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How much does social media and email archiving cost?

October 2, 2013 By InvestmentPal 2 Comments

email archiving costs

The combined cost of social media & email archiving for the single user is about 2 to 4 Starbucks lattes a week – based on publicly available prices (as of Oct 1 2013) in table below.  For compliance or other business reasons, professionals in financial services and other sectors are archiving email and social media business records.  […]

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Filed Under: Compliance, financial social media marketing, insurance social media marketing, Recent

How to do more with less time by curating content [Video]

September 2, 2013 By InvestmentPal Leave a Comment

content curation

This 1 minute clip shows how to do more in social media marketing with less time by curating content.  It also highlights about 100 news, industry & blog sites in financial advisory, insurance, accounting & real estate. Curating content by InvestmentPal                           Transcript How […]

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

How to increase leads with effective titles, images & video [Video]

August 5, 2013 By InvestmentPal Leave a Comment

more leads

This 2 minute clip explains how to write effective titles, and use images & videos to expand readership and increase leads on social media. It shows examples of different types of titles, images & videos used by professionals in financial advisory, insurance, accounting, and real estate.   Increase leads with effective titles, images & video […]

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

Is your social media marketing plan pulling the right levers? [Video]

July 18, 2013 By InvestmentPal Leave a Comment

social media impact

This 1.5 minute clip lays out the 4 steps in an effective social media marketing plan and derives the 3 key levers for successful prospecting on social media. Social media marketing plan & levers (1 min 32 s ) by InvestmentPal                   Transcript This video segment will provide […]

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

Social media results – these professionals are winning new clients [Video]

June 14, 2013 By InvestmentPal 2 Comments

social media results

This 2 minute clip presents social media results of financial advisors on Facebook, Twitter and Linkedin in a recent Accenture survey, and highlights 10 notable social media client wins in financial advisory, insurance, accounting and real estate. Social media marketing results (2 mins) by InvestmentPal                 Transcript Is there a […]

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

Is social and search together greater than sum of its parts? [Video]

May 21, 2013 By InvestmentPal Leave a Comment

social media and search

This 2 minute clip shows how social and search are related and how SEO can boost social media marketing and vice versa.  It also shows 20 keyword choices that enabled posts to win Google Page One ranking in financial advisory, insurance, accounting and real estate; and offers 5 useful tips for search engine optimization. Social […]

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

Is social media compliance a marketing show stopper? [Video]

April 30, 2013 By InvestmentPal Leave a Comment

finra

For readers who prefer video to slides, a video series on the Top 10 Answers on Social Media Marketing will be produced.  This is the first in the series – a 2-minute clip which compares social media compliance to that of email and lays out key highlights from FINRA. Social media compliance [1 min 58s] by InvestmentPal […]

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Filed Under: Compliance, financial social media marketing, insurance social media marketing, Recent, Videos

Social media marketing guide – Top 10 Answers

March 31, 2013 By InvestmentPal 2 Comments

  How can I do more with less? How does SEO fit in? Is there a ROI?  A previous post laid out the top 10 social media marketing questions for professionals in financial advisory, insurance, accounting & real estate.  Drawing from content on this blog & newly available data, here’s a visual social media marketing […]

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

How 15 post titles attract readers & search engines

February 28, 2013 By InvestmentPal 2 Comments

post titles

Crafting effective post titles is important for online marketing success.  Good blog post titles motivate readers to read & share your posts; and achieve higher search engine rankings and click-through rates for those posts.   A well crafted post title should*: Be concise(1) Convey reader benefits(2) Trigger an emotional response (eg, use of words such as “need”, […]

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

Marketing – Social media style [Music Video]

January 31, 2013 By InvestmentPal 4 Comments

social media marketing music

This is a music video on the use of social media style marketing to engage clients and win prospects.  It is inspired by the creative marketing efforts we’ve seen from professionals in financial planning, insurance, accounting and real estate. Social Media Style Marketing   Hope you like it.   – by InvestmentPal         […]

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

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