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51 social media savvy wealth managers who made Barron’s Top 100 in 2022

September 26, 2022 By InvestmentPal Leave a Comment

social media savvy barrons 100

For many, 2022 marks the beginning of the return to life before Covid. Over the last 3 years, financial advisors have adjusted how they engaged their clients and prospects.  In this post, we identify 51 social media savvy financial advisors who made Barron’s list of Top 100 Independent Advisors for 2022.  Congratulations to the 51 […]

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Filed Under: financial social media marketing, Recent, ROI, Savvvy

25 Pinterest Savvy Realtors and Mortgage Professionals

June 1, 2022 By InvestmentPal Leave a Comment

Pinterest savvy realtors

Pinterest is a popular platform used by realtors and mortgage brokers to build brands, engage prospects and win clients.  In previous posts, we featured financial advisors, accountants and tax professionals, insurance agents and brokers who have been using Pinterest to engage with prospects and clients online.   In part 4 of this series of posts featuring […]

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Filed Under: How to, real estate social media marketing, Recent, Savvvy

50 social media savvy financial advisors who made Barron’s Top 100 in 2021

September 19, 2021 By InvestmentPal Leave a Comment

social media savvy wealth managers barrons top 100

Last year, we have seen an increase in the use of digital tools by financial advisors to engage clients and prospects.  Last week, Barron’s published its list of Top 100 Independent Advisors for 2021 – an elite group of advisors selected based on volume and quality of their practices.  This year, we continue see an […]

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

25 Pinterest Savvy Insurance Professionals

April 5, 2021 By InvestmentPal Leave a Comment

25 Pinterest Savvy Insurance Professionals

In Q1 2021, the number of Pinterest users exceeded 450M.   In previous post, we featured financial advisors, accountants and tax professionals who have been using Pinterest to engage with prospects and clients online.   In part 3 of this series of posts featuring Pinterest-savvy professionals, we feature 2https:/blog.investmentpal.com/Pinterest-savvy-accountants-tax-professionals5 insurance agents and brokers who have shown savvy […]

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

47 social media savvy wealth managers who made Barron’s Top 100 in 2020

September 21, 2020 By InvestmentPal 1 Comment

Every year in September, Barron’s publishes a list of Top 100 Independent Advisors – an elite group of advisors selected based on volume and quality of their practices.  As with previous years, we saw an increase in the number of social media savvy advisors who made this exclusive list.  This year, we identified 47 social […]

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

25 Pinterest Savvy Accounting and Tax Professionals

July 16, 2020 By InvestmentPal Leave a Comment

25 Pinterest Savvy Accounting and Tax Professionals

Accountants and tax consultants have been one of the most effective professionals leveraging Pinterest to engage with prospects and clients.   In the previous post, we featured 25 Pinterest savvy financial advisors.  In this post, we feature 25 Pinterest savvy accounting and tax professionals with an average of 1000+ followers and an average of 50,000 monthly […]

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

25 Pinterest-Savvy Financial advisors

February 4, 2020 By InvestmentPal Leave a Comment

25 Pinterest Savvy Financial advisors

Shortly after its IPO in April 2019, the number of monthly users on Pinterest exceeded 300M, representing a 30% increase compared to the same period in 2018.  The number of financial professionals engaging with clients of prospects on Pinterest has similarly increased.  In previous posts, we featured financial professionals who are savvy with online engagement […]

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

41 social media savvy advisors who made Barron’s Top 100 in 2019

September 30, 2019 By InvestmentPal Leave a Comment

41 social media financial advisors made barron's top 100 in 2019

This month, long awaited Barron’s Top 100 Independent Advisors was published – recognizing top performing wealth managers for both the quality and size of their practices in 2019.   In this post, we present 41 social media savvy financial advisors who made this prestigious list. Congratulations!   1 Richard Saperstein @ Treasury Partners linkedin.com/in/richardsaperstein1 twitter.com/@treaspart facebook.com/treasurypartners […]

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

33 social media savvy advisors who made Barron’s Top 100 in 2018

September 24, 2018 By InvestmentPal Leave a Comment

This month, Barron’s published its elite list of Top 100 Independent Advisors.   This annual ranking reflects the volume of assets overseen, quality of the advisors’ practices and revenues generated.  In this post, we identify 33 social media savvy financial advisors who made this prestigious list in 2018. Congratulations to these financial advisors for their social […]

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Filed Under: accounting social media marketing, financial social media marketing, How to, Recent, ROI, Savvvy

25 insurance images representing key insurance topics and terms

June 20, 2018 By InvestmentPal Leave a Comment

art insurance

In the previous post, we featured 25 financial visual images representing key wealth management topics.  By combining visual appeal with topic relevance, images can be an effective way to engage clients and prospects on social media.  Today, visually appealing images can be created easily with tools such as Canva, Crello, Adobe Spark, and Stencil.  In […]

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Filed Under: How to, insurance social media marketing, Recent, Savvvy

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