Social Media Marketing for Financial Services Ecosystem
InvestmentPal Blog
Content sharing on social media has become key to engaging clients and prospects for financial advisors and wealth managers. More than providing value of content curation by picking out quality articles, financial professionals can add value by crafting an introduction to the shared article that helps readers make sense of an article or get to […]
In the previous post, we featured 25 financial visual images representing key wealth management topics. By combining visual appeal with topic relevance, images can be an effective way to engage clients and prospects on social media. Today, visually appealing images can be created easily with tools such as Canva, Crello, Adobe Spark, and Stencil. In […]
The use of visual images is an effective way to engage clients and prospects on social media. Today, there are many user friendly online tools such as Canva, Crello, Adobe Spark, Stencil that can be used to create attractive visuals. But to be effective, visuals must not only be appealing but they must also represent […]
While many financial advisors are now on social media where their clients and prospects are, one question asked is “how many platforms should they be on?” Relying on data from surveys conducted by Putnam Investments, we looked at the growth in business use of the 3 major social networks – Linkedin, Facebook, Twitter – from […]
From InvestmentPal
In September, Barron’s published its annual list of Top 100 Independent Advisors – an elite group of advisors selected based on volume and quality of their practices. As with last year, we witnessed an increase in the number of social media savvy advisors who made it to this prestigious list. This year, we identified 30 […]
According to surveys conducted by American Century Investments, financial advisory firms with a formal social media policy or guidelines increased from 60% to 74% from 2012 to 2015. Over the same period, advisors reported reduced regulatory concerns, greater social media participation and consequently increased gains from social media. Is the absence of a social media […]
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 […]
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 […]
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 […]