According to surveys conducted by American Century Investments, financial advisory firms with a formal social media policy or guidelines increased from 60% to 74% from 2012 to 2015. Over the same period, advisors reported reduced regulatory concerns, greater social media participation and consequently increased gains from social media. Is the absence of a social media […]
insurance social media marketing
Financial services social media policy guidelines & business gains (infographic)
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 […]
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
Part 3 (Insurance) – 12 bloggers with (search engine) authority on key insurance terms & topics
After acknowledging social media savvy advisors who made Barrons Top 100 in our last post, we return to our series of posts identifying “authoritative” bloggers in the financial services ecosystem. By commenting on interesting blog pieces from authoritative bloggers and sharing those commentaries, professionals can generate useful content and engagement online. In this post, we […]
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 3: 100 frequently googled insurance topics & terms (Infographic)
This is Part 3 of a series of posts which present relevant content topics that can be used to engage your clients and prospects. In the previous 2 posts, we focused on wealth management and tax planning. In this post, we identify 100 insurance topics and terms frequently searched on Google, which can be used […]
100 financial planning topics & terms frequently Googled (Infographic)
To effectively engage clients and prospects online, it is important for you to generate relevant content which interest them. One way to discover financial planning topics that are of interest to clients and potential prospects is to know what they are searching for on Google. Where relevant to your clients and target prospects, these search […]