• Skip to main content
  • Skip to primary sidebar
  • Blog
  • About
  • InvestmentPal.com

Social Media Marketing for Financial Services Ecosystem

InvestmentPal Blog

Investmentpal beta

Social media consultant – 20 marketers for financial services

December 7, 2010 By InvestmentPal 15 Comments

In the same way Google-Yahoo-Bing created demand for expertise in SEO marketing, Facebook-Twitter-Linkedin is creating the need for expertise in social media marketing.  Be it getting into social media for the first time, or be it the lack of time – some financial professionals are seeking the help of social media marketers to get discovered the social way.  Here’re 20 social media consultants who are focused on; served clients in; or have come from financial services.

 

Social Media Consultant for Financial Services

 

1.   Amy McIlwain (financial advisors, insurance agents & financial services companies)

linkedin.com/in/amymcilwain |  facebook.com/FSMfanpage | @InsuranceMktg

 

2.   April Rudin (wealth managers, financial services firms in affluent segment)

linkedin.com/in/aprilrudin  | facebook.com/therudingroup  |  @TheRudinGroup

 

3.   Bruce  Johnston (financial community, its advisors & entrepreneurs)

linkedin.com/in/dbrucejohnston |  @advisolocity

 

4.   Catherine Sherwood (clients include financial services firms)

linkedin.com/in/catherinesherwood | @catesherwood

 

5.   Gerri Leder (financial advisors/RIAs, broker-dealers & mutual fund companies)

linkedin.com/pub/gerri-leder/0/456/5a7  |  @LederMark

 

6.   Glen Gilmore (financial services & others)

linkedin.com/in/GlenDGilmore   |   facebook.com/glen.gilmore   |   @FinancialSM

 

7.   Jay Campbell (accounting, finance, law and other firms)

linkedin.com/in/jaycampbell   |  facebook.com/StrategicSocialConsulting   |   @SocialConsult

 

8.   Jay Palter (financial services and creative sector)

ca.linkedin.com/in/jaypalter  |  facebook.com/jay.palter  | @jaypalter

 

9.   Kristen Luke (independent financial advisors)

linkedin.com/in/kristenluke |  facebook.com/WealthManagementMarketing |  @KristenLuke

 

10.   Michelle Golden (wealth managers / financial advisors, accountants, lawyers)

linkedin.com/in/michellegolden |  facebook.com/GoldenPractices |  @michellegolden

 

11.   Mike Byrnes (prior financial services experience)

linkedin.com/in/mwbyrnesjr |   facebook.com/ByrnesConsulting |  @ByrnesConsultin

 

12.  Monika McGillicuddy (real estate agents)

linkedin.com/in/monikamcgillicuddy   |   facebook.com/monika.mcgillicuddy   |   @monikamcg

 

13.   Naomi Trower (mortgage brokers & realtors)

linkedin.com/in/naomitrower |  facebook.com/RealEstateSocialMediaMarketing |  @NaomiTrower

 

14.   Pat Alexander (insurance community)

linkedin.com/in/patalexander1 |  facebook.com/PatAlexanderCom |  @PatAlexander

 

15.   Pat Allen (investment management product manufacturers, distributors, providers)

linkedin.com/in/patallen |   @RockTheBoatMKTG

 

16.      Philip Calvert (financial planners, IFAs & wealth managers)

uk.linkedin.com/in/socialmediaspeaker |  facebook.com/SocialMediaSpeaker |  @philipcalvert

 

17.   Robyn Sharp (small businesses, including insurance)

linkedin.com/in/robynsharp |  facebook.com/SharpMarketing |  @Robyn_Sharp

 

18.  Sarah Johnson (accounting, financial services, law and other firms)

linkedin.com/in/sjjohnson   |   @sarah_johnson28

 

19.   Scott Peterson (financial professionals plus others)

linkedin.com/in/scottthepeterson  |  facebook.com/relaystationmedia |  @sthepeterson

 

20.   Stephanie Sammons (financial advisors, financial services firms & professionals)

linkedin.com/in/stephaniesammons | facebook.com/wiredadvisor |  @wiredadvisor

 

Have you’ve worked with a marketer who should be on this list?

