Ron Dalal, Founder of Beginner To Investor
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Therondalal
Making investing simple for beginners, and turning Instagram into the front door for the Beginner To Investor ETF course.
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Client
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IndustryPersonal finance & investing education
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ServiceSocial media strategy, content production & community management
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PeriodAug 2026 to Sep 2026
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Instagram
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Threads
Results
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Instagram followers
Engaged followers interested in ETF and long-term investing
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Monthly accounts reached
Non-followers reached through Reels and shared carousels
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Link-in-bio clicks
Clicks to the ETF investing course page per month
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Course enrolments from Instagram
Students who joined Beginner To Investor via an Instagram touchpoint
The challenge
Ron Dalal teaches everyday people how to invest and build long-term wealth with ETFs. His knowledge was solid, but his Instagram wasn’t doing that knowledge justice: posting was irregular, and the content didn’t speak clearly to complete beginners.
Finance content is crowded with hype, get-rich-quick promises and jargon. Beginners scroll past anything that feels intimidating or salesy, and they don’t trust anyone who sounds like they’re selling a dream.
Ron needed a calm, credible voice on Instagram that made investing feel simple and achievable, and a clear path from a 30-second Reel to his ETF investing course.
Our approach
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Beginner-first content pillarsBuilt four pillars, each matched to a story highlight: Investing basics, How To Invest, money mindset, and personal life (Family & Food, Cars), so followers learn from Ron and also get to know him.
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Short-form talking-head ReelsScripted 30–60 second videos where Ron explains one idea at a time, like ETFs vs stocks or how compounding works, with clear captions for sound-off viewing.
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Quote-card and meme carouselsTurned lessons from investors like Charlie Munger into shareable quote cards and relatable money memes that spread to new audiences through saves and shares.
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Reel-to-course funnelEvery post points to one action: the ETF investing course at beginnertoinvestor.com. Keyword-triggered DMs send the course link instantly.
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Behind the work
- Calm, credible visual style: Clean, high-contrast layouts and simple charts that make investing feel approachable, not flashy.
- Personal brand storytelling: Family, food and car content in Stories and highlights, so followers trust Ron as a real person, not a finance influencer.
- Keyword DM automation: Comment keywords like “ETF” trigger instant DMs with the course link or free checklist, starting real conversations.
- Monthly batch production: Scripts, carousels and Reels planned and filmed in monthly batches, so posting stays consistent without taking Ron’s time.
Client feedback
“Wangard made my Instagram feel like me, just clearer and more consistent. Beginners finally understand what I’m teaching, and the course sign-ups now come straight from my content.”
Ron Dalal
Founder, Beginner To Investor (@therondalal)
Get in touch