Social Media Marketing for Financial Services Ecosystem
InvestmentPal Blog
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]