

Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts, and they are all two sentences or less.

This is a book about financial advisor LinkedIn messages which contains scripts you can use to get new prospects.

You could also consider this LinkedIn training program which teaches financial advisors how to get new clients and leads from LinkedIn.

The Sara Grillo membership is a social media program for financial advisors - but only the cool ones.

Thanks for reading. See you in the next one!

-Sara G


Mando Sallavanti III, CFP, CEPA. (March 29th, 2024). You can run but you can’t hide. Thumbnail with attached text. [Post] LinkedIn.

Any questions? Send 'em in!