Social Media Marketing for Financial Services Ecosystem
InvestmentPal Blog
This is Part 3 of a series of posts which present relevant content topics that can be used to engage your clients and prospects. In the previous 2 posts, we focused on wealth management and tax planning. In this post, we identify 100 insurance topics and terms frequently searched on Google, which can be used […]
100 terms and topics in tax planning and preparation that are frequently Googled (Infographic)
To effectively engage clients and prospects online, it is important for you to generate relevant content which interest them. One way to discover financial planning topics that are of interest to clients and potential prospects is to know what they are searching for on Google. Where relevant to your clients and target prospects, these search […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 have featured more than 40 Youtube channels in financial advisory, insurance, tax & accounting from which professionals in those segments can curate. In this post, we present 20 […]
