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Linkedin prospecting – 4 steps for financial professionals

November 12, 2010 By InvestmentPal Guest Leave a Comment

linkedin prospecting in financial services

Enter “financial services” into the Linkedin member search box and it will return more than 1M results. How are financial services professionals using Linkedin to connect with potential clients? Here’re 4 steps to attract potential clients, in video.  These tutorial videos will help you locate existing clients and attract new potential prospects.  Be sure to […]

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

How to use Facebook for marketing- 7 steps for financial professionals

November 3, 2010 By InvestmentPal Guest Leave a Comment

how to use Facebook for marketing from brian lee fricke

As more and more people use Facebook, it has evolved into a significant marketing tool and business information platform. More than 1.5 million organizations have a business fan page and 20 million users “Like” a fan page daily. Financial professionals are likewise turning to Facebook for client development as prospective customers increasingly use social media.  […]

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

Social curation -10 financial advisors curating content on social media

October 12, 2010 By InvestmentPal 2 Comments

content marketing using wall street journal

As online content grows exponentially, it gets harder to sieve out good content.  Content curation, the selection and sharing of content, is increasingly important in helping consumers get to interesting & relevant content.  Content curation is equally important to financial professionals as a core component of their content marketing.   Financial professionals become content curators when […]

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

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