• Skip to main content
  • Skip to primary sidebar
  • Blog
  • About
  • InvestmentPal.com

Social Media Marketing for Financial Services Ecosystem

InvestmentPal Blog

Investmentpal beta

InvestmentPal

Recurring Financial Advisors’ New Year Resolutions

January 2, 2019 By InvestmentPal Leave a Comment

financial advisor 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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

How to craft engaging commentaries on a real estate article you share

November 16, 2018 By InvestmentPal Leave a Comment

real estate marketing

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

33 social media savvy advisors who made Barron’s Top 100 in 2018

September 24, 2018 By InvestmentPal Leave a Comment

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

Different ways to craft engaging commentaries on a finance article you share – Examples from a writing expert

August 31, 2018 By InvestmentPal Leave a Comment

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

25 insurance images representing key insurance topics and terms

June 20, 2018 By InvestmentPal Leave a Comment

art insurance

In the previous post, we featured 25 financial visual images representing key wealth management topics.  By combining visual appeal with topic relevance, images can be an effective way to engage clients and prospects on social media.  Today, visually appealing images can be created easily with tools such as Canva, Crello, Adobe Spark, and Stencil.  In […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

Filed Under: How to, insurance social media marketing, Recent, Savvvy

25 finance images representing key financial advisory keywords

April 16, 2018 By InvestmentPal 1 Comment

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 effective, visuals must not only be appealing but they must also represent […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

Financial advisors on all 3 major social networks see greatest gains (infographic)

February 5, 2018 By InvestmentPal Leave a Comment

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

Wishing you and your family a wonderful holiday!

December 22, 2017 By InvestmentPal Leave a Comment

merry christmas

From InvestmentPal

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

30 social media savvy advisors who made Barron’s Top 100 in 2017

October 3, 2017 By InvestmentPal 1 Comment

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

Filed Under: accounting social media marketing, financial social media marketing, insurance social media marketing, Recent, Savvvy

Uncomplicated social media policy for financial services professionals – 3 examples

August 17, 2017 By InvestmentPal Leave a Comment

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Go to page 5
  • Interim pages omitted …
  • Go to page 12
  • Go to Next Page »

Primary Sidebar

Join 40,000+ of your peers

  • Facebook
  • LinkedIn
  • Pinterest
  • Twitter

Click to follow

Search

Archives

Finance and real estate Youtube Playlists

Financial services & real estate Youtube playlists to follow from 40 channels

July 24, 2023

financial planning podcasts

Finance Podcast RSS feed urls to follow from 30 sites

April 27, 2023

Finance RSS feeds to follow

Finance RSS feeds to follow from 30 sites

December 8, 2022

social media savvy barrons 100

51 social media savvy wealth managers who made Barron’s Top 100 in 2022

September 26, 2022

Pinterest savvy realtors

25 Pinterest Savvy Realtors and Mortgage Professionals

June 1, 2022

real estate covid

Impact of Covid-19 on customer engagement for realtors

April 4, 2022

happy 2022

Wishing you a Happy 2022!

January 2, 2022

Impact of Covid-19 on customer engagement for insurance agents

November 12, 2021

social media savvy wealth managers barrons top 100

50 social media savvy financial advisors who made Barron’s Top 100 in 2021

September 19, 2021

financial advisor search google trend

Impact of Covid-19 on customer engagement for wealth managers

July 26, 2021

25 Pinterest Savvy Insurance Professionals

25 Pinterest Savvy Insurance Professionals

April 5, 2021

welcome-2021

Welcome 2021!

December 31, 2020

Barron's Top 100 social media savvy

47 social media savvy wealth managers who made Barron’s Top 100 in 2020

September 21, 2020

>>

Terms   Privacy  

© 2023 InvestmentPal