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15 engaging Linkedin group posts on financial services marketing

June 2, 2014 By InvestmentPal 7 Comments

Roy West

Enter “marketing for financial services” in Linkedin’s search box and it will return more than 200 Linkedin groups related to the topic.   Linkedin groups such as these can offer an easy way to learn, share and discuss financial services marketing with industry peers and marketing professionals. Discussion topics may include marketing strategy, tips, compliance, […]

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

Pinterest marketing – 15 wealth management, insurance, accounting pins

April 2, 2014 By InvestmentPal 2 Comments

Pinterest marketing

The number of online adults using Pinterest has surpassed that of Twitter, based on a Pew Research Center report published on December 30 2013.   And according to Econsultancy (2013) , 28.1% of Pinterest users have annual household income exceeding $100,000.  In a short span of a few years, Pinterest has become a visual marketing tool financial services professionals can […]

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

100 social media savvy early adopters in financial services ecosystem

September 28, 2012 By InvestmentPal 14 Comments

social media savvy examples

According to a Bain & Company report, “early adopters are gaining real economic value from their investments in social media”.  As early as 2009, Dell, a retail social media early adopter, reported sales of $6.5M through its Twitter account.  In financial services, over the last year, multi-million dollar account wins by social media savvy financial […]

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

Insurance social media – 15 savvy agents & brokers

September 19, 2011 By InvestmentPal 55 Comments

insurance social media savvy examples

Over the last year, I have presented social media savvy professionals in accounting, financial planning and real estate.  Professionals on insurance social media are showing equal savvy.  Here’re 15 social media savvy insurance agents & brokers who’re using blogs, Twitter, Facebook, Linkedin and Youtube to build their brands, retain clients and win prospects.  Look at […]

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Filed Under: insurance social media marketing, Recent, Savvvy

Social media for accountants – 20 savvy CPA’s & tax preparers

January 31, 2011 By InvestmentPal 16 Comments

social media savvy examples for accountants

Alongside financial planners, CPA and tax accountants deliver key services to manage their customers’ finances.  Last September, I presented “20 social media savvy financial advisors.”    What about social media for accountants ?  CPA’s and tax preparers too are leveraging social media to reach out to clients and prospects.   Here’re 20 social media savvy accounting and tax […]

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Filed Under: accounting social media marketing, Recent, Savvvy

Social media consultant – 20 marketers for financial services

December 7, 2010 By InvestmentPal 15 Comments

twitter coach

In the same way Google-Yahoo-Bing created demand for expertise in SEO marketing, Facebook-Twitter-Linkedin is creating the need for expertise in social media marketing.  Be it getting into social media for the first time, or be it the lack of time – some financial professionals are seeking the help of social media marketers to get discovered […]

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

Real estate social media – 15 savvy realtors & brokers

September 7, 2010 By InvestmentPal 10 Comments

real estate social media savvy examples

In my previous blogs, I wrote about “3 reasons financial professionals are getting into social media” & presented “20 social media savvy financial advisors”.   Here’re 15 social media savvy realtors and brokers who are also blogging, twittering, connecting on Linkedin and posting on Facebook.  Again, look closely at how they are engaging clients and prospects […]

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

Financial social media – 20 savvy advisors, planners, wealth managers

September 3, 2010 By InvestmentPal 26 Comments

financial social media savvy examples

In my last blog, I wrote about “3 reasons financial professionals are getting into social media” Here’re 20 social media savvy financial advisors, CFP’s, investment advisors and wealth managers who are blogging, twittering, connecting on Linkedin, and posting on Facebook.  Look closely at the URL’s and profiles to see how they are branding themselves on […]

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Filed Under: financial social media marketing, Recent, Savvvy

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