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Social Media Marketing for Financial Services Ecosystem

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accounting social media marketing

10 delightful season’s greetings to connect with clients & prospects

December 22, 2015 By InvestmentPal Leave a Comment

seasons greetings

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 […]

Filed Under: accounting social media marketing, financial social media marketing, How to, insurance social media marketing, real estate social media marketing, Recent

15 engaging financial services marketing posts from Linkedin discussion group

November 24, 2015 By InvestmentPal Leave a Comment

social media 101

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 […]

Filed Under: accounting social media marketing, financial social media marketing, How to, insurance social media marketing, Recent

How to turn your Powerpoint slide into a blog post, a Pinterest image & a Youtube video

October 28, 2015 By InvestmentPal 2 Comments

powerpoint slide

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 […]

Filed Under: accounting social media marketing, financial social media marketing, How to, insurance social media marketing, Recent

Commenting as a social media engagement strategy – 10 savvy examples

September 14, 2015 By InvestmentPal 5 Comments

social media commenting

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 […]

Filed Under: accounting social media marketing, financial social media marketing, How to, insurance social media marketing, real estate social media marketing, Recent, Savvvy

50 Statistics to guide your approach to Social Media in Financial Services Ecosystem [Infographic]

August 9, 2015 By InvestmentPal Leave a Comment

financial social media statistics 2015

This year, the millenial population in the U.S. surpassed 75M, exceeding that of baby boomers.  A digital savvy generation expected to inherit $30 trillion from baby boomers in North America, 22% of millennial investors say they will look closely at how a financial advisor uses social media when choosing one.  In this post, we put […]

Filed Under: accounting social media marketing, financial social media marketing, insurance social media marketing, Metrics, perspective, real estate social media marketing, Recent, ROI, SEO

60 Youtube channels to curate content from in financial services ecosystem

July 1, 2015 By InvestmentPal Leave a Comment

video curation

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 […]

Filed Under: accounting social media marketing, financial social media marketing, How to, insurance social media marketing, real estate social media marketing, Recent

Tax & accounting video curation – 15 Youtube channels to curate from

May 4, 2015 By InvestmentPal Leave a Comment

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 […]

Filed Under: accounting social media marketing, financial social media marketing, How to, Recent, Videos

How to curate content with differentiation

February 2, 2015 By InvestmentPal Leave a Comment

Bernadt Wealth Management

Content curation has become an important marketing tactic for professionals to engage clients and prospects on social media.  Whether on Facebook, Twitter or Linkedin updates, professionals are sharing relevant articles found on news sites, magazine sites, industry sites, blogs, Youtube, company blogs and their own professional blogs.   Sharing content which professionals may already be monitoring […]

Filed Under: accounting social media marketing, financial social media marketing, How to, insurance social media marketing, Recent

Using creative illustrations to attract prospects – 10 image sources

January 4, 2015 By InvestmentPal 2 Comments

Certificates pattern

Content quality is of utmost importance when it comes to creating online engagement with your clients and prospects.  Equally important is persuading a potential reader to click on that link to your content.  When a potential reader is browsing through a list of article excerpts on a social media stream, there are 3 things that […]

Filed Under: accounting social media marketing, financial social media marketing, How to, insurance social media marketing, real estate social media marketing, Recent

How to triple your content’s social media reach

December 2, 2014 By InvestmentPal Leave a Comment

social media reach

Just as prospects can be found in different social groups offline, they can be discovered in different social networks online. As of now, there are about 280 million monthly active users on Twitter, 330 million registered members on Linkedin, and 860 million daily active users on Facebook.  On each of these social networks, clients have been won by […]

Filed Under: accounting social media marketing, financial social media marketing, How to, insurance social media marketing, real estate social media marketing, Recent, Savvvy

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