Accountants and tax consultants have been one of the most effective professionals leveraging Pinterest to engage with prospects and clients. In the previous post, we featured 25 Pinterest savvy financial advisors. In this post, we feature 25 Pinterest savvy accounting and tax professionals with an average of 1000+ followers and an average of 50,000 monthly […]
accounting social media marketing
25 images representing key accounting and tax terms
In this post, we continue to show how visual images can be used by professionals to engage clients and prospects on social media – something made easier with tools such as Canva, Crello, Adobe Spark, and Stencil. Our previous posts had featured images representing financial and insurance topics. In this post, we select 25 visually appealing […]
4 Ways to Add Value When Sharing an Accounting Article
The world of accounting is ever-changing. In fact, there are so many tax laws that new ones are often released even after the first wave of taxpayers have filed returns. Obviously, that creates a lot of uncertainty and confusion for your clients. While you aim to provide the best information as promptly as possible, it’s […]
33 social media savvy advisors who made Barron’s Top 100 in 2018
This month, Barron’s published its elite list of Top 100 Independent Advisors. This annual ranking reflects the volume of assets overseen, quality of the advisors’ practices and revenues generated. In this post, we identify 33 social media savvy financial advisors who made this prestigious list in 2018. Congratulations to these financial advisors for their social […]
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 business use of the 3 major social networks – Linkedin, Facebook, Twitter – from […]
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From InvestmentPal
30 social media savvy advisors who made Barron’s Top 100 in 2017
In September, Barron’s published its annual list of Top 100 Independent Advisors – an elite group of advisors selected based on volume and quality of their practices. As with last year, we witnessed an increase in the number of social media savvy advisors who made it to this prestigious list. This year, we identified 30 […]
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 concerns, greater social media participation and consequently increased gains from social media. Is the absence of a social media […]
Financial services social media policy guidelines & business gains (infographic)
Can a social media policy or guideline have an impact on growth of your financial advisory business? To answer this question, we looked at surveys on financial advisors conducted by American Century Investments over a 3-year period. Here are some findings that suggest a positive bottom-line impact of getting a social media policy in place […]
Looking for new clients? An update on social media demographics (infographics)
As a financial advisor, insurance agent, tax consultant or realtor, it is important to know your target customer segments and know where to find them. The number of financial professionals prospecting on Linkedin, Facebook and Twitter has been increasing over the years. One reason for this is the growth of overall user numbers on these […]