Social Media Marketing for Financial Services Ecosystem
InvestmentPal Blog
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 […]
Pinterest is a popular platform used by realtors and mortgage brokers to build brands, engage prospects and win clients. In previous posts, we featured financial advisors, accountants and tax professionals, insurance agents and brokers who have been using Pinterest to engage with prospects and clients online. In part 4 of this series of posts featuring […]
In previous posts, we discussed how has digital engagement in the wealth management and insurance industry has changed during this pandemic. In this blog, we highlight 3 statistics that show why and how realtors have both increased adoption of digital channels and use of social media to engage with clients during this time. 1. […]
InvestmentPal
In a previous post, we showed how customer engagement in the wealth management industry has changed during this pandemic. In this blog, we highlight 5 statistics that show why and how insurance agents have both increased adoption of digital tools and use of social media to engage and win clients during this time. 1. […]
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 […]
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 […]
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 […]
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 […]