Social Media Marketing for Financial Services Ecosystem
InvestmentPal Blog
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
This is part 2 of a series of posts identifying “authoritative” bloggers on key terms in financial services. Previously, we identified 15 bloggers with (search engine) authority on key wealth management terms. In this post, we present 12 bloggers who have demonstrated search engine authority on multiple key tax-related terms. In order to ascertain subject […]
Content marketing can help you demonstrate your domain expertise and build relationships with clients and prospects. In a previous post, we listed 30 financial advisory content sites with relevant articles financial advisors can select from, and comment on. By commenting on interesting articles and sharing those commentaries on social media, you can generate useful content […]
Effective social media marketing requires regular engagement with clients and prospects. Time-pressed professionals face the challenge of generating engaging content at desired frequencies. To overcome this, one marketing strategy these professionals can adopt is commenting. Thoughtful comments on relevant online articles enable professionals to articulate their unique perspectives on timely topics – within minutes. Professionals can craft comments to articulate […]