As a financial advisor, insurance agent, tax consultant or realtor, it is important to know your target customer segments and know where to find them. The number of financial professionals prospecting on Linkedin, Facebook and Twitter has been increasing over the years. One reason for this is the growth of overall user numbers on these […]
ROI
20 social media savvy advisors who made Barron’s Top 100 in 2016
Last month, Barron’s released its much awaited list of Top 100 Independent Advisors – selected based on factors including volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Today, we want to recognize 20 social media savvy advisors who made this Barron’s […]
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 […]
10 social media savvy independent advisors who made Barron’s Top 100 List
Previously, this blog had highlighted success stories & statistics of financial planners gaining new clients on Facebook, Twitter & Linkedin. In this post, we identify 10 social media savvy independent advisors who made it to Barron’s recently announced Top 100 Independent Advisors List. Financial advisors on Barron’s Top 100 list are selected based on factors including assets, revenues and quality. On […]
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 […]
How much does it cost to draw a potential prospect to your site?
The cost to send a visitor to your site is an important metric needed to compute marketing ROI. For paid search such as the use of Google Adwords, this cost is simply what you are billed each time your Google ad is clicked during a search query. For visits to your site through social media […]
10 social media success stories on how new clients were won
Last year, this blog published an article on the “social media impact on revenue” – presenting 8 statistics from various sources which linked social media activity to client acquisition and revenue growth in financial services. What are the stories, who are the people behind those statistics? Here’re 10 social media success stories of professionals in […]
Social media impact on revenue & business value – 8 statistics from financial services
Started to improve customer satisfaction, Dell’s social media efforts soon led to sales of $6.5m through its Twitter account in 2009. Many have since stepped up efforts to generate sales using social media. Apart from brand building and client retention, can financial service professionals use social media to win new clients and grow revenue? Here’re 8 statistics […]
Social media metrics for prospecting – 3 that can impact your pipeline
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 […]