Instagram Strategy
Net-new top-of-funnel for reach and discovery among the younger finance-curious US audience. Reels for reach, carousels to repurpose guide pages, Stories to humanize and drive link taps. Lower production cost than YouTube to start.
Objective
Net-new top-of-funnel for reach and discovery among the younger finance-curious US audience. Reels for reach, carousels to repurpose guide pages, Stories to humanize and drive link taps. Lower production cost than YouTube to start.
Formats
Setup checklist
Profile setup
Bio
Founder, Wall Street Prompt | Ex-Goldman & SoftBank\nAI workflows for finance — in files & playbooks\nInvest smarter with AI · Educational only\n↓ Free course + 72 guides
Reel style
Clean, institutional, calm-authority — the anti-hype lane. HeyGen talking-head framed center-left with the artifact (file, model, prompt window) screen-captured beside or behind. Bold burned-in captions (finance audience often watches muted), one idea per Reel. First 1.5s states the payoff, not a 'wait for it' tease. Restrained color, dark or neutral backgrounds, a single accent — looks like a research note, not a dance trend. No trending-audio gimmicks; use subtle ambient or VO-driven pacing.
Post types
CTA strategy
Reels and carousels end with 'Comment [WORD] and I'll send you the guide' (DM automation to capture into newsletter) or 'Full file in the free course — link in bio'. Stories use the link sticker directly to the free course / newsletter. Keep one consistent bio link (Linktree-style) so every CTA resolves to course + library + Work With Me. Avoid hard-sell; lead with the free file, monetize via newsletter and Work With Me downstream.
Week-by-week
What ships on this platform, week by week
- The 8-File Setup That Makes Claude Read Like an Analyst — comment FILESHeyGen talking-head + screen artifact, comment-keyword
- The AI Diligence Workflow I Actually Use — comment DILIGENCEComment-keyword Reel + guide-of-the-week newsletter deep-dive