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Social Media Marketing for Financial Services Ecosystem

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Insurance agent marketing – 30 sites to curate content from

April 19, 2011 By InvestmentPal 18 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

Realtor marketing – 30 sites to curate content from

April 13, 2011 By InvestmentPal 6 Comments

realtor marketing with content curation

While real estate sales are transactional, the pre-transaction nurturing and post-transaction referral generation are not. Engaging clients and prospects on social media is increasingly key to this nurturing and referral generation process.  Realtors and mortgage brokers are selecting quality articles from relevant sites, commenting on them and sharing their links.  Clients and prospects benefit from […]

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

Accountant marketing – 30 sites to curate content from

March 31, 2011 By InvestmentPal 18 Comments

accountant marketing with content curation

As part of their social media marketing activity, accounting and tax professionals are selecting quality articles from relevant sites, commenting on them and sharing their links with their networks.  Clients and prospects benefit from receiving quality and relevant content that is pre-filtered and put in context by professionals.  Here’re 30 accounting and tax sites & […]

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Filed Under: accounting social media marketing, How to, 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 for accountants – 20 savvy CPA’s & tax preparers

January 31, 2011 By InvestmentPal 16 Comments

social media savvy examples for accountants

Alongside financial planners, CPA and tax accountants deliver key services to manage their customers’ finances.  Last September, I presented “20 social media savvy financial advisors.”    What about social media for accountants ?  CPA’s and tax preparers too are leveraging social media to reach out to clients and prospects.   Here’re 20 social media savvy accounting and tax […]

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Filed Under: accounting social media marketing, Recent, Savvvy

Social media consultant – 20 marketers for financial services

December 7, 2010 By InvestmentPal 15 Comments

social-media-marketing-coach

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

Social curation -10 financial advisors curating content on social media

October 12, 2010 By InvestmentPal 2 Comments

content marketing using wall street journal

As online content grows exponentially, it gets harder to sieve out good content.  Content curation, the selection and sharing of content, is increasingly important in helping consumers get to interesting & relevant content.  Content curation is equally important to financial professionals as a core component of their content marketing.   Financial professionals become content curators when […]

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Filed Under: financial social media marketing, How to, 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

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