2024-03-07 13:38
According to buzzsprout.com, more than 100M American listen to podcasts regularly. More than two-thirds have a college degree and household income of greater than $75000. As podc… Read More
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Social Media Marketing For Financial Services Ecos Blog
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InvestmentPal Blog
2023-10-05 13:04
Since 2015, the number of sites with RSS feeds have grown by 50% [1]. RSS feeds enables users to easily follow new content on topics of interest from wealth management to insurance. In… Read More
2023-07-24 17:35
With over 2.5 billion monthly logged-in users, and more a billion hours of video viewed daily, Youtube has become an important content creation platform from news agencies to enterprises.&nb&hell…Read More
2023-04-27 17:41
According to eMarketer estimates, there are 125M Americans who listen to podcasts each month, and 98M who listen to podcasts every week. Growing popularity of podcast listening has spu… Read More
2022-12-07 16:47
RSS (Really Simple Syndication) feeds offer readers an easy way to receive content updates from news and blogs sites. According to the Internet technology usage statistics compiled by… Read More
2022-09-26 17:57
For many, 2022 marks the beginning of the return to life before Covid. Over the last 3 years, financial advisors have adjusted how they engaged their clients and prospects. In this pos… Read More
2022-06-01 15:32
Pinterest is a popular platform used by realtors and mortgage brokers to build brands, engage prospects and win clients. In previous posts, we featured financial advisors, accountants… Read More
2022-04-04 17:41
In previous posts, we discussed how has digital engagement in the wealth management and insurance industry has changed during this pandemic. In this blog, we highlight 3 statistics tha… Read More
2022-01-03 06:53
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2021-11-13 07:38
In a previous post, we showed how customer engagement in the wealth management industry has changed during this pandemic. In this blog, we highlight 5 statistics that show why and how… Read More
2021-09-20 03:29
Last year, we have seen an increase in the use of digital tools by financial advisors to engage clients and prospects. Last week, Barron’s published its list of Top 100 Independe… Read More
2021-07-26 16:54
Covid-19 has changed how we work and how we communicate with our friends, colleagues and clients. How has customer engagement in the wealth management industry changed during this pand… Read More
2021-04-05 12:17
In Q1 2021, the number of Pinterest users exceeded 450M. In previous post, we featured financial advisors, accountants and tax professionals who have been using Pinterest to enga… Read More
2021-01-01 03:06
2020-09-21 16:47
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… Read More
2020-07-16 13:11
Accountants and tax consultants have been one of the most effective professionals leveraging Pinterest to engage with prospects and clients. In the previous post, we featured 25… Read More
2020-02-04 13:53
Shortly after its IPO in April 2019, the number of monthly users on Pinterest exceeded 300M, representing a 30% increase compared to the same period in 2018. The number of financial pr… Read More
2019-12-20 17:05
This is the fourth in a series of posts on the use of visual marketing by professionals to engage clients and prospects on social media. With user-friendly tools such as Canva, Cr… Read More
2019-09-30 13:39
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… Read More
2019-07-22 15:34
In this post, we continue to show how visual images can be used by professionals to engage clients and prospects on social media – something made easier with tools such as Canva, … Read More
2019-05-16 16:36
The world of accounting is ever-changing. In fact, there are so many tax laws that new ones are often released even after the first wave of taxpayers have filed returns. Obviously, that crea… Read More
2019-03-11 11:54
The insurance industry has changed dramatically over the past couple decades. Insurance buyers have changed too, and they’re looking beyond getting the lowest price. They want to do bu… Read More
2019-01-02 15:51
For 3 years running, increasing digital marketing channels has been a New Year Resolution for financial advisors. Over the years, SEI has been conducting surveys of financial advisors… Read More
2018-11-16 14:09
As in financial services marketing, content sharing on social media has become key to engaging clients and prospects in real estate. How can real estate professionals craft effective c… Read More
2018-09-24 14:36
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’ pr… Read More
2018-08-31 15:59
Content sharing on social media has become key to engaging clients and prospects for financial advisors and wealth managers. More than providing value of content curation by picking out qual… Read More
2018-06-20 13:08
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… Read More
2018-04-16 13:35
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, Stenc… Read More
2018-02-05 16:29
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… Read More
2017-12-22 18:18
From InvestmentPal Read More
2017-10-03 12:59
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 wi… Read More
2017-08-17 17:54
According to surveys conducted by American Century Investments, financial advisory firms with a formal social media policy or guidelines increased from 60% to 74% from 2012 to 2015. Ov… Read More
2017-06-15 17:09
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 Am… Read More
2017-04-22 10:58
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 professio… Read More
2017-04-22 10:58
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 professio… Read More
2017-03-23 17:20
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… Read More
2017-02-05 14:49
Fake news is not new. In 1835, the New York Sun reported the discovery of batlike creatures on the moon, leading to record sales of the paper at 19,000 copies daily. “Lunar anima… Read More
2017-01-03 01:55
In the “Financial Professionals Social Media Adoption Study” conducted by American Century Investments, 43% of financial professionals attributed a return on investment to social… Read More
2016-12-21 18:17
from InvestmentPal Read More
2016-11-29 07:51
In part 4 of our series of posts identifying “authoritative” bloggers on the financial services ecosystem, we identify twelve bloggers with (search engine) authority on key accou… Read More
2016-10-21 10:26
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… Read More
2016-09-07 17:20
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 team… Read More
2016-08-10 15:14
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… Read More
2016-07-07 15:50
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 w… Read More
2016-06-14 14:28
