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25 images representing real estate & mortgage terms

December 20, 2019 By InvestmentPal Leave a Comment

dream home

This is the fourth in a series of posts on the use of visual marketing by professionals to engage clients and prospects on social media.  With user-friendly tools such as Canva, Crello, Adobe Spark, and Stencil, it is increasing easy to create relevant and appealing images – be it in the area of finance, insurance, accounting, […]

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

41 social media savvy advisors who made Barron’s Top 100 in 2019

September 30, 2019 By InvestmentPal Leave a Comment

41 social media financial advisors made barron's top 100 in 2019

This month, long awaited Barron’s Top 100 Independent Advisors was published – recognizing top performing wealth managers for both the quality and size of their practices in 2019.   In this post, we present 41 social media savvy financial advisors who made this prestigious list. Congratulations!   1 Richard Saperstein @ Treasury Partners linkedin.com/in/richardsaperstein1 twitter.com/@treaspart facebook.com/treasurypartners […]

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

25 images representing key accounting and tax terms

July 22, 2019 By InvestmentPal Leave a Comment

budgeting

In this post, we continue to show how visual images can be used by professionals to engage clients and prospects on social media – something made easier with tools such as Canva, Crello, Adobe Spark, and Stencil.  Our previous posts had featured images representing financial and insurance topics.  In this post, we select 25 visually appealing […]

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

4 Ways to Add Value When Sharing an Accounting Article

May 16, 2019 By InvestmentPal Leave a Comment

cpa accounting commentray

The world of accounting is ever-changing. In fact, there are so many tax laws that new ones are often released even after the first wave of taxpayers have filed returns. Obviously, that creates a lot of uncertainty and confusion for your clients. While you aim to provide the best information as promptly as possible, it’s […]

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

5 ways to add real value when sharing insurance articles

March 11, 2019 By InvestmentPal Leave a Comment

value add when sharing insurance articles

The insurance industry has changed dramatically over the past couple decades. Insurance buyers have changed too, and they’re looking beyond getting the lowest price. They want to do business with companies that share their values. They want a better buying experience that includes social media, mobile convenience, and personalized choices. And they want to be […]

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

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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

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