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Social Media Marketing for Financial Services Ecosystem

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insurance social media marketing

Social media archiving – 8 emerging solutions to watch

June 20, 2011 By InvestmentPal 3 Comments

social media archiving by arkovi

With the use of email overtaken by social networking, social media is becoming a marketing channel financial professionals can no longer ignore.  And as archiving solutions for email mature, a new category of archiving solutions is emerging to meet social media needs, be it FINRA compliance, content backup or e-discovery.  Here’re 8 emerging social media […]

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Filed Under: accounting social media marketing, Compliance, financial social media marketing, insurance social media marketing, Recent

Insurance agent marketing – 30 sites to curate content from

April 19, 2011 By InvestmentPal 22 Comments

insurance agent marketing with content curation

Increasingly, insurance agents & brokers are turning to content curation to engage clients and prospects on social media. Social media savvy agents and brokers are tracking content on sites covering auto, life, home, health & business insurance, selecting & commenting on relevant content, and sharing their links.  Clients & prospects benefit from quality & relevant content […]

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

Social media metrics for prospecting – 3 that can impact your pipeline

February 28, 2011 By InvestmentPal 1 Comment

social media metrics & levers impacting prospects & roi

In search engine marketing, practitioners tracked metrics such the number of keywords triggering search results for a site, the number of links to it and created action plans around keywords & link building.  What are the key metrics in social media marketing?  If you are using social media to attract new prospects, here’re 3 actionable […]

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Filed Under: accounting social media marketing, financial social media marketing, insurance social media marketing, Metrics, perspective, real estate social media marketing, Recent, ROI

Social media consultant – 20 marketers for financial services

December 7, 2010 By InvestmentPal 15 Comments

social media expert - Glen Gilmore

In the same way Google-Yahoo-Bing created demand for expertise in SEO marketing, Facebook-Twitter-Linkedin is creating the need for expertise in social media marketing.  Be it getting into social media for the first time, or be it the lack of time – some financial professionals are seeking the help of social media marketers to get discovered […]

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Filed Under: accounting social media marketing, financial social media marketing, How to, insurance social media marketing, real estate social media marketing, Recent, Savvvy

Linkedin prospecting – 4 steps for financial professionals

November 12, 2010 By InvestmentPal Guest Leave a Comment

linkedin prospecting in financial services

Enter “financial services” into the Linkedin member search box and it will return more than 1M results. How are financial services professionals using Linkedin to connect with potential clients? Here’re 4 steps to attract potential clients, in video.  These tutorial videos will help you locate existing clients and attract new potential prospects.  Be sure to […]

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Filed Under: accounting social media marketing, financial social media marketing, How to, insurance social media marketing, real estate social media marketing, Recent, Videos

How to use Facebook for marketing- 7 steps for financial professionals

November 3, 2010 By InvestmentPal Guest Leave a Comment

how to use Facebook for marketing from brian lee fricke

As more and more people use Facebook, it has evolved into a significant marketing tool and business information platform. More than 1.5 million organizations have a business fan page and 20 million users “Like” a fan page daily. Financial professionals are likewise turning to Facebook for client development as prospective customers increasingly use social media.  […]

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Filed Under: accounting social media marketing, financial social media marketing, How to, insurance social media marketing, real estate social media marketing, Recent

Top google searches for finance, accounting, insurance, real estate professionals

September 20, 2010 By InvestmentPal 7 Comments

top google searches for financial professional

In previous blogs, we wrote about financial professionals getting into social media & showed examples in financial planning as well as real estate.  In this blog, let’s take a look at the financial services consumer.  Who are financial service consumers looking for online? What are their top google searches when looking online for a financial […]

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Filed Under: accounting social media marketing, financial social media marketing, insurance social media marketing, real estate social media marketing, Recent, SEO

Why social media marketing – 3 reasons for financial professionals

August 31, 2010 By InvestmentPal 3 Comments

why social media marketing for financial professionals

Enter “financial services” into the Linkedin search box and you will get more than a million results. Do the same with Twitter and you are likely to get a new “financial services” tweet every minute.   Here’re three reasons why social media marketing is being used by financial professionals  to engage clients and prospects: Source: eMarketer […]

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Filed Under: accounting social media marketing, financial social media marketing, insurance social media marketing, perspective, real estate social media marketing, Recent

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