• Skip to main content
  • Skip to primary sidebar
  • Blog
  • About
  • InvestmentPal.com

Social Media Marketing for Financial Services Ecosystem

InvestmentPal Blog

Investmentpal beta

Savvvy

30 social media savvy advisors who made Barron’s Top 100 in 2017

October 3, 2017 By InvestmentPal 1 Comment

In September, Barron’s published its annual list of Top 100 Independent Advisors – an elite group of advisors selected based on volume and quality of their practices.  As with last year, we witnessed an increase in the number of social media savvy advisors who made it to this prestigious list.  This year, we identified 30 […]

Filed Under: accounting social media marketing, financial social media marketing, insurance social media marketing, Recent, Savvvy

Part 5 (Real Estate) – 15 bloggers with (search engine) authority on key real estate and mortgage terms & topics

March 23, 2017 By InvestmentPal Leave a Comment

Good content can help showcase expertise in your profession and build relationships with your clients and prospects.  Commenting on relevant articles and sharing those commentaries can help create engaging content for your clients and prospects online. In this post, we highlight 15 “authoritative” bloggers on the subject of real estate and mortgage in the final […]

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

Part 3 (Insurance) – 12 bloggers with (search engine) authority on key insurance terms & topics

October 21, 2016 By InvestmentPal Leave a Comment

insurance terms

After acknowledging social media savvy advisors who made Barrons Top 100 in our last post, we return to our series of posts identifying “authoritative” bloggers in the financial services ecosystem.  By commenting on interesting blog pieces from authoritative bloggers and sharing those commentaries, professionals can generate useful content and engagement online. In this post, we […]

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

20 social media savvy advisors who made Barron’s Top 100 in 2016

September 7, 2016 By InvestmentPal Leave a Comment

barrons top 100 social media savvy

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 […]

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

Part 2 (Tax) – 12 bloggers with search engine authority on key tax terms & topics

August 10, 2016 By InvestmentPal 1 Comment

tax terms

This is part 2 of a series of posts identifying “authoritative” bloggers on key terms in financial services.   Previously, we identified 15 bloggers with (search engine) authority on key wealth management terms.  In this post, we present 12 bloggers who have demonstrated search engine authority on multiple key tax-related terms.  In order to ascertain subject […]

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

15 bloggers with (search engine) authority on key financial planning terms

July 7, 2016 By InvestmentPal Leave a Comment

financial planning terms

Content marketing can help you demonstrate your domain expertise and build relationships with clients and prospects.  In a previous post, we listed 30 financial advisory content sites with relevant articles financial advisors can select from, and comment on.  By commenting on interesting articles and sharing those commentaries on social media, you can generate useful content […]

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

Commenting as a social media engagement strategy – 10 savvy examples

September 14, 2015 By InvestmentPal 5 Comments

social media commenting

Effective social media marketing requires regular engagement with clients and prospects.  Time-pressed professionals face the challenge of generating engaging content at desired frequencies.  To overcome this, one marketing strategy these professionals can adopt is commenting.  Thoughtful comments on relevant online articles enable professionals to articulate their unique perspectives on timely topics – within minutes.  Professionals can craft comments to articulate […]

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

How to triple your content’s social media reach

December 2, 2014 By InvestmentPal Leave a Comment

social media reach

Just as prospects can be found in different social groups offline, they can be discovered in different social networks online. As of now, there are about 280 million monthly active users on Twitter, 330 million registered members on Linkedin, and 860 million daily active users on Facebook.  On each of these social networks, clients have been won by […]

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

7 sources of curated content posted on Linkedin updates

November 10, 2014 By InvestmentPal Leave a Comment

Kirk Bostrom, Portfolio Manager > CNBC News

Are you using your Linkedin updates to engage business associates, clients and prospects with curated content?  Linkedin’s update feature enables you to share a link to an online article, and your commentary on the article, with people who are connected to you.   In addition to becoming a curator of quality content to your network, you […]

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

10 social media savvy independent advisors who made Barron’s Top 100 List

September 9, 2014 By InvestmentPal 2 Comments

Kevin Myeroff | NCA Financial Planners

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 […]

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

  • « Go to Previous Page
  • Page 1
  • Page 2
  • Page 3
  • Go to Next Page »

Primary Sidebar

Join 40,000+ of your peers

  • Facebook
  • LinkedIn
  • Pinterest
  • Twitter

Click to follow

Search

Archives

real estate mortgage Podcasts rss

Real estate and mortgage podcast RSS feeds to follow from 20 sites

November 5, 2025

real estate mortgage rss

Real estate and mortgage RSS feeds to follow from 25 sites

June 4, 2025

Accounting & tax Podcasts rss

Accounting and Tax Podcast RSS feed urls to follow from 25 sites

December 12, 2024

35 tax accounting RSS feeds

Accounting and tax RSS feeds to follow from 25 sites

July 1, 2024

insurance Podcasts rss

Insurance Podcast RSS feed urls to follow from 30 sites

March 7, 2024

Insurance RSS feeds

Insurance RSS feeds to follow from 30 sites 

October 5, 2023

Finance and real estate Youtube Playlists

Financial services & real estate Youtube playlists to follow from 40 channels

July 24, 2023

financial planning podcasts

Finance Podcast RSS feed urls to follow from 30 sites

April 27, 2023

Finance RSS feeds to follow

Finance RSS feeds to follow from 30 sites

December 8, 2022

social media savvy barrons 100

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

September 26, 2022

Pinterest savvy realtors

25 Pinterest Savvy Realtors and Mortgage Professionals

June 1, 2022

real estate covid

Impact of Covid-19 on customer engagement for realtors

April 4, 2022

happy 2022

Wishing you a Happy 2022!

January 2, 2022

>>

Copyright © 2025