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Impact of Covid-19 on customer engagement for realtors

April 4, 2022 By InvestmentPal Leave a Comment

real estate covid

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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Filed Under: How to, Metrics, other, perspective, real estate social media marketing, Recent, ROI

Impact of Covid-19 on customer engagement for insurance agents

November 12, 2021 By InvestmentPal Leave a Comment

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. […]

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Filed Under: How to, insurance social media marketing, Metrics, other, perspective, Recent, ROI

Impact of Covid-19 on customer engagement for wealth managers

July 26, 2021 By InvestmentPal Leave a Comment

financial advisor search google trend

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 […]

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Filed Under: financial social media marketing, How to, Metrics, other, perspective, Recent, ROI

Financial advisors on all 3 major social networks see greatest gains (infographic)

February 5, 2018 By InvestmentPal Leave a Comment

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 […]

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

Financial services social media policy guidelines & business gains (infographic)

June 15, 2017 By InvestmentPal Leave a Comment

social media policy, social media guidelines

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 […]

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Filed Under: accounting social media marketing, Compliance, financial social media marketing, insurance social media marketing, perspective, Recent, ROI

Be a trusted curator of content. Review these lists of fake news sites

February 5, 2017 By InvestmentPal Leave a Comment

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 […]

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

New Year Resolutions to Grow Your Business in 2017

January 2, 2017 By InvestmentPal 1 Comment

social media resolutions - new year 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 […]

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

50 Statistics to guide your approach to Social Media in Financial Services Ecosystem [Infographic]

August 9, 2015 By InvestmentPal Leave a Comment

financial social media statistics 2015

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 […]

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

Are You Wasting Your Time with Social Media Marketing?

February 4, 2014 By InvestmentPal Guest Leave a Comment

social media platforms

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 […]

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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

Financial Social Media Statistics [Infographic] – Stepping Up & Winning Clients

December 2, 2013 By InvestmentPal Leave a Comment

financial social media statistics

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 […]

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

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