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Financial Services Social Media

The two things every firm needs to grow and thrive are Investors and Deal Flow. They both have to exist and can’t live without the other.

So in this article we are going to address how your firm can increase it’s Deal Flow by using digital marketing tactics that most firms aren’t doing.


How Can Private Equity Firms Increase Deal Flow?

Most firms have been doing this by tapping into their personal and professional networks which works well but has it’s limitations built in to the reason that it is so successful for them / you. Your Network!

Digital marketing strategies focused on deal acquisition are the most effective way to scale your visibility and generate new leads on prospective deals. Let’s look at a couple strategic approaches to how this works.

  1. Deal Acquisition Online through LinkedIn Advertising
  2. Investor Network Advertising to Increase Awareness & Deal Flow


Increase Deal Flow for Your Private Equity Firm through LinkedIn Advertising

Most deal origination teams know that LinkedIn is a good place to connect with and gain direct access to brokers, owners or partners, but what most don’t know how to do is take the strategies that are successful in connecting & sourcing deals on LinkedIn and turn that into a scalable ad strategy on the LinkedIn ad platform.

These ads get you in front of the exact people you want to connect with and those same people who have assets that fit your deal criteria will see your message and connect by calling, message or getting more information to start the conversation on making that acquisition.

It really is that simple!


Increasing Deal Flow for Your Private Equity Firm by Advertising on Investor Networks

Similar to the LinkedIn strategy but different in that you aren’t targeting individuals but instead making yourself visible on the finance, real estate, or commodity websites and publications those brokers, owners and partners are reading.

By sharing the message on your ability to drive returns for the deals you acquire, you’ll have a consistent flow of opportunities that will fuel your firms growth.


If You Want to Talk With Us About How You Can Increase Your Deal Flow or Have Questions, Call Us at 866-357-7422

Or Submit your information below

    As we enter December now is the time to finalize plans moving into 2021.

    Specifically focusing on your Marketing Plan for 2021 is what we’re most concerned about as a Marketing Agency.

    Even more specifically we want you think think about your lead and customer acquisition strategy for the new year.


    Questions We’re Asking

    1. Do you have a Lead Acquisition plan for 2021?
    2. If not, In 2021 are you looking to gain NEW Customers?
    3. If so, Do you currently have a overall / broad marketing plan for 2021?


    If you want to bring in new customers next year and don’t have a broad marketing plan for 2021 at all we suggest at a minimum roughing out ideas you have on promoting the business. But if a big part of your strategy is new customer growth then even more important will be your lead acquisition strategy.


    Here are the components of a 2021 lead acquisition strategy that you should consider

    • Is your website optimized for search engines (do you rank well for everything you do / sell)?
    • Is your website optimized to convert visitors when they get to your site?
    • Are you actively publishing content / blogs to your website?
    • Are you actively publishing content to your social media channels?
    • Are you actively running ads that target your primary customers to drive them to your website or to the phone?
    • Are you sending out at a minimum monthly emails to your email list?


    If you answered No to any of these then your 2021 marketing strategy should turn those No’s to Yes’s.

    Prioritize these to comprehensively attack getting new business.


    If You Want to Talk With Us About Your 2021 Marketing Strategy or Have Questions, Call Us at 866-357-7422

    Or Submit your information below

      Our friends at Everplans provided this great research into why it is so important to keep the all relationships in the families you advise strong.

      It’s time to start remembering kids birthdays and maybe sending a gift!

      93% of advisors think that they will continue to manage the assets of a client that dies.
      Fact: 85% of children Fire the financial advisor their parents used!
      Only 7% of children know / knew who their parents financial advisor was.

      Read more in the infographic below.

      Infographic financial advisor and family marketing

      Social Media is a must do when it comes to growing a business, communicating with customers, acquiring new customers and becoming a real brand.  Many companies are not doing it, Many companies are “kind of” doing it, few companies are doing it successfully and only a small fraction of businesses are running social media at the highest level.

      We break out Social Media Marketing effort into 3 Phases.

      1. Table Stakes (thanks to Eliot Frick from BIGWIDESKY for this name)

      2. Successful

      3. Top One Percent

      *We don’t even consider not doing it a phase.  If your company is not on Social Media, please call us right now, at this very moment so we can get you up and live on social.  Every second you are not online and up on social media the quicker your company will die.


