Social Media Marketing for Financial Services Ecosystem
InvestmentPal Blog
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]