Shortly after its IPO in April 2019, the number of monthly users on Pinterest exceeded 300M, representing a 30% increase compared to the same period in 2018. The number of financial professionals engaging with clients of prospects on Pinterest has similarly increased. In previous posts, we featured financial professionals who are savvy with online engagement […]
25 images representing real estate & mortgage terms
This is the fourth in a series of posts on the use of visual marketing by professionals to engage clients and prospects on social media. With user-friendly tools such as Canva, Crello, Adobe Spark, and Stencil, it is increasing easy to create relevant and appealing images – be it in the area of finance, insurance, accounting, […]
41 social media savvy advisors who made Barron’s Top 100 in 2019
This month, long awaited Barron’s Top 100 Independent Advisors was published – recognizing top performing wealth managers for both the quality and size of their practices in 2019. In this post, we present 41 social media savvy financial advisors who made this prestigious list. Congratulations! 1 Richard Saperstein @ Treasury Partners linkedin.com/in/richardsaperstein1 twitter.com/@treaspart facebook.com/treasurypartners […]
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 […]
5 ways to add real value when sharing insurance articles
The insurance industry has changed dramatically over the past couple decades. Insurance buyers have changed too, and they’re looking beyond getting the lowest price. They want to do business with companies that share their values. They want a better buying experience that includes social media, mobile convenience, and personalized choices. And they want to be […]
Recurring Financial Advisors’ New Year Resolutions
For 3 years running, increasing digital marketing channels has been a New Year Resolution for financial advisors. Over the years, SEI has been conducting surveys of financial advisors to understand what are their top priorities in enhancing their practices and serving their clients. In this post, we identify 5 recurring new years goals and resolutions […]
How to craft engaging commentaries on a real estate article you share
As in financial services marketing, content sharing on social media has become key to engaging clients and prospects in real estate. How can real estate professionals craft effective commentaries on articles they share online? In this post, we invite Lisa Logan, a real estate writer, to illustrate different ways a real estate agent or mortgage […]
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 […]
Different ways to craft engaging commentaries on a finance article you share – Examples from a writing expert
Content sharing on social media has become key to engaging clients and prospects for financial advisors and wealth managers. More than providing value of content curation by picking out quality articles, financial professionals can add value by crafting an introduction to the shared article that helps readers make sense of an article or get to […]