This is Part 4 of a series of posts which highlights top content topics that can be used to engage your prospects and clients online. We focused on wealth management, tax planning and insurance in the previous three infographic posts. In this infographic post, we identify 100 accounting topics and terms which are frequently googled, […]
Part 3: 100 frequently googled insurance topics & terms (Infographic)
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 […]
Part 2: 100 frequently Googled tax topics & terms (Infographic)
100 terms and topics in tax planning and preparation that are frequently Googled (Infographic)
100 financial planning topics & terms 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 […]
10 delightful season’s greetings to connect with clients & prospects
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 […]
15 engaging financial services marketing posts from Linkedin discussion group
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 […]
How to turn your Powerpoint slide into a blog post, a Pinterest image & a Youtube video
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 […]
Commenting as a social media engagement strategy – 10 savvy examples
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 […]
50 Statistics to guide your approach to Social Media in Financial Services Ecosystem [Infographic]
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 […]
60 Youtube channels to curate content from in financial services ecosystem
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 […]