When returning search results for a given query, Google tries to present the most relevant and highest quality web pages. A high quality web page can improve the search rankings of you… Read More
2016-05-17 16:08
This is the fifth and last of this series of posts on content topics which professionals can use to engage prospects and clients online. In the previous 4 posts, we lis… Read More
2016-04-18 14:55
This is Part 4 of a series of posts which highlights top content topics that can be used to engage your prospects and clients online. We focused on wealth management, tax planning and… Read More
2016-04-18 14:55
This is Part 4 of a series of posts which highlights top content topics that can be used to engage your prospects and clients online. We focused on wealth management, tax planning and… Read More
2016-03-14 15:27
This is Part 3 of a series of posts which present relevant content topics that can be used to engage your clients and prospects. In the previous 2 posts, we focused on wealth managemen… Read More
2016-03-14 15:27
This is Part 3 of a series of posts which present relevant content topics that can be used to engage your clients and prospects. In the previous 2 posts, we focused on wealth managemen… Read More
2016-02-15 17:11
100 terms and topics in tax planning and preparation that are frequently Googled (Infographic) Read More
2016-02-15 17:11
100 terms and topics in tax planning and preparation that are frequently Googled (Infographic) Read More
2016-02-15 17:11
100 terms and topics in tax planning and preparation that are frequently Googled (Infographic) Read More
2016-01-11 15:36
To effectively engage clients and prospects online, it is important for you to generate relevant content which interest them. One way to discover financial planning topics that are of… Read More
2016-01-11 15:36
To effectively engage clients and prospects online, it is important for you to generate relevant content which interest them. One way to discover financial planning topics that are of… Read More
2015-12-22 18:16
The holiday season is an important time to connect with clients & prospects, say thank you & to spread that holiday cheer. Here’re 10 delightful seasons greetings, b… Read More
2015-12-22 18:16
The holiday season is an important time to connect with clients & prospects, say thank you & to spread that holiday cheer. Here’re 10 delightful seasons greetings, b… Read More
2015-11-24 15:56
There are many discussion groups on Linkedin which offer their members an interactive platform to learn about financial services marketing tips and best practices from industry peers and mar… Read More
2015-10-28 16:32
Blog posts, Pinterest pins and Youtube videos are different ways to engage your clients and prospects online. How does one find good topics and materials to create content across… Read More
2015-10-28 16:32
Blog posts, Pinterest pins and Youtube videos are different ways to engage your clients and prospects online. How does one find good topics and materials to create content across… Read More
2015-09-14 16:17
Effective social media marketing requires regular engagement with clients and prospects. Time-pressed professionals face the challenge of generating engaging content at … Read More
2015-08-09 07:55
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 Am… Read More
2015-07-01 12:31
Video curation is becoming an important component of social media marketing. Today, Youtube has more than 1 billion users and every minute, 300 hours of video are uploaded to it… Read More
2015-06-02 15:23
This is the fourth in our series of articles on the use of video curation to engage clients and prospects online. Over the last 3 posts, we have featured more than 40 Youtube channels in fin… Read More
2015-05-05 04:18
This is the third in a series of posts on video curation on Youtube by professionals looking to engage clients and prospects online. In the previous 2 posts, we presented Youtube channels fr… Read More
2015-05-05 04:18
This is the third in a series of posts on video curation on Youtube by professionals looking to engage clients and prospects online. In the previous 2 posts, we presented Youtube channels fr… Read More
2015-04-01 16:52
In our previous post, we discussed how the increased consumption of video presented Youtube video marketing opportunities for professionals to engage clients and prospects online. And… Read More
2015-03-02 15:04
According to a Pew Research 2013 study, more than 60% of U.S. adults watch videos online and 36% of U.S. adults watch news videos. The increased consumption of information via video pr… Read More
2015-02-03 01:42
Content curation has become an important marketing tactic for professionals to engage clients and prospects on social media. Whether on Facebook, Twitter or Linkedin updates, professio… Read More
2015-01-05 04:23
Content quality is of utmost importance when it comes to creating online engagement with your clients and prospects. Equally important is persuading a potential reader to click on that… Read More
2014-12-03 07:20
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 a… Read More
2014-11-10 15:05
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… Read More
2014-10-07 15:16
Content quality, size of social networks, and social media post frequency are 3 key levers that can impact your online marketing effectiveness. In a previous post, we pr… Read More
2014-09-09 13:18
Previously, this blog had highlighted success stories & statistics of financial planners gaining new clients on Facebook, Twitter & Linkedin. In this po… Read More
2014-08-01 15:56
The size of your online social networks affects your ultimate social media reach and marketing effectiveness. As explained in a previous post, your network size is one of three key lev… Read More
2014-07-02 14:11
Looking for online resources to learn more about attracting prospects and winning clients on social media? You can sign up for social media 101 webinars organized by marketing experts… Read More
2014-06-02 07:02
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 thes… Read More
2014-05-05 13:05
As mentioned in the previous post on Pinterest marketing for wealth management, accounting & insurance, the number of online adults using Pinterest has surpassed that of Twitter (Pe… Read More
2014-04-02 15:23
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 Ec… Read More
2014-03-24 16:02
In the previous post, we presented 15 winning crowdsourced logo designs in wealth management, accounting & insurance. In this post, we show 15 winning logo designs in real estate l… Read More
2014-02-10 13:55
One of your most important brand assets is your logo. The logo you place on your website or Facebook page contributes to that important first impression a prospect forms when he or she… Read More
2014-02-04 15:28
Maybe. That’s not to say that social media is a waste of time—though we may feel like we’ve wasted our share of hours scrolling through endless updates. Rest assured, thoug… Read More
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