{"id":2943,"date":"2013-06-14T07:08:40","date_gmt":"2013-06-14T14:08:40","guid":{"rendered":"https:\/\/blog.investmentpal.com\/?p=2943"},"modified":"2018-06-12T22:29:09","modified_gmt":"2018-06-13T05:29:09","slug":"social-media-results-these-professionals-are-winning-new-clients-video","status":"publish","type":"post","link":"https:\/\/blog.investmentpal.com\/social-media-results-video\/","title":{"rendered":"Social media results &#8211; these professionals are winning new clients [Video]"},"content":{"rendered":"<p>This 2 minute clip presents social media results of financial advisors\u00a0on 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.<\/p>\n<h1 style=\"text-align: center;\"><strong>Social media marketing results (2 mins)<\/strong><\/h1>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/I8AXMvC_BjA?rel=0\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>by\u00a0<a href=\"https:\/\/investmentpal.com\" target=\"_blank\" rel=\"noopener\">InvestmentPal <\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><em><strong>Transcript<\/strong><\/em><\/p>\n<p><em>Is there a ROI?<\/em><br \/>\n<em> What are some success stories?<\/em><br \/>\n<em> In a 2013 Accenture survey, 40% of financial advisors reported wining new clients from Facebook<\/em><br \/>\n<em> 25% reported new clients via Linkedin<\/em><br \/>\n<em> And 21% from Twitter<\/em><br \/>\n<em> \u00a0<\/em><br \/>\n<em> David Armstrong, a wealth manager, won a $3M account from a prospect who followed his firm\u2019s Facebook Page for 8 months<\/em><br \/>\n<em> Mark Scribner, a wealth advisor, gained a $2.6M 401K rollover account from an acquaintance whom he noticed had checked out his Linkedin profile<\/em><br \/>\n<em> Paul Hees, a financial advisor, secured two IRA accounts after learning about prospect\u2019s job switch via Linkedin<\/em><br \/>\n<em> Kerry Wilson, an insurance professional, won a new policy resulting from a \u201cpersonal roadside assistance\u201d photo posted on his Facebook page by a client\u2019s sister<\/em><br \/>\n<em> Jim DeWitt, an insurance professional, gained 3 clients from a single story he shared on Facebook<\/em><br \/>\n<em> Jim Bourke, a CPA, used his knowledge of a prospect&#8217;s car racing passion from their Linkedin updates to win a new client<\/em><br \/>\n<em> Sharon Gubinsky, also a CPA, won a significant client resulting from referral of another CPA who followed her on Twitter<\/em><br \/>\n<em> Tim Ayres, a realtor gained 3 clients resulting from \u201ca single tweet\u201d<\/em><br \/>\n<em> Joy Moore, another realtor, closed a transaction for her daughter\u2019s friend after joining Facebook and connecting\u00a0 not only with friends & family but also with her daughter\u2019s friends<\/em><br \/>\n<em> And Jo Lay, a realtor, closed 2 outgoing referrals after learning about the passing of a friend\u2019s aunt from Facebook and a need to sell 2 homes<\/em><br \/>\n<em> \u00a0<\/em><br \/>\n<em> Thank you.<\/em><br \/>\n<em> To learn more, please visit blog.investmentpal.com<\/em><br \/>\n<em> Follow InvestmentPal\u2019s Twitter, Facebook, Google Plus, or Pinterest page<\/em><br \/>\n<em> And join our Linkedin discussion group<\/em><\/p>\n<p><a href=\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2013\/06\/social-media-success-stories.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3161\" src=\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2013\/06\/social-media-success-stories.png\" alt=\"social media results\" width=\"149\" height=\"83\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This 2 minute clip presents social media results of financial advisors\u00a0on 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\u00a0InvestmentPal &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Transcript Is there a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"footnotes":""},"categories":[62,60,61,63,88,76],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Social media results - these professionals are winning new clients [video]<\/title>\n<meta name=\"description\" content=\"Statistics & success stories of client wins via social media in financial advisory, insurance, accounting & real estate\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.investmentpal.com\/social-media-results-video\/\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"InvestmentPal\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.investmentpal.com\/social-media-results-video\/\",\"url\":\"https:\/\/blog.investmentpal.com\/social-media-results-video\/\",\"name\":\"Social media results - these professionals are winning new clients [video]\",\"isPartOf\":{\"@id\":\"https:\/\/blog.investmentpal.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/blog.investmentpal.com\/social-media-results-video\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/blog.investmentpal.com\/social-media-results-video\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2013\/06\/social-media-success-stories.png\",\"datePublished\":\"2013-06-14T14:08:40+00:00\",\"dateModified\":\"2018-06-13T05:29:09+00:00\",\"author\":{\"@id\":\"https:\/\/blog.investmentpal.com\/#\/schema\/person\/4b71119ad27ed63efdefe4c23ce4c79a\"},\"description\":\"Statistics & success stories of client wins via social media in financial advisory, insurance, accounting & real estate\",\"breadcrumb\":{\"@id\":\"https:\/\/blog.investmentpal.com\/social-media-results-video\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/blog.investmentpal.com\/social-media-results-video\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/blog.investmentpal.com\/social-media-results-video\/#primaryimage\",\"url\":\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2013\/06\/social-media-success-stories.png\",\"contentUrl\":\"https:\/\/blog.investmentpal.com\/wp-content\/uploads\/2013\/06\/social-media-success-stories.png\",\"width\":149,\"height\":83,\"caption\":\"social media results\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/blog.investmentpal.com\/social-media-results-video\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/blog.investmentpal.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Social media results &#8211; 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