Can a social media policy or guideline have an impact on growth of your financial advisory business? To answer this question, we looked at surveys on financial advisors conducted by American Century Investments over a 3-year period. Here are some findings that suggest a positive bottom-line impact of getting a social media policy in place […]
financial social media marketing
Looking for new clients? An update on social media demographics (infographics)
As a financial advisor, insurance agent, tax consultant or realtor, it is important to know your target customer segments and know where to find them. The number of financial professionals prospecting on Linkedin, Facebook and Twitter has been increasing over the years. One reason for this is the growth of overall user numbers on these […]
Be a trusted curator of content. Review these lists of fake news sites
Fake news is not new. In 1835, the New York Sun reported the discovery of batlike creatures on the moon, leading to record sales of the paper at 19,000 copies daily. “Lunar animals and other objects Discovered by Sir John Herschel in his observatory at the Cape of Good Hope and copied from sketches in […]
New Year Resolutions to Grow Your Business in 2017
In the “Financial Professionals Social Media Adoption Study” conducted by American Century Investments, 43% of financial professionals attributed a return on investment to social media use, with the top 3 social media platforms being Facebook, LinkedIn and Twitter. As we begin the new year, is social media part of your plan to grow your business […]
Happy holidays!
from InvestmentPal
20 social media savvy advisors who made Barron’s Top 100 in 2016
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 […]
Part 2 (Tax) – 12 bloggers with search engine authority on key tax terms & topics
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 […]
15 bloggers with (search engine) authority on key 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 […]
Google guidelines on how to grade your web page quality
When returning search results for a given query, Google tries to present the most relevant and highest quality web pages. A high quality web page can improve the search rankings of your page and help attract potential prospects to you via Google and other search engines. How does Google assess the quality of your web […]
Part 5: 100 frequently Googled real estate topics and mortgage terms (Infographic)
This is the fifth and last in this series of posts on content topics which professionals can use to engage prospects and clients online. In the previous 4 posts, we listed topics in the areas of wealth management, tax planning, insurance and accounting. In this post, we present 100 frequently googled real estate and mortgage terms which represent a monthly […]