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

Social Media Marketing for Financial Services Ecosystem

InvestmentPal Blog

Investmentpal beta

financial social media marketing

Finance RSS feeds to follow from 30 sites

December 8, 2022 By InvestmentPal Leave a Comment

Finance RSS feeds to follow

RSS (Really Simple Syndication) feeds offer readers an easy way to receive content updates from news and blogs sites.  According to the Internet technology usage statistics compiled by BuiltWith, there are more than 30M live sites that uses RSS in 2022, compared to 20M in 2015.  Readers can receive updates of the latest post by […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

Filed Under: financial social media marketing, Recent, ROI, 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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

Impact of Covid-19 on customer engagement for wealth managers

July 26, 2021 By InvestmentPal Leave a Comment

financial advisor search google trend

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

Barron's Top 100 social media 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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

Recurring Financial Advisors’ New Year Resolutions

January 2, 2019 By InvestmentPal Leave a Comment

financial advisor new year resolutions

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 […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Interim pages omitted …
  • Go to page 10
  • Go to Next Page »

Primary Sidebar

Join 40,000+ of your peers

  • Facebook
  • LinkedIn
  • Pinterest
  • Twitter

Click to follow

Search

Archives

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

Impact of Covid-19 on customer engagement for insurance agents

November 12, 2021

social media savvy wealth managers barrons top 100

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

September 19, 2021

financial advisor search google trend

Impact of Covid-19 on customer engagement for wealth managers

July 26, 2021

25 Pinterest Savvy Insurance Professionals

25 Pinterest Savvy Insurance Professionals

April 5, 2021

welcome-2021

Welcome 2021!

December 31, 2020

Barron's Top 100 social media savvy

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

September 21, 2020

25 Pinterest Savvy Accounting and Tax Professionals

25 Pinterest Savvy Accounting and Tax Professionals

July 16, 2020

25 Pinterest Savvy Financial advisors

25 Pinterest-Savvy Financial advisors

February 4, 2020

>>

&nbsp&nbsp Terms&nbsp&nbsp Privacy&nbsp&nbsp

© 2023 InvestmentPal