• Skip to content
  • Skip to primary sidebar
  • Blog
  • About
  • InvestmentPal.com

Social Media Marketing for Financial Services Ecosystem

InvestmentPal Blog

Recent

Financial services social media policy guidelines & business gains (infographic)

June 15, 2017 By InvestmentPal Leave a Comment

social media policy, social media guidelines

Can a social media policy or guideline have an impact on growth of your financial advisory business?  To answer this question, we looked at surveys on financial advisors conducted by American Century Investments over a 3-year period.  Here are some findings that suggest a positive bottom-line impact of getting a social media policy in place […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

Filed Under: accounting social media marketing, Compliance, financial social media marketing, insurance social media marketing, perspective, Recent, ROI

Looking for new clients? An update on social media demographics (infographics)

April 22, 2017 By InvestmentPal Leave a Comment

As a financial advisor, insurance agent, tax consultant or realtor, it is important to know your target customer segments and know where to find them.  The number of financial professionals prospecting on Linkedin, Facebook and Twitter has been increasing over the years.  One reason for this is the growth of overall user numbers on these […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

Part 5 (Real Estate) – 15 bloggers with (search engine) authority on key real estate and mortgage terms & topics

March 23, 2017 By InvestmentPal Leave a Comment

Good content can help showcase expertise in your profession and build relationships with your clients and prospects.  Commenting on relevant articles and sharing those commentaries can help create engaging content for your clients and prospects online. In this post, we highlight 15 “authoritative” bloggers on the subject of real estate and mortgage in the final […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

Be a trusted curator of content. Review these lists of fake news sites

February 5, 2017 By InvestmentPal Leave a Comment

fake news sites

Fake news is not new.  In 1835, the New York Sun reported the discovery of batlike creatures on the moon, leading to record sales of the paper at 19,000 copies daily. “Lunar animals and other objects Discovered by Sir John Herschel in his observatory at the Cape of Good Hope and copied from sketches in […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

New Year Resolutions to Grow Your Business in 2017

January 2, 2017 By InvestmentPal 1 Comment

social media resolutions - new year 2017

In the “Financial Professionals Social Media Adoption Study” conducted by American Century Investments, 43% of financial professionals attributed a return on investment to social media use, with the top 3 social media platforms being Facebook, LinkedIn and Twitter.   As we begin the new year, is social media part of your plan to grow your business […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

Happy holidays!

December 21, 2016 By InvestmentPal Leave a Comment

Merry christmas

from InvestmentPal

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

Part 4 (Accounting) – 12 bloggers with (search engine) authority on key accounting terms & topics

November 28, 2016 By InvestmentPal Leave a Comment

accounting seo

In part 4 of our series of posts identifying “authoritative” bloggers on the financial services ecosystem, we identify twelve bloggers with (search engine) authority on key accounting terms.  To assess subject matter “authority”, we look at bloggers who have achieved Google Page 1 ranking under “blog searches” using popular accounting search terms. Sara White (editor […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

Filed Under: accounting social media marketing, How to, Recent, SEO

Part 3 (Insurance) – 12 bloggers with (search engine) authority on key insurance terms & topics

October 21, 2016 By InvestmentPal Leave a Comment

insurance terms

After acknowledging social media savvy advisors who made Barrons Top 100 in our last post, we return to our series of posts identifying “authoritative” bloggers in the financial services ecosystem.  By commenting on interesting blog pieces from authoritative bloggers and sharing those commentaries, professionals can generate useful content and engagement online. In this post, we […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

Filed Under: How to, insurance social media marketing, Recent, Savvvy, SEO

20 social media savvy advisors who made Barron’s Top 100 in 2016

September 7, 2016 By InvestmentPal Leave a Comment

barrons top 100 social media savvy

Last month, Barron’s released its much awaited list of Top 100 Independent Advisors – selected based on factors including volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Today, we want to recognize 20 social media savvy advisors who made this Barron’s […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

Part 2 (Tax) – 12 bloggers with search engine authority on key tax terms & topics

August 10, 2016 By InvestmentPal 1 Comment

tax terms

This is part 2 of a series of posts identifying “authoritative” bloggers on key terms in financial services.   Previously, we identified 15 bloggers with (search engine) authority on key wealth management terms.  In this post, we present 12 bloggers who have demonstrated search engine authority on multiple key tax-related terms.  In order to ascertain subject […]

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

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

  • « Previous Page
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • …
  • Page 10
  • Next Page »

Primary Sidebar

Join 35,000+ of your peers

  • Facebook
  • Google+
  • LinkedIn
  • Pinterest
  • Twitter

Click to follow

Contact Us

team {at} investmentpal {dot} com

Search

Recent

financial advisor new year resolutions

Recurring Financial Advisors’ New Year Resolutions

January 2, 2019

real estate marketing

How to craft engaging commentaries on a real estate article you share

November 16, 2018

33 social media savvy advisors who made Barron’s Top 100 in 2018

September 24, 2018

Different ways to craft engaging commentaries on a finance article you share – Examples from a writing expert

August 31, 2018

art insurance

25 insurance images representing key insurance topics and terms

June 20, 2018

25 finance images representing key financial advisory keywords

April 16, 2018

Financial advisors on all 3 major social networks see greatest gains (infographic)

February 5, 2018

merry christmas

Wishing you and your family a wonderful holiday!

December 22, 2017

30 social media savvy advisors who made Barron’s Top 100 in 2017

October 3, 2017

>>

   Terms   Privacy  

© 2019 InvestmentPal