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 […]
financial social media marketing
51 social media savvy wealth managers who made Barron’s Top 100 in 2022
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 […]
50 social media savvy financial advisors who made Barron’s Top 100 in 2021
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 […]
Impact of Covid-19 on customer engagement for wealth managers
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 […]
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 […]
47 social media savvy wealth managers who made Barron’s Top 100 in 2020
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 […]
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 […]
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 […]
41 social media savvy advisors who 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 […]
Recurring Financial Advisors’ 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 […]