Social media marketing guide – Top 10 Answers
How can I do more with less? How does SEO fit in? Is there a ROI? A previous post laid out the top 10 social media marketing questions for professionals in financial advisory, insurance, accounting & real estate. Drawing from content on this blog & newly available data, here’s a visual social media marketing [...]
Content curation is a key component of social media marketing. By pointing to quality content and providing unique commentaries and analyses, professionals who curate content can engage with clients and prospects more frequently. In today’s information-loaded web, content curation brings higher quality content to consumers while sending more traffic to curated content sites. Here’re [...]
Top 10 social media marketing questions
With more than a billion users on social networks, social media has become a marketing channel businesses can no longer ignore. To date, this blog has focused on the why, who, and how of social media marketing in finance, insurance, accounting, and real estate. What are the key questions to ask before one starts or [...]
Complementary professional networking can enhance social media reach
Social media enables you to reach the networks of your immediate network (“friends of friends”) when content you create or curate is shared, liked or replied to. The mix of online connections in your immediate network can impact your ultimate social media reach. In addition to having clients, colleagues, friends and family in your online [...]
Tweets that retweet – Reaching prospects outside your network
In a previous post, I wrote about the 3 key metrics that impact the success of social media prospecting. One important metric is the response rate to your content from your social networks. When content is replied to or retweeted by a connection in your social networks, that content is in turned shared to his [...]
When developing a content marketing strategy, two key considerations are differentiation and time. A strategy focused entirely on content creation results in greater differentiation but requires time. To achieve the desired contact frequency with clients and prospects, many financial professionals are complementing content creation with content curation. Does marketing with curated content reduce differentiation? Here’re [...]
Financial advisor marketing – 30 sites to curate content from
Content curation, the selection and sharing of content, is becoming increasingly important in helping consumers get pre-filtered quality content. Social media savvy financial planners, investment advisors and wealth managers become content curators when they select, discuss and share quality and relevant content with their clients and prospects on social media. Here’s a list of 30 [...]
Insurance agent marketing – 30 sites to curate content from
Increasingly, insurance agents & brokers are turning to content curation to engage clients and prospects on social media. Social media savvy agents and brokers are tracking content on sites covering auto, life, home, health & business insurance, selecting & commenting on relevant content, and sharing their links. Clients & prospects benefit from quality & relevant content [...]
Realtor marketing – 30 sites to curate content from
While real estate sales are transactional, the pre-transaction nurturing and post-transaction referral generation are not. Engaging clients and prospects on social media is increasingly key to this nurturing and referral generation process. Realtors and mortgage brokers are selecting quality articles from relevant sites, commenting on them and sharing their links. Clients and prospects benefit from [...]
Accountant marketing – 30 sites to curate content from
As part of their social media marketing activity, accounting and tax professionals are selecting quality articles from relevant sites, commenting on them and sharing their links with their networks. Clients and prospects benefit from receiving quality and relevant content that is pre-filtered and put in context by professionals. Here’re 30 accounting and tax sites & [...]