      Table Stakes

      When it comes to Social Media Marketing there is a minimum level of effort that must take place.

      Having live profiles that contain consistent and accurate company information, imagery, posting content regularly at some frequency and linking to these profiles from other places on the web including your website, other social profiles, email, etc.

      This is easy and will give you a boost in the search engines, overall customer visibility, website traffic, foot traffic, leads and sales.

      Example Table Stakes Social Media Profile

      The Dallas Furniture Bank



      The Dallas Furniture Bank has consistent and accurate information, while posting regularly.

      There is not an a large amount of engagement and obviously not running any paid promotion.

      This is fine for many companies and should be getting done, but could be getting done in a more significant way by moving into the Successful Social Media Marketing phase.



      To be running at the Successful Social Media Marketing phase, you must be doing everything in the Social Media Table Stakes phase plus driving consistent meaningful engagement through strategic organic & paid tactics as well as relevant strategic content (copy, images, videos, documents, etc.).

      Example Successful Social Media Profile

      The Watering Bowl



      The Watering Bowl has consistent and accurate information, while posting regularly.

      There is good engagement, they respond, comment, message and are running some paid promotion.

      This where most companies should be, but there is still one more level that your business could be reaching, it is the Top One Percent Social Media phase.


      Top One Percent

      To be in the Top One Percent of companies on Social Media you must be everything from the 1st and 2nd phases, plus creating a massive amount of content, promoting accurately through all means possible, engaging like your life depends on it and having passionately dedicated resources to work on this 100% of the time.


      Example Top One Percent Social Media Profile

      Red Bull




      Red Bull does everything on social media, all the time, in every corner of the web and is engaging, relevant and passionate.  Strive to be like Red Bull when it comes to the social media part of growing your business.


      I recently posted an article on the History of Snapchat, What it means for us Today and direction on How to Use it Well.

      I’ve been experimenting with posting on different platforms, so you can the full article on…

      Medium – https://medium.com/@johnbracamontes/the-history-of-snapchat-how-to-use-it-well-9a28db7eb8e7


      LinkedIn – https://www.linkedin.com/pulse/history-snapchat-how-use-well-john-bracamontes

      Below are a handful of GIF tutorials on how to use the platform

      Snapchatting a Video vs. Photo

      How to Add Filters and Double Filters on Snapchat

      How to Use Snapchat Video Filters

      How to Save a Photo or Video on Snapchat

      Accounts to Follow on Snapchat

      This is just a short list of people who are killing it on the platform. There aren’t that many yet because people still aren’t taking it seriously. So get on it now.

      DJ Khaled: @djkhaled305
      John Bracamontes: @acumenstudio
      Casey Neistat: @caseyneistat
      John Bracamontes: @johnbracamontes
      Diplo: @diplo
      Kate Hudson: @khudsnaps
      Gary Vaynerchuk: @garyvee
      Eva Longoria: @realevalongoria

      We are always putting out content on digital marketing tactics for SEO, PPC, Social Meida, Email Marketing and Analytics, but the truth is we really are a Content Marketing Agency.

      Our Definition of a content marketing agency is one that creates content based on research and strategic principles that generate awareness, drive more traffic, leads, form submissions, phone calls, new customers and revenue.

      We are a Really Good Content Marketing Agency!

      Many agencies, especially here in St. Louis, can write and publish content while calling themselves content marketing agencies, but the truth is, they are rarely strategic and virtually none of them have the deep discipline experience to effectively utilize a multi-channel strategy that will drive results.

      Good Content Marketing delivers results.

      The goal is to ultimately obtain new customers through the strategic exposure and knowlege share that content marketing lends.  Greater visibility, More Traffic, More Leads, Form Submissions, Phone Calls and Revenue.  This is the goal.

      We approach content marketing from a very technical position.

      • First, we get to know a company at it’s core.
      • Then focus on the why, the how and the what.
      • This allows us to perform meaningful research into the behaviors of users and potential customers around strategic topics and terms.
      • We then perform a content gap analysis to identify what content does exist or needs to exist on your website.
      • The modification of the existing content and addition of the missing content is outlined and implemented.
      • We then monitor, analyze and recommend tweak or additions thereafter to continously optimize the content marketing efforts.

