100 financial planning topics & terms frequently Googled (Infographic)
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 interest to...
View ArticlePart 3: 100 frequently googled insurance topics & terms (Infographic)
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 management and tax...
View ArticleGoogle guidelines on how to grade your web page quality
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 your page and help...
View ArticlePart 3 (Insurance) – 12 bloggers with (search engine) authority on key...
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...
View ArticleNew Year Resolutions to Grow Your Business in 2017
In the “Financial Professionals Social Media Adoption Study” conducted by American Century Investments, 43% of financial professionals attributed a return on investment to social media use, with the...
View ArticleBe a trusted curator of content. Review these lists of fake news sites
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 animals and other objects...
View ArticleLooking for new clients? An update on social media demographics (infographics)
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...
View ArticleFinancial services social media policy guidelines & business gains (infographic)
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...
View ArticleUncomplicated social media policy for financial services professionals – 3...
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. Over the same...
View Article30 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...
View ArticleFinancial advisors on all 3 major social networks see greatest gains...
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...
View Article25 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...
View Article5 ways to add real value when sharing insurance articles
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 business with...
View Article25 Pinterest Savvy Insurance Professionals
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 engage with prospects and...
View ArticleImpact of Covid-19 on customer engagement for insurance agents
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 insurance agents...
View ArticleFinancial services & real estate Youtube playlists to follow from 40 channels
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. According to...
View ArticleInsurance RSS feeds to follow from 30 sites
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 a previous...
View ArticleInsurance Podcast RSS feed urls to follow from 30 sites
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 podcasting listening grew...
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