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Welcome 2021!

December 31, 2020 By InvestmentPal Leave a Comment

welcome-2021
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Filed Under: other, Recent

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

September 21, 2020 By InvestmentPal Leave a 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 […]

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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 […]

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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 […]

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

25 images representing real estate & mortgage terms

December 20, 2019 By InvestmentPal Leave a Comment

dream home

This is the fourth in a series of posts on the use of visual marketing by professionals to engage clients and prospects on social media.  With user-friendly tools such as Canva, Crello, Adobe Spark, and Stencil, it is increasing easy to create relevant and appealing images – be it in the area of finance, insurance, accounting, […]

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

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 […]

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

25 images representing key accounting and tax terms

July 22, 2019 By InvestmentPal Leave a Comment

budgeting

In this post, we continue to show how visual images can be used by professionals to engage clients and prospects on social media – something made easier with tools such as Canva, Crello, Adobe Spark, and Stencil.  Our previous posts had featured images representing financial and insurance topics.  In this post, we select 25 visually appealing […]

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

4 Ways to Add Value When Sharing an Accounting Article

May 16, 2019 By InvestmentPal Leave a Comment

cpa accounting commentray

The world of accounting is ever-changing. In fact, there are so many tax laws that new ones are often released even after the first wave of taxpayers have filed returns. Obviously, that creates a lot of uncertainty and confusion for your clients. While you aim to provide the best information as promptly as possible, it’s […]

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

5 ways to add real value when sharing insurance articles

March 11, 2019 By InvestmentPal Leave a Comment

value add when sharing insurance articles

The insurance industry has changed dramatically over the past couple decades. Insurance buyers have changed too, and they’re looking beyond getting the lowest price. They want to do business with companies that share their values. They want a better buying experience that includes social media, mobile convenience, and personalized choices. And they want to be […]

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

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 […]

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

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Archives

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

dream home

25 images representing real estate & mortgage terms

December 20, 2019

41 social media financial advisors made barron's top 100 in 2019

41 social media savvy advisors who made Barron’s Top 100 in 2019

September 30, 2019

budgeting

25 images representing key accounting and tax terms

July 22, 2019

cpa accounting commentray

4 Ways to Add Value When Sharing an Accounting Article

May 16, 2019

value add when sharing insurance articles

5 ways to add real value when sharing insurance articles

March 11, 2019

financial advisor new year resolutions

Recurring Financial Advisors’ New Year Resolutions

January 2, 2019

real estate marketing

How to craft engaging commentaries on a real estate article you share

November 16, 2018

33 social media savvy advisors who made Barron’s Top 100 in 2018

September 24, 2018

Different ways to craft engaging commentaries on a finance article you share – Examples from a writing expert

August 31, 2018

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