      St. Louis Content Marketing Agency

      We are not a Creative Agency

      There are a TON of agencies in the St. Louis area that call themselves digital marketing firms, content marketing agencies or marketing agencies and try to do the strategic work, but this needs to be handed over to the pros the digital marketing technologists and analysts that know the tools, tactics and research methodologies.

      We’re not just in St. Louis

      Mentioned alot here in this article are “St. Louis Content Marketing Agencies” or Marketing Agencies in general, but we actually have phenomenal clients from all over the united states and are working on global campaigns for a couple of our domestic clients.  We just want to be clear in giving examples of what we actually do and what other agencies say they do.  Plus we Love St. Louis and rep this city pretty hard!

      Why work with us on your Content Marketing Strategy

      1. We’re really really good at content marketing
      2. Our goal is to generate as much value as possible for you (authority, leads, customers, revenue)
      3. We are on 24/7.  Accessibility, transparency and getting things done is what we do all of the time.  There is no such thing as too early or too late for us!

      If you want to work with the Best St. Louis Content Marketing Agency or learn more then please contact us by phone or by filling out the form on this page and we will speak with you very soon.

      Facebook Bluetooth Beacons are a free wirelessly connected device (or beacon) that communicates with visitors that engage on Facebook while at your business.

      It gives the visitors more information on your company, engages them through unique messaging and employs calls to action so you can interact with them in more ways in the future.

      This is very new and not all businesses are eligible to receive one, but those of you who have high foot traffic are most definitely who Facebook wants to get these.  Restaurants, Shops of all kinds, Movie theaters, Bars, Bingo Halls, Banks, etc.

      Facebook Bluetooth Beacon







      What Facebook Says the Beacons Do

      Facebook Bluetooth® beacons use Bluetooth® technology to send a signal to the Facebook app on your customers’ phones to help us show them the right place tips. Place tips show people more info about the places they visit.

      In place tips, people may see:

      • A welcome note from your Page
      • Prompts to like your Page and check in
      • Posts from your Page
      • Their friends’ photos and posts about your place

      For more information and to sign up to receive a Facebook Bluetooth Beacon for your business visit this link https://www.facebook.com/business/a/facebook-bluetooth-beacons

      For more information on Digital Marketing and Digital Strategy from us at Acumen Studio give us a call or fill out our form and we will talk soon!

      Make 2016 The Year of Marketing Intelligence.
      Understand what your marketing dollars are producing for you, identify waste & optimize your marketing efforts!

      Here John Bracamontes discusses what Acumen Studio does and how we can help you generate greater visibility online, generate new customers and more revenue.

      Digital Marketing
      Digital Strategy
      Content Marketing
      Content Strategy
      SEO / Search Engine Optimization / Organic Search
      PPC / Pay Per Click / Paid Search
      Social Media
      Email Marketing
      Analytics, Analysis and Inisghts

      The fundamentals and core attributes of marketing apply to Certified Public Accountants just as they do any other industry, but with accounting firms, both large and small there are tactics that can generate massive success.

      Be Personal
      One of those tactics is showing genuine personal attention to your clients. Sounds simple enough, but personal can be defined differently by most so we want to clarify what some of those effective personal touches are.

      Many CPA firms will send out direct mail to their clients that uses their name on the piece, that is great, but not the personal we’re talking about. Try sending out mail with handwritten notes that mention family or events. You can also make sure to send out anniversary cards, holiday cards, birthday cards with a dollar inside (or five) all with handwritten notes.

      cpa marketing


      The Certified Public Accountant needs to be marketing themselves 100% of the time. Something that can be overlooked is the expectation of a client that they are important (which they are) and the CPA needs to make them feel that way. Being enthusiastic when meeting with clients or on the phone, making eye contact and looking genuinely happy to see your client is critical to creating that personal relationship which can ensure that they are a customer for life.

      Digital Marketing & Traditional Marketing
      This type of personal attention can be showcased in marketing collateral, events and on digital channels. Use written and video testimonials, hold and highlight customer appreciation events such as galas, picnics or sports outings or hold contests that keep your clients engaged. All of these things can easily be communicated in newsletters, social networks, display ads, brochures, direct mail, television, radio, SEO, PPC and more.

      If you want to learn more about CPA (certified public accountant)  Marketing contact us using the form to the right or giving us a call.

      Learn more about how we can help you with Digital Marketing specifically for Certified Public Accountants.