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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Social media archiving – 8 emerging solutions to watch
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 […]
Financial advisor marketing – 30 sites to curate content from
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 […]
Insurance agent marketing – 30 sites to curate content from
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 […]
Realtor marketing – 30 sites to curate content from
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 […]
Accountant marketing – 30 sites to curate content from
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 & […]
Social media metrics for prospecting – 3 that can impact your pipeline
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 […]
Social media for accountants – 20 savvy CPA’s & tax preparers
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 […]
Social media consultant – 20 marketers for financial services
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 […]
Linkedin prospecting – 4 steps for financial professionals
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 […]