Social Media Marketing for Financial Services Ecosystem
InvestmentPal Blog
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 […]
Covid-19 has changed how we work and how we communicate with our friends, colleagues and clients. How has customer engagement in the wealth management industry changed during this pandemic? This blog highlights 5 statistics to show why and how wealth managers have increased digital adoption and accelerated use of social media to engage with clients […]
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 […]
For 3 years running, increasing digital marketing channels has been a New Year Resolution for financial advisors. Over the years, SEI has been conducting surveys of financial advisors to understand what are their top priorities in enhancing their practices and serving their clients. In this post, we identify 5 recurring new years goals and resolutions […]
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 […]
Content sharing on social media has become key to engaging clients and prospects for financial advisors and wealth managers. More than providing value of content curation by picking out quality articles, financial professionals can add value by crafting an introduction to the shared article that helps readers make sense of an article or get to […]