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 […]
Tax & accounting video curation – 15 Youtube channels to curate from
This is the third in a series of posts on video curation on Youtube by professionals looking to engage clients and prospects online. In the previous 2 posts, we presented Youtube channels from which financial advisors and insurance agents can curate and share. In this post, we select 15 Youtube video channels and playlists for […]
Insurance Youtube video marketing – 15 channels to curate from
In our previous post, we discussed how the increased consumption of video presented Youtube video marketing opportunities for professionals to engage clients and prospects online. And we presented Youtube channels which financial advisors can curate from. In this post, we select 15 Youtube channels and playlists from which insurance agents can select and share engaging video […]
Financial advisor Youtube marketing – 15 video channels to curate from
According to a Pew Research 2013 study, more than 60% of U.S. adults watch videos online and 36% of U.S. adults watch news videos. The increased consumption of information via video presents a Youtube marketing opportunity for professionals to engage clients and prospects online. Professionals can create Youtube videos (from interviews to animation), and they […]
How to curate content with differentiation
Content curation has become an important marketing tactic for professionals to engage clients and prospects on social media. Whether on Facebook, Twitter or Linkedin updates, professionals are sharing relevant articles found on news sites, magazine sites, industry sites, blogs, Youtube, company blogs and their own professional blogs. Sharing content which professionals may already be monitoring […]
Using creative illustrations to attract prospects – 10 image sources
Content quality is of utmost importance when it comes to creating online engagement with your clients and prospects. Equally important is persuading a potential reader to click on that link to your content. When a potential reader is browsing through a list of article excerpts on a social media stream, there are 3 things that […]
How to triple your content’s social media reach
Just as prospects can be found in different social groups offline, they can be discovered in different social networks online. As of now, there are about 280 million monthly active users on Twitter, 330 million registered members on Linkedin, and 860 million daily active users on Facebook. On each of these social networks, clients have been won by […]
7 sources of curated content posted on Linkedin updates
Are you using your Linkedin updates to engage business associates, clients and prospects with curated content? Linkedin’s update feature enables you to share a link to an online article, and your commentary on the article, with people who are connected to you. In addition to becoming a curator of quality content to your network, you […]
Benchmark number of tweets individual professionals post each month
Content quality, size of social networks, and social media post frequency are 3 key levers that can impact your online marketing effectiveness. In a previous post, we presented benchmarks statistics on the size of an individual professional’s social network across Facebook, Linkedin and Twitter – by individual professionals in financial advisory, insurance, accounting and real estate. In this post, we […]
10 social media savvy independent advisors who made Barron’s Top 100 List
Previously, this blog had highlighted success stories & statistics of financial planners gaining new clients on Facebook, Twitter & Linkedin. In this post, we identify 10 social media savvy independent advisors who made it to Barron’s recently announced Top 100 Independent Advisors List. Financial advisors on Barron’s Top 100 list are selected based on factors including assets, revenues and quality. On […]









