In my last blog, I wrote about “3 reasons financial professionals are getting into social media” Here’re 20 social media savvy financial advisors, CFP’s, investment advisors and wealth managers who are blogging, twittering, connecting on Linkedin, and posting on Facebook. Look closely at the URL’s and profiles to see how they are branding themselves on financial social media. See how they’re engaging clients and prospects across the different social media marketing channels.
Financial Social Media
1. Alan Haft
twitter.com/alanhaft | linkedin.com/in/alanhaft | facebook.com/alanhaft2
2. Brian Fricke
brianfricke.com/blog | twitter.com/BrianFrickeCFP | linkedin.com/in/brianfricke | facebook.com/Brian.L.Fricke | facebook.com/FinancialManagementConcepts
3. Cale Smith
caleinthekeys.com | twitter.com/caleinthekeys | linkedin.com/in/calesmith | facebook.com/calesmith
4. Carl Richards
behaviorgap.com | twitter.com/behaviorgap | linkedin.com/in/thinkingcarl | facebook.com/behaviorgap
5. Cathy Curtis
blog.curtisfinancialplanning.com | twitter.com/curtisfinancial | linkedin.com/in/cathycurtis | facebook.com/Women.and.Money
6. Curtis Chambers
chambersfinancialblog.com | twitter.com/CurtisWChambers | linkedin.com/in/curtiswchambers
7. Curtis Erickson
curtcpa.com | twitter.com/CurtisErickson | linkedin.com/in/curtiserickson
8. Dean Piccirillo
deanpiccirillo.com | twitter.com/deanpiccirillo | linkedin.com/in/piccirillo
9. Greg Skidmore
belpointe.com | twitter.com/gregskidmore | linkedin.com/in/gregskidmore | facebook.com/gregoryskidmore
10. Sam Fawaz
themoneygeek.com | twitter.com/themoneygeek | linkedin.com/in/themoneygeek | facebook.com/TheMoneyGeek
11. Herb Morgan
etfmanager.com/blog | twitter.com/@hmorgan422 | linkedin.com/in/herbmorgan | facebook.com/herb.morgan
12. Jay Peroni
jayperoni.com/blog | twitter.com/jayperoni | facebook.com/jay.peroni
13. Jesse Felder
mybackpagesbyjessefelder.blogspot.com | twitter.com/jessefelder | linkedin.com/in/jessefelder | facebook.com/jessefelder
14. Jeff Rose
goodfinancialcents.com/about-jeff-rose | twitter.com/jjeffrose | linkedin.com/in/jeffrosecfp | facebook.com/jeff.rose
15. Ken Faulkenberry
blog.arborinvestmentplanner.com | twitter.com/KenFaulkenberry | linkedin.com/in/kenfaulkenberry | facebook.com/ken.faulkenberry
16. Kirk Kinder
swimupstreamtowealth.com | twitter.com/KirkKinder
17. Mebane Faber
mebanefaber.com | twitter.com/mebfaber | linkedin.com/in/mebanefaber | facebook.com/mebanefaber
18. Rick Kahler
financialawakenings.com | twitter.com/RickKahler | linkedin.com/in/rickkahler | facebook.com/KahlerFinancialGroup
19. Roger Wohlner
wohlnerfinancial.blogspot.com | twitter.com/rwohlner | linkedin.com/in/rogerwohlnercfp | facebook.com/people/Roger-Wohlner/1200093064
20. Russ Thornton
wealthcareforwomen.com | twitter.com/RussThornton | linkedin.com/in/russthornton | google.com/profiles/rthornton
Is there a social media savvy financial advisor you know who should be on this list?
Mitch Slater says
Great list-Happy to be included as a wirehouse advisor who is leading the way to make social media a committment- not a campaign- I’m currently official on LinkedIN- I use Twitter and Vine and FB for personal use, financial literacy work, springsteen obsession
InvestmentPal says
Hi Mitch, Great to see how you’re integrating personal, finance and springsteen on your social media pages! Nice pic with The Boss on your Twitter https://twitter.com/mpslater and Facebook https://www.facebook.com/mslater cover!
Hilary Martin, MBA, CFP® says
Great list! …and I’m nominating myself for consideration. Also Twitter @wealthyfamilies. :)
Hilary Martin, MBA, CFP® says
Here’s my blog: http://www.healthywealthyfamilies.net.
InvestmentPal says
Thanks also for sharing your blog !
InvestmentPal says
Hi Hilary, Thanks! Started following you on Twitter…
George Papadopoulos says
Nice list, thank you.
Here is my twitter profile page for consideration:
http://twitter.com/feeonlyplanner
I made this list of 15 financial advisors and not yours? Am I slipping here? :-)
http://www.investmentnews.com/article/20120320/BLOG03/120319896
InvestmentPal says
Hi George, You’ve got a nice Twitter feed going! Thanks also for sharing InvestmentNews’ “15 financial advisers all advisers should follow on Twitter”!
Ken Faulkenberry says
Thank you for the mention!
InvestmentPal says
Hi Ken, You’re most welcome. Thanks for dropping by.
Curtis Chambers says
Thank you for your mention!
InvestmentPal says
You’re most welcome, Curtis.
Rhonda says
Thanks. I do follow some of the names listed.
InvestmentPal says
You’re welcome, Rhonda. Same here.
Udayan Chattopadhyay says
Thanks for the list. I will make it a point to follow them closely!
InvestmentPal says
Glad you find it useful!
Dean Piccirillo says
Thanks a lot for the mention.
InvestmentPal says
Dean, You’re welcome. Hope your panel session at the CFDD Advisor Conference went well.
Rick Kahler says
Just came across your blog. Thanks for mentioning me among such an astute group of tech savvy practioners.
InvestmentPal says
Rick, You’re welcome. And thanks for providing a great example. It’s exciting to see how you and the others are leading the charge in the use of social media.
Bill Winterberg says
The Money Geek is Sam Fawaz, not Don James.
InvestmentPal says
Bill, thanks for catching that. Yes, The Money Geek is Sam Fawaz (corrected). Don James’s pages are at kiplingercpas.wordpress.com, twitter.com/Growthguy2, & linkedin.com/in/donjameshelpwithgoals (Sam, Don – apologies for the posting error)
Russ Thornton says
Thanks for including me in this post. I really appreciate it and am honored to be mentioned alongside all these other great folks.
InvestmentPal says
Russ, thank you for providing a great example on how social media is being used. Btw, I think you may be the only one on this list with a Google Profile Page!