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Social Media Marketing Strategy for Financial Professionals

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


Building Relationships Through Social Media

In short, the days of traditional marketing efforts for wealth planning professionals are over. Now is the time to build business relationships through social media.


Don’t Let Email Marketing Fall by the Wayside

There’s no denying that social media has changed the game for how financial professionals can engage with potential clients. Platforms like Facebook, Twitter and LinkedIn have made it easier than ever to get people talking about important financial planning issues, from wealth transfer to long term care.


Twitter for Producers: Learn the Basic Commands

It’s likely that a person with your sales experience has figured out face-to-face networking events, but when it comes to digital networking, you may feel a bit lost. Communicating in the digital space is essential to 21st century networking and key to expanding your financial practice. You know your competitors are on Twitter and you can’t shake the notion that you should be too.


Getting The Best Results From Your Email Marketing Campaign

Insurance producers working today have a wealth of marketing opportunities. While there are traditional means like print advertisement and good old-fashioned word of mouth, the Internet has opened a huge door when it comes to low- or no- cost marketing.


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.