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Social Media Marketing for Financial Services Ecosystem

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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

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

The Yin & Yang of Inbound Marketing [Infographic]

October 30, 2012 By InvestmentPal 4 Comments

social media marketing & search engine marketing

A key concept in Daoist philosophy, “Yin and Yang” (“shadow and light”) describes forces that are opposites, yet complementary. Social media and search can be described as the Yin and Yang of inbound marketing.  They are opposites – while social media is powered by people conversations, search engines are powered by machine algorithms.  Yet they are complementary- […]

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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

Social search doubles importance of social media marketing

May 21, 2012 By InvestmentPal Leave a Comment

new Google social search

Socialization of search: In December 2010, Matt Cutts from Google confirmed the use of social signals in Google search rankings.  A year later (January 2012), Google introduced “Search, plus Your World”, where search results include relevant Google Plus posts and links shared by the user’s friends. Then on May 10 2012, Bing introduced a new […]

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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, SEO

Email vs social media compliance & adoption timelines

March 26, 2012 By InvestmentPal 3 Comments

These are eventful years for financial services social media.  In 2010, FINRA 10-06, a key guide on social media compliance, was issued.  The following year, Morgan Stanley allowed its brokers to use social networking sites.  Facebook now has a billion users.  How will the interplay of consumer adoption, regulatory compliance , and business marketing needs  […]

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

Complementary professional networking can enhance social media reach

February 21, 2012 By InvestmentPal Leave a Comment

Professional networking among financial advisors, planners, wealth managers, CPA accountants, tax preparers, insurance agents & brokers, realtors, mortgage brokers

Social media enables you to reach the networks of your immediate network (“friends of friends”) when content you create or curate is shared, liked or replied to.  The mix of online connections in your immediate network can impact your ultimate social media reach.  In addition to having clients, colleagues, friends and family in your online […]

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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

Social media metrics for prospecting – 3 that can impact your pipeline

February 28, 2011 By InvestmentPal 1 Comment

social media metrics & levers impacting prospects & roi

In search engine marketing, practitioners tracked metrics such the number of keywords triggering search results for a site, the number of links to it and created action plans around keywords & link building.  What are the key metrics in social media marketing?  If you are using social media to attract new prospects, here’re 3 actionable […]

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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

Why social media marketing – 3 reasons for financial professionals

August 31, 2010 By InvestmentPal 3 Comments

why social media marketing for financial professionals

Enter “financial services” into the Linkedin search box and you will get more than a million results. Do the same with Twitter and you are likely to get a new “financial services” tweet every minute.   Here’re three reasons why social media marketing is being used by financial professionals  to engage clients and prospects: Source: eMarketer […]

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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

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