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

September 24, 2018 By InvestmentPal Leave a Comment

This month, Barron’s published its elite list of Top 100 Independent Advisors.   This annual ranking reflects the volume of assets overseen, quality of the advisors’ practices and revenues generated.  In this post, we identify 33 social media savvy financial advisors who made this prestigious list in 2018. Congratulations to these financial advisors for their social […]

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

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

August 31, 2018 By InvestmentPal Leave a Comment

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 […]

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

25 insurance images representing key insurance topics and terms

June 20, 2018 By InvestmentPal Leave a Comment

art insurance

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 […]

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

25 finance images representing key financial advisory keywords

April 16, 2018 By InvestmentPal 1 Comment

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 […]

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

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

February 5, 2018 By InvestmentPal Leave a Comment

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 […]

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

Wishing you and your family a wonderful holiday!

December 22, 2017 By InvestmentPal Leave a Comment

merry christmas

From InvestmentPal

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

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

October 3, 2017 By InvestmentPal 1 Comment

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 […]

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Filed Under: accounting social media marketing, financial social media marketing, insurance social media marketing, Recent, Savvvy

Uncomplicated social media policy for financial services professionals – 3 examples

August 17, 2017 By InvestmentPal Leave a Comment

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 […]

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Filed Under: accounting social media marketing, Compliance, financial social media marketing, How to, insurance social media marketing, 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 […]

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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 […]

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

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