Every year in September, Barron’s publishes a list of Top 100 Independent Advisors – an elite group of advisors selected based on volume and quality of their practices. As with previous years, we saw an increase in the number of social media savvy advisors who made this exclusive list. This year, we identified 47 social […]
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25 Pinterest Savvy Accounting and Tax Professionals
Accountants and tax consultants have been one of the most effective professionals leveraging Pinterest to engage with prospects and clients. In the previous post, we featured 25 Pinterest savvy financial advisors. In this post, we feature 25 Pinterest savvy accounting and tax professionals with an average of 1000+ followers and an average of 50,000 monthly […]
25 Pinterest-Savvy Financial advisors
Shortly after its IPO in April 2019, the number of monthly users on Pinterest exceeded 300M, representing a 30% increase compared to the same period in 2018. The number of financial professionals engaging with clients of prospects on Pinterest has similarly increased. In previous posts, we featured financial professionals who are savvy with online engagement […]
25 images representing real estate & mortgage terms
This is the fourth in a series of posts on the use of visual marketing by professionals to engage clients and prospects on social media. With user-friendly tools such as Canva, Crello, Adobe Spark, and Stencil, it is increasing easy to create relevant and appealing images – be it in the area of finance, insurance, accounting, […]
41 social media savvy advisors who made Barron’s Top 100 in 2019
This month, long awaited Barron’s Top 100 Independent Advisors was published – recognizing top performing wealth managers for both the quality and size of their practices in 2019. In this post, we present 41 social media savvy financial advisors who made this prestigious list. Congratulations! 1 Richard Saperstein @ Treasury Partners linkedin.com/in/richardsaperstein1 twitter.com/@treaspart facebook.com/treasurypartners […]
25 images representing key accounting and tax terms
In this post, we continue to show how visual images can be used by professionals to engage clients and prospects on social media – something made easier with tools such as Canva, Crello, Adobe Spark, and Stencil. Our previous posts had featured images representing financial and insurance topics. In this post, we select 25 visually appealing […]
4 Ways to Add Value When Sharing an Accounting Article
The world of accounting is ever-changing. In fact, there are so many tax laws that new ones are often released even after the first wave of taxpayers have filed returns. Obviously, that creates a lot of uncertainty and confusion for your clients. While you aim to provide the best information as promptly as possible, it’s […]
5 ways to add real value when sharing insurance articles
The insurance industry has changed dramatically over the past couple decades. Insurance buyers have changed too, and they’re looking beyond getting the lowest price. They want to do business with companies that share their values. They want a better buying experience that includes social media, mobile convenience, and personalized choices. And they want to be […]
Recurring Financial Advisors’ New Year Resolutions
For 3 years running, increasing digital marketing channels has been a New Year Resolution for financial advisors. Over the years, SEI has been conducting surveys of financial advisors to understand what are their top priorities in enhancing their practices and serving their clients. In this post, we identify 5 recurring new years goals and resolutions […]
How to craft engaging commentaries on a real estate article you share
As in financial services marketing, content sharing on social media has become key to engaging clients and prospects in real estate. How can real estate professionals craft effective commentaries on articles they share online? In this post, we invite Lisa Logan, a real estate writer, to illustrate different ways a real estate agent or mortgage […]