This 2 minute clip presents social media results of financial advisors on Facebook, Twitter and Linkedin in a recent Accenture survey, and highlights 10 notable social media client wins in financial advisory, insurance, accounting and real estate.

Social media marketing results (2 mins)

by InvestmentPal

 

 

 

 

 

 

 

 

Transcript

Is there a ROI?
What are some success stories?
In a 2013 Accenture survey, 40% of financial advisors reported wining new clients from Facebook
25% reported new clients via Linkedin
And 21% from Twitter
 
David Armstrong, a wealth manager, won a $3M account from a prospect who followed his firm’s Facebook Page for 8 months
Mark Scribner, a wealth advisor, gained a $2.6M 401K rollover account from an acquaintance whom he noticed had checked out his Linkedin profile
Paul Hees, a financial advisor, secured two IRA accounts after learning about prospect’s job switch via Linkedin
Kerry Wilson, an insurance professional, won a new policy resulting from a “personal roadside assistance” photo posted on his Facebook page by a client’s sister
Jim DeWitt, an insurance professional, gained 3 clients from a single story he shared on Facebook
Jim Bourke, a CPA, used his knowledge of a prospect’s car racing passion from their Linkedin updates to win a new client
Sharon Gubinsky, also a CPA, won a significant client resulting from referral of another CPA who followed her on Twitter
Tim Ayres, a realtor gained 3 clients resulting from “a single tweet”
Joy Moore, another realtor, closed a transaction for her daughter’s friend after joining Facebook and connecting  not only with friends & family but also with her daughter’s friends
And Jo Lay, a realtor, closed 2 outgoing referrals after learning about the passing of a friend’s aunt from Facebook and a need to sell 2 homes
 
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