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Social Media Marketing for Financial Services Ecosystem

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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

Real estate social media – 15 savvy realtors & brokers

September 7, 2010 By InvestmentPal 10 Comments

real estate social media savvy examples

In my previous blogs, I wrote about “3 reasons financial professionals are getting into social media” & presented “20 social media savvy financial advisors”.   Here’re 15 social media savvy realtors and brokers who are also blogging, twittering, connecting on Linkedin and posting on Facebook.  Again, look closely at how they are engaging clients and prospects […]

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Filed Under: real estate social media marketing, Recent, Savvvy

Financial social media – 20 savvy advisors, planners, wealth managers

September 3, 2010 By InvestmentPal 26 Comments

financial social media savvy examples

In my last blog, I wrote about “3 reasons financial professionals are getting into social media” Here’re 20 social media savvy financial advisors, CFP’s, investment advisors and wealth managers who are blogging, twittering, connecting on Linkedin, and posting on Facebook.  Look closely at the URL’s and profiles to see how they are branding themselves on […]

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Filed Under: financial social media marketing, Recent, Savvvy

Why social media marketing – 3 reasons for financial professionals

August 31, 2010 By InvestmentPal 3 Comments

why social media marketing for financial professionals

Enter “financial services” into the Linkedin search box and you will get more than a million results. Do the same with Twitter and you are likely to get a new “financial services” tweet every minute.   Here’re three reasons why social media marketing is being used by financial professionals  to engage clients and prospects: Source: eMarketer […]

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

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