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Social Media Marketing Strategy for Financial Professionals

These days, just about every company can benefit from a social media campaign.


Keep Existing Clients While Building Relationships with New Ones

Life insurance agents and financial planners are often focused on what they can do to attract new clients, but it’s important that they not forget about existing clients, as studies have shown personal relationships are a huge part of retention.


Where Can Insurance Providers Improve on Social Media?

What was once a hot new trend has since become a mainstay that isn’t to be ignored. Social media is used by nearly three-quarters of all adults, according to a poll from the Pew Internet Project. As such, it is essential that insurance producer leverage social media, and do so properly.


The Mass Affluent Opportunity: Are You Missing Out? [Infographic]

In the decade since the launch of Facebook, social media platforms – including Twitter and LinkedIn – have established themselves as a trusted place for the Mass Affluent to locate and engage with financial companies and the information that they provide. Insurance agents and financial advisors need to institute a social media presence so they can not only demonstrate that they are tech savvy and cutting edge, but also to become an indispensable resource for maintaining their relationships with existing clients while finding new prospects in an actionable way.