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Social Media Marketing for Financial Services Ecosystem

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Content curation – 3 ways financial professionals are differentiating

August 22, 2011 By InvestmentPal 2 Comments

content marketing financial professional

When developing a content marketing strategy, two key considerations are differentiation and time.  A strategy focused entirely on content creation results in greater differentiation but requires time.  To achieve the desired contact frequency with clients and prospects, many financial professionals are complementing content creation with content curation.  Moreover, in a 2010 Pew Internet Report, 50% […]

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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 media impact on revenue & business value – 8 statistics from financial services

July 20, 2011 By InvestmentPal 13 Comments

social media impact statistics

Started to improve customer satisfaction, Dell’s social media efforts soon led to sales of $6.5m through its Twitter account in 2009.   Many have since stepped up efforts to generate sales using social media.  Apart from brand building and client retention, can  financial service professionals use social media to win new clients and grow revenue?  Here’re 8 statistics […]

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

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

Financial advisor marketing – 30 sites to curate content from

May 26, 2011 By InvestmentPal 6 Comments

financial advisor marketing with content curation

Content curation, the selection and sharing of content, is becoming increasingly important in helping consumers get pre-filtered quality content.  Social media savvy financial planners, investment advisors and wealth managers become content curators when they select, discuss and share quality and relevant content with their clients and prospects on social media. Here’s a list of 30 […]

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

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

twitter 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

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