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47 social media savvy wealth managers who made Barron’s Top 100 in 2020

September 21, 2020 By InvestmentPal Leave a Comment

Barron's Top 100 social media savvy

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

41 social media savvy advisors who made Barron’s Top 100 in 2019

September 30, 2019 By InvestmentPal Leave a Comment

41 social media financial advisors 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 […]

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

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

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

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

20 social media savvy advisors who made Barron’s Top 100 in 2016

September 7, 2016 By InvestmentPal Leave a Comment

barrons top 100 social media savvy

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 […]

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

50 Statistics to guide your approach to Social Media in Financial Services Ecosystem [Infographic]

August 9, 2015 By InvestmentPal Leave a Comment

financial social media statistics 2015

This year, the millenial population in the U.S. surpassed 75M, exceeding that of baby boomers.  A digital savvy generation expected to inherit $30 trillion from baby boomers in North America, 22% of millennial investors say they will look closely at how a financial advisor uses social media when choosing one.  In this post, we put […]

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

10 social media savvy independent advisors who made Barron’s Top 100 List

September 9, 2014 By InvestmentPal 2 Comments

Kevin Myeroff | NCA Financial Planners

Previously, this blog had highlighted success stories & statistics of financial planners gaining new clients on Facebook, Twitter & Linkedin. In this post, we identify 10 social media savvy independent advisors who made it to Barron’s recently announced Top 100 Independent Advisors List.   Financial advisors on Barron’s Top 100 list are selected based on factors including assets, revenues and quality.   On […]

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Filed Under: financial social media marketing, Recent, ROI, Savvvy

Financial Social Media Statistics [Infographic] – Stepping Up & Winning Clients

December 2, 2013 By InvestmentPal Leave a Comment

financial social media statistics

Over the past 2 years, many financial professionals have followed their prospects onto social media, educated themselves about compliance issues, and stepped up their social media marketing game.  Across major social networks, clients wins have been reported. Here’re 9 social media statistics that join the dots and capture the story to date. Social Media Statistics […]

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

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