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Social Media Marketing for Financial Services Ecosystem

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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 […]

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

Financial services social media policy guidelines & business gains (infographic)

June 15, 2017 By InvestmentPal Leave a Comment

social media policy, social media guidelines

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 […]

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Filed Under: accounting social media marketing, Compliance, financial social media marketing, insurance social media marketing, perspective, Recent, ROI

Looking for new clients? An update on social media demographics (infographics)

April 22, 2017 By InvestmentPal Leave a Comment

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 […]

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

Part 5 (Real Estate) – 15 bloggers with (search engine) authority on key real estate and mortgage terms & topics

March 23, 2017 By InvestmentPal Leave a Comment

Good content can help showcase expertise in your profession and build relationships with your clients and prospects.  Commenting on relevant articles and sharing those commentaries can help create engaging content for your clients and prospects online. In this post, we highlight 15 “authoritative” bloggers on the subject of real estate and mortgage in the final […]

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

Be a trusted curator of content. Review these lists of fake news sites

February 5, 2017 By InvestmentPal Leave a Comment

fake news sites

Fake news is not new.  In 1835, the New York Sun reported the discovery of batlike creatures on the moon, leading to record sales of the paper at 19,000 copies daily. “Lunar animals and other objects Discovered by Sir John Herschel in his observatory at the Cape of Good Hope and copied from sketches in […]

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

New Year Resolutions to Grow Your Business in 2017

January 2, 2017 By InvestmentPal 1 Comment

social media resolutions - new year 2017

In the “Financial Professionals Social Media Adoption Study” conducted by American Century Investments, 43% of financial professionals attributed a return on investment to social media use, with the top 3 social media platforms being Facebook, LinkedIn and Twitter.   As we begin the new year, is social media part of your plan to grow your business […]

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

Happy holidays!

December 21, 2016 By InvestmentPal Leave a Comment

Merry christmas

from InvestmentPal

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

Part 4 (Accounting) – 12 bloggers with (search engine) authority on key accounting terms & topics

November 28, 2016 By InvestmentPal Leave a Comment

accounting seo

In part 4 of our series of posts identifying “authoritative” bloggers on the financial services ecosystem, we identify twelve bloggers with (search engine) authority on key accounting terms.  To assess subject matter “authority”, we look at bloggers who have achieved Google Page 1 ranking under “blog searches” using popular accounting search terms. Sara White (editor […]

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Filed Under: accounting social media marketing, How to, Recent, SEO

Part 3 (Insurance) – 12 bloggers with (search engine) authority on key insurance terms & topics

October 21, 2016 By InvestmentPal Leave a Comment

insurance terms

After acknowledging social media savvy advisors who made Barrons Top 100 in our last post, we return to our series of posts identifying “authoritative” bloggers in the financial services ecosystem.  By commenting on interesting blog pieces from authoritative bloggers and sharing those commentaries, professionals can generate useful content and engagement online. In this post, we […]

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

20 social media savvy advisors who made Barron’s Top 100 in 2016

September 7, 2016 By InvestmentPal Leave a Comment

barrons top 100 social media savvy

Last month, Barron’s released its much awaited list of Top 100 Independent Advisors – selected based on factors including volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Today, we want to recognize 20 social media savvy advisors who made this Barron’s […]

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

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