In the same way Google-Yahoo-Bing created demand for expertise in SEO marketing, Facebook-Twitter-Linkedin is creating the need for expertise in social media marketing. Be it getting into social media for the first time, or be it the lack of time – some financial professionals are seeking the help of social media marketers to get discovered […]
Social media consultant – 20 marketers for financial services
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Social media for accountants – 20 savvy CPA’s & tax preparers
Alongside financial planners, CPA and tax accountants deliver key services to manage their customers’ finances. Last September, I presented “20 social media savvy financial advisors.” What about social media for accountants ? CPA’s and tax preparers too are leveraging social media to reach out to clients and prospects. Here’re 20 social media savvy accounting and tax […]
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Insurance social media – 15 savvy agents & brokers
Over the last year, I have presented social media savvy professionals in accounting, financial planning and real estate. Professionals on insurance social media are showing equal savvy. Here’re 15 social media savvy insurance agents & brokers who’re using blogs, Twitter, Facebook, Linkedin and Youtube to build their brands, retain clients and win prospects. Look at […]
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100 social media savvy early adopters in financial services ecosystem
According to a Bain & Company report, “early adopters are gaining real economic value from their investments in social media”. As early as 2009, Dell, a retail social media early adopter, reported sales of $6.5M through its Twitter account. In financial services, over the last year, multi-million dollar account wins by social media savvy financial […]
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Pinterest marketing – 15 wealth management, insurance, accounting pins
The number of online adults using Pinterest has surpassed that of Twitter, based on a Pew Research Center report published on December 30 2013. And according to Econsultancy (2013) , 28.1% of Pinterest users have annual household income exceeding $100,000. In a short span of a few years, Pinterest has become a visual marketing tool financial services professionals can […]
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15 engaging Linkedin group posts on financial services marketing
Enter “marketing for financial services” in Linkedin’s search box and it will return more than 200 Linkedin groups related to the topic. Linkedin groups such as these can offer an easy way to learn, share and discuss financial services marketing with industry peers and marketing professionals. Discussion topics may include marketing strategy, tips, compliance, […]
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10 social media savvy independent advisors who made Barron’s Top 100 List
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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7 sources of curated content posted on Linkedin updates
Are you using your Linkedin updates to engage business associates, clients and prospects with curated content? Linkedin’s update feature enables you to share a link to an online article, and your commentary on the article, with people who are connected to you. In addition to becoming a curator of quality content to your network, you […]
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How to triple your content’s social media reach
Just as prospects can be found in different social groups offline, they can be discovered in different social networks online. As of now, there are about 280 million monthly active users on Twitter, 330 million registered members on Linkedin, and 860 million daily active users on Facebook. On each of these social networks, clients have been won by […]
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Commenting as a social media engagement strategy – 10 savvy examples
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 […]
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15 bloggers with (search engine) authority on key financial planning terms
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 […]
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Part 2 (Tax) – 12 bloggers with search engine authority on key tax terms & topics
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 […]
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20 social media savvy advisors who made Barron’s Top 100 in 2016
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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Part 3 (Insurance) – 12 bloggers with (search engine) authority on key insurance terms & topics
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 […]
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Part 5 (Real Estate) – 15 bloggers with (search engine) authority on key real estate and mortgage terms & topics
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 […]
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30 social media savvy advisors who made Barron’s Top 100 in 2017
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 […]
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25 finance images representing key financial advisory keywords
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 […]
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25 insurance images representing key insurance topics and terms
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 […]
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33 social media savvy advisors who made Barron’s Top 100 in 2018
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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41 social media savvy advisors who 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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