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Getting Started

Welcome to the Share Scoops member community!

The Share Scoops platform is more than a set of tools for creating financial content—it’s a way to do more with less, and I’m thrilled to share it with you.

After leaving my Wall Street career on a mission to make finance more accessible, I faced the significant challenge of meeting today’s content demands, especially with a lean team.

Years of growing our community, collaborating with top financial institutions, and listening to our audience have allowed us to refine a system that empowers those passionate about financial literacy and access.

Below, we’ll walk through all of the resources you need to start building your digital presence and engaging your clients with content from the Share Scoops platform.




First thing to know:
All of your resources are on Notion

You can access these resources online anytime here. (👈 Bookmark this)

If you have any trouble accessing the Notion pages, please click here to let us know.

*If you haven’t used Notion before, it takes 10 seconds to create a free account.




Get Started:

1) Click the link below to schedule a quick kickoff strategy call.

Schedule Kickoff Call

*Members who start with a call see significantly better business results.

Like everything on our platform, this is designed to ensure that you’re not wasting your time. We’ll discuss your goals and show you how to use the platform to attract and engage clients on a busy schedule.

2) Get weekly content recommendations (Growth Plan Exclusive)

Complete a quick survey about your clients and goals, and we will curate content and provide personalized recommendations suited to your specific needs.

Complete Profile Survey




Get Help:

1) Join our weekly office hours to ask any questions you may have about your content, marketing, or process.

Join Office Hours


2) Want more content about certain topics? Click the button below to send us a request, and we’ll populate the platform ASAP with content focused on the data-backed, most-frequently-asked questions related to those topics.

Request More Content



3) Get expert advice! (Growth Plan Exclusive)

Schedule a 1-on-1 call with a content marketing advisor to help you navigate the nuanced challenges of your business and clients.

Schedule Strategy Session



General Support: Email [email protected] for 24/7 customer support.





Start Posting:

1) Review our Quick-Start Guides

  • Simple Steps to Post on Social in Seconds: FAQ Answers

  • The 2nd Simplest Posts on Social: Economy Scoops

  • Simple Steps to Create a Short-Form Video Post in Minutes

  • Checklist: 10 Steps to Optimize Your Social Media into a Client Funnel

  • Create an Engaging Newsletter You Can Update in Minutes

  • Guide to Writing Great Hooks for LinkedIn (Finance Edition)



2) Explore our Content Libraries

Browse our content libraries in Notion for ready-to-post emails, LinkedIn posts, Tweets, video scripts, and more.

*If you haven’t used Notion before, it takes 10 seconds to create a free account.

Here are the three main libraries you should bookmark:

  • FAQ Answers Library: Perennial content focused on the data-backed, most frequently asked questions about personal finance and the economy

  • Visual Content Library: Infographics, charts, and visuals designed around those data-backed financial FAQs, each with a fully customizable Canva template

  • Economy Scoops Database: (Growth Plan Exclusive) Live-updating news bites focused on every event impacting your clients’ home, wallet, work, and savings, helping you deliver timely and relevant posts and newsletters

If you have any trouble accessing the Notion libraries, please click here to let us know.



3) Explore more resources:

  • Proven Visual Post & Video Canva Templates

  • 10-Step Financial Content Framework

  • Step-by-Step Guide to Creating and Monetizing Content



Recommended Resources:

1) Design Like a Pro: Canva

Canva is a fabulous program for all levels of design experience. It’s a drag-and-drop program with so many templates and resources at your fingertips. Get started for free today.

2) Build & Monetize Your Newsletter: Beehiiv

We’ve tried several email marketing and newsletter services. Our favorite is Beehiiv. It’s a new platform started by the team that built Morning Brew, one of the most successful newsletters ever. It’s designed to help content creators grow and monetize their audience. While it’s free to start, the paid subscriptions offer robust features.

Use our referral link for a free 30-day trial plus 20% OFF for 3 months. We earn a commission, but we recommend it even if you don’t use our link.

https://www.beehiiv.com?via=sharescoops




Don’t hesitate to reach out with any questions! You can email us at [email protected]

Excited to help you grow,

Augustus

Augustus Christensen
Founder & CEO, Share Scoops


Share Scoops

The financial content platform built for growth and retention

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