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] – [...]
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 [...]
Marketing – Social media style [Music Video]
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
Social media marketing – Gangnam Style
“@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 [...]
The Yin & Yang of Inbound Marketing [Infographic]
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- [...]
100 social media savvy early adopters in financial services ecosystem
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 [...]
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 [...]
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 [...]
Email vs social media compliance & adoption timelines
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 [...]
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 [...]




