100 terms and topics in tax planning and preparation that are frequently Googled (Infographic)
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100 financial planning topics & terms frequently Googled (Infographic)
To effectively engage clients and prospects online, it is important for you to generate relevant content which interest them. One way to discover financial planning topics that are of interest to clients and potential prospects is to know what they are searching for on Google. Where relevant to your clients and target prospects, these search […]
10 delightful season’s greetings to connect with clients & prospects
The holiday season is an important time to connect with clients & prospects, say thank you & to spread that holiday cheer. Here’re 10 delightful seasons greetings, both visual and video, from professionals in financial advisory, insurance, accounting & real estate. Thank you & happy holidays! Area One Realty | areaonerealty.com Royal LePage Miramichi […]
15 engaging financial services marketing posts from Linkedin discussion group
There are many discussion groups on Linkedin which offer their members an interactive platform to learn about financial services marketing tips and best practices from industry peers and marketing professionals. In this post, a “sequel” to an earlier article, we feature another 15 engaging Linkedin group posts on digital marketing in financial services. These posts […]
How to turn your Powerpoint slide into a blog post, a Pinterest image & a Youtube video
Blog posts, Pinterest pins and Youtube videos are different ways to engage your clients and prospects online. How does one find good topics and materials to create content across all these different channels? If you are in a profession such as wealth management, insurance, or accounting, content for that next post, pin or video may already reside […]
Commenting as a social media engagement strategy – 10 savvy examples
Effective social media marketing requires regular engagement with clients and prospects. Time-pressed professionals face the challenge of generating engaging content at desired frequencies. To overcome this, one marketing strategy these professionals can adopt is commenting. Thoughtful comments on relevant online articles enable professionals to articulate their unique perspectives on timely topics – within minutes. Professionals can craft comments to articulate […]
60 Youtube channels to curate content from in financial services ecosystem
Video curation is becoming an important component of social media marketing. Today, Youtube has more than 1 billion users and every minute, 300 hours of video are uploaded to it. By selecting timely and relevant video content and providing useful commentaries on selected content, professionals can use curated video to engage clients and prospects. Video curation brings […]
Real estate video marketing – 20 Youtube channels to curate from
This is the fourth in our series of articles on the use of video curation to engage clients and prospects online. Over the last 3 posts, we have featured more than 40 Youtube channels in financial advisory, insurance, tax & accounting from which professionals in those segments can curate. In this post, we present 20 […]
Tax & accounting video curation – 15 Youtube channels to curate from
This is the third in a series of posts on video curation on Youtube by professionals looking to engage clients and prospects online. In the previous 2 posts, we presented Youtube channels from which financial advisors and insurance agents can curate and share. In this post, we select 15 Youtube video channels and playlists for […]
Insurance Youtube video marketing – 15 channels to curate from
In our previous post, we discussed how the increased consumption of video presented Youtube video marketing opportunities for professionals to engage clients and prospects online. And we presented Youtube channels which financial advisors can curate from. In this post, we select 15 Youtube channels and playlists from which insurance agents can select and share engaging video […]