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
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
