In previous posts, we discussed how has digital engagement in the wealth management and insurance industry has changed during this pandemic. In this blog, we highlight 3 statistics that show why and how realtors have both increased adoption of digital channels and use of social media to engage with clients during this time. 1. […]
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Impact of Covid-19 on customer engagement for insurance agents
In a previous post, we showed how customer engagement in the wealth management industry has changed during this pandemic. In this blog, we highlight 5 statistics that show why and how insurance agents have both increased adoption of digital tools and use of social media to engage and win clients during this time. 1. […]
Impact of Covid-19 on customer engagement for wealth managers
Covid-19 has changed how we work and how we communicate with our friends, colleagues and clients. How has customer engagement in the wealth management industry changed during this pandemic? This blog highlights 5 statistics to show why and how wealth managers have increased digital adoption and accelerated use of social media to engage with clients […]
Financial advisors on all 3 major social networks see greatest gains (infographic)
While many financial advisors are now on social media where their clients and prospects are, one question asked is “how many platforms should they be on?” Relying on data from surveys conducted by Putnam Investments, we looked at the growth in business use of the 3 major social networks – Linkedin, Facebook, Twitter – from […]
Financial services social media policy guidelines & business gains (infographic)
Can a social media policy or guideline have an impact on growth of your financial advisory business? To answer this question, we looked at surveys on financial advisors conducted by American Century Investments over a 3-year period. Here are some findings that suggest a positive bottom-line impact of getting a social media policy in place […]
Be a trusted curator of content. Review these lists of fake news sites
Fake news is not new. In 1835, the New York Sun reported the discovery of batlike creatures on the moon, leading to record sales of the paper at 19,000 copies daily. “Lunar animals and other objects Discovered by Sir John Herschel in his observatory at the Cape of Good Hope and copied from sketches in […]
New Year Resolutions to Grow Your Business in 2017
In the “Financial Professionals Social Media Adoption Study” conducted by American Century Investments, 43% of financial professionals attributed a return on investment to social media use, with the top 3 social media platforms being Facebook, LinkedIn and Twitter. As we begin the new year, is social media part of your plan to grow your business […]
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 […]
Are You Wasting Your Time with Social Media Marketing?
Maybe. That’s not to say that social media is a waste of time—though we may feel like we’ve wasted our share of hours scrolling through endless updates. Rest assured, though, that online networking can be an extremely effective means of promoting growth. In fact, new research based on a study of 500 CEOs and executives […]
Financial Social Media Statistics [Infographic] – Stepping Up & Winning Clients
Over the past 2 years, many financial professionals have followed their prospects onto social media, educated themselves about compliance issues, and stepped up their social media marketing game. Across major social networks, clients wins have been reported. Here’re 9 social media statistics that join the dots and capture the story to date. Social Media Statistics […]