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25 finance images representing key financial advisory keywords
The use of visual images is an effective way to engage clients and prospects on social media. Today, there are many user friendly online tools such as Canva, Crello, Adobe Spark, Stencil that can be used to create … more
How to
25 finance images representing key financial advisory keywords
The use of visual images is an effective way to engage clients and prospects on social media. Today, there are many user friendly online tools such as Canva, Crello, Adobe Spark, Stencil that can be used to create attractive visuals. But to be … more
Financial advisors on all 3 major social networks see greatest gains (infographic)
While many financial advisors are now on social media where their clients and prospects are, one question asked is “how many platforms should they be on?” Relying on data from surveys conducted by Putnam Investments, we looked at the growth in … more
Wishing you and your family a wonderful holiday!
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Uncomplicated social media policy for financial services professionals – 3 examples
According to surveys conducted by American Century Investments, financial advisory firms with a formal social media policy or guidelines increased from 60% to 74% from 2012 to 2015. Over the same period, advisors reported reduced regulatory … more
Part 5 (Real Estate) – 15 bloggers with (search engine) authority on key real estate and mortgage terms & topics
Good content can help showcase expertise in your profession and build relationships with your clients and prospects. Commenting on relevant articles and sharing those commentaries can help create engaging content for your clients and prospects … more
Be a trusted curator of content. Review these lists of fake news sites
Fake news is not new. In 1835, the New York Sun reported the discovery of batlike creatures on the moon, leading to record sales of the paper at 19,000 copies daily.“Lunar animals and other objects Discovered by Sir John Herschel in his … more
New Year Resolutions to Grow Your Business in 2017
In the "Financial Professionals Social Media Adoption Study" conducted by American Century Investments, 43% of financial professionals attributed a return on investment to social media use, with the top 3 social media platforms being Facebook, … more
![50 Statistics to guide your approach to Social Media in Financial Services Ecosystem [Infographic]](https://i2.wp.com/blog.investmentpal.com/wp-content/uploads/2015/08/50-Statistics-to-guide-your-approach-to-Social-Media-Marketing-in-Financial-Services-Ecosystem-2015.png?resize=50%2C50&ssl=1)
Videos
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 … more
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 … more
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 … more
Financial advisor Youtube marketing – 15 video channels to curate from
According to a Pew Research 2013 study, more than 60% of U.S. adults watch videos online and 36% of U.S. adults watch news videos. The … more
![Social media training 101 in 9 minutes [video]. Missed your webinar?](https://i0.wp.com/blog.investmentpal.com/wp-content/uploads/2014/07/cover_small.png?resize=110%2C110&ssl=1)
Social media training 101 in 9 minutes [video]. Missed your webinar?
Looking for online resources to learn more about attracting prospects and winning clients on social media? You can sign up for social media … more
