Social Media Marketing for Financial Services Ecosystem | InvestmentPal Blog

Is social media compliance a marketing show stopper? [Video]

On April 30, 2013, in accounting social media marketing, financial social media marketing, insurance social media marketing, real estate social media marketing, by InvestmentPal

For readers who prefer video to slides, a video series on the Top 10 Answers on Social Media Marketing will be produced.  This is the first in the series – a 2-minute clip which compares social media compliance to that of email and lays out key highlights from FINRA. Social media compliance [1 min 58s] – [...]

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Social media marketing guide – Top 10 Answers

On March 31, 2013, in accounting social media marketing, financial social media marketing, insurance social media marketing, real estate social media marketing, by InvestmentPal

  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 [...]

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Marketing – Social media style [Music Video]

On January 31, 2013, in accounting social media marketing, financial social media marketing, insurance social media marketing, real estate social media marketing, by InvestmentPal

This is a music video on the use of social media style marketing to engage clients and win prospects.  It is inspired by the creative marketing efforts we’ve seen from professionals in financial planning, insurance, accounting and real estate. Social Media Style Marketing   Do you like it?   – InvestmentPal  

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Social media marketing – Gangnam Style

On December 30, 2012, in accounting social media marketing, financial social media marketing, insurance social media marketing, real estate social media marketing, by InvestmentPal

“@psy_oppa Congratulations! You made history! 1 Billion Views!” tweeted MC Hammer on Dec 21 2012 as PSY’s “Gangnam Style” Youtube video topped 1 billion views.  How did PSY’s Gangnam Style video,  uploaded on July 15 2012, achieve such stunning marketing success over a short span of 5 months?  In a Harvard Business Review blog, marketing [...]

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The Yin & Yang of Inbound Marketing [Infographic]

On October 30, 2012, in accounting social media marketing, financial social media marketing, insurance social media marketing, real estate social media marketing, by InvestmentPal

A key concept in Daoist philosophy, “Yin and Yang” (“shadow and light”) describes forces that are opposites, yet complementary. Social media and search can be described as the Yin and Yang of inbound marketing.  They are opposites – while social media is powered by people conversations, search engines are powered by machine algorithms.  Yet they are complementary- [...]

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100 social media savvy early adopters in financial services ecosystem

On September 28, 2012, in accounting social media marketing, financial social media marketing, insurance social media marketing, real estate social media marketing, by InvestmentPal

According to a Bain & Company report, “early adopters are gaining real economic value from their investments in social media”.  As early as 2009, Dell, a retail social media early adopter, reported sales of $6.5M through its Twitter account.  In financial services, over the last year, multi-million dollar account wins by social media savvy financial [...]

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Social search doubles importance of social media marketing

On May 21, 2012, in accounting social media marketing, financial social media marketing, insurance social media marketing, real estate social media marketing, by InvestmentPal

Socialization of search: In December 2010, Matt Cutts from Google confirmed the use of social signals in Google search rankings.  A year later (January 2012), Google introduced “Search, plus Your World”, where search results include relevant Google Plus posts and links shared by the user’s friends. Then on May 10 2012, Bing introduced a new [...]

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Top 10 social media marketing questions

On April 30, 2012, in accounting social media marketing, financial social media marketing, insurance social media marketing, real estate social media marketing, by InvestmentPal

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 [...]

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Email vs social media compliance & adoption timelines

On March 26, 2012, in accounting social media marketing, financial social media marketing, insurance social media marketing, real estate social media marketing, by InvestmentPal

These are eventful years for financial services social media.  In 2010, FINRA 10-06, a key guide on social media compliance, was issued.  The following year, Morgan Stanley allowed its brokers to use social networking sites.  This year (2012), Facebook is expected to exceed 1 billion users.  How will the interplay of consumer adoption, regulatory compliance [...]

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Complementary professional networking can enhance social media reach

On February 21, 2012, in accounting social media marketing, financial social media marketing, insurance social media marketing, real estate social media marketing, by InvestmentPal

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 [...]

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social media marketing for financial services
 

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Topics 

Content Curation
Content Creation
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Why Social Media
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Posts 

  • Is social media compliance a marketing show stopper? [Video]
  • Social media marketing guide – Top 10 Answers
  • How 15 post titles attract readers & search engines
  • Marketing – Social media style [Music Video]
  • Social media marketing – Gangnam Style
  • Visual media marketing – 15 blog images in financial services ecosystem
  • The Yin & Yang of Inbound Marketing [Infographic]
  • 100 social media savvy early adopters in financial services ecosystem
  • 100 sites to curate content from in financial services ecosystem
  • 20 SEO-savvy professionals on first page of Google & their keywords
  • On-page SEO basics – 5 simple tips from Google
  • Social search doubles importance of social media marketing
  • Top 10 social media marketing questions
  • Email vs social media compliance & adoption timelines
  • Complementary professional networking can enhance social media reach
  • 10 social media success stories on how new clients were won
  • Tweets that retweet – Reaching prospects outside your network
  • Video marketing – 10 clips by savvy finance & related professionals
  • Content creation – 20 blog consultants & editors in financial services
  • Insurance social media – 15 savvy agents & brokers
  • Content curation – 3 ways financial professionals are differentiating
  • Social media impact on revenue – 8 statistics from financial services
  • Social media archiving – 8 emerging solutions to watch
  • Financial advisor marketing – 30 sites to curate content from
  • Insurance agent marketing – 30 sites to curate content from
  • Realtor marketing – 30 sites to curate content from
  • Accountant marketing – 30 sites to curate content from
  • Social media metrics for prospecting – 3 that can impact your pipeline
  • Social media for accountants – 20 savvy CPA’s & tax preparers
  • Social media consultant – 20 marketers for financial services
  • Linkedin prospecting – 4 steps for financial professionals
  • How to use Facebook for marketing- 7 steps for financial professionals
  • Content marketing -10 financial advisors curating on social media
  • Top google searches for finance, accounting, insurance, real estate professionals
  • Real estate social media – 15 savvy realtors & brokers
  • Financial social media – 20 savvy advisors, planners, wealth managers
  • Why social media marketing – 3 reasons for financial professionals
 

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