 

by InvestmentPal

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Pinterest (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

Filed Under: accounting social media marketing, financial social media marketing, How to, insurance social media marketing, real estate social media marketing, Recent, Savvvy

register for investmentpal beta

Reader Interactions

Comments

  1. Ryan Key says

    September 16, 2014 at 9:54 pm

    I’m going to have to connect with everyone on this list.

    Reply
    • InvestmentPal says

      September 17, 2014 at 3:33 am

      Hope that leads to some fruitful relationships, Ryan.

      Reply
  2. Christopher Paradiso says

    October 17, 2012 at 12:45 pm

    Congrats to Pat Alexander she is a wonderful person who is pushing envelop, You all are deserving but I have to say Pat’s smile and her attitude is contagious and I wanted to wish her and all the others a HUGE Congrats!

    Reply
  3. Bruce Johnston says

    September 28, 2012 at 2:49 pm

    Thank you very much! What a terrific list of serious social media professionals each making a difference by being the difference!

    Reply
    • InvestmentPal says

      September 29, 2012 at 12:32 am

      Well said, Bruce. Thanks for making a difference!

      Reply
  4. Rhonda Sherwood says

    August 25, 2011 at 12:55 am

    Great resource. Thanks for sharing!!

    Reply
    • InvestmentPal says

      August 25, 2011 at 1:24 am

      You’re welcome, Rhonda. Glad you find this useful.

      Reply
  5. Alex Wingert says

    May 24, 2011 at 11:18 am

    Looks like I’m a little late finding this great list but hey, rather late than never!

    Reply
    • InvestmentPal says

      May 25, 2011 at 6:54 pm

      Hi Alex, Thanks! Great to have you drop by.

      Reply
  6. Jay PALTER says

    April 20, 2011 at 9:59 pm

    Great resource for advisors.

    Love to be included in your future list.

    Jay

    Reply
    • InvestmentPal says

      April 24, 2011 at 9:41 am

      Hi Jay, Thanks for visiting! Will definitely check out your blog and social media channels.

      Reply
  7. Naomi Trower says

    January 22, 2011 at 5:09 pm

    What an incredible resource! Thanks so much for including me. I was thinking to myself, “Oh wow I have to connect with these people” and I was happily surprised to see my own name. :) Thanks so much!

    Reply
    • InvestmentPal says

      January 23, 2011 at 11:45 pm

      Hi Naomi, Thanks! Wouldn’t miss you on this list!

      Reply
  8. Pat Allen says

    January 10, 2011 at 6:32 am

    This is a terrific resource! Thanks for compiling–and including me on it.

    Reply
    • InvestmentPal says

      January 11, 2011 at 8:59 am

      Hi Pat, You’re welcome. Thanks for dropping by!

      Reply

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Primary Sidebar

Join 40,000+ of your peers

  • Facebook
  • LinkedIn
  • Pinterest
  • Twitter

Click to follow

Search

Archives

Finance and real estate Youtube Playlists

Financial services & real estate Youtube playlists to follow from 40 channels

July 24, 2023

financial planning podcasts

Finance Podcast RSS feed urls to follow from 30 sites

April 27, 2023

Finance RSS feeds to follow

Finance RSS feeds to follow from 30 sites

December 8, 2022

social media savvy barrons 100

51 social media savvy wealth managers who made Barron’s Top 100 in 2022

September 26, 2022

Pinterest savvy realtors

25 Pinterest Savvy Realtors and Mortgage Professionals

June 1, 2022

real estate covid

Impact of Covid-19 on customer engagement for realtors

April 4, 2022

happy 2022

Wishing you a Happy 2022!

January 2, 2022

Impact of Covid-19 on customer engagement for insurance agents

November 12, 2021

social media savvy wealth managers barrons top 100

50 social media savvy financial advisors who made Barron’s Top 100 in 2021

September 19, 2021

financial advisor search google trend

Impact of Covid-19 on customer engagement for wealth managers

July 26, 2021

25 Pinterest Savvy Insurance Professionals

25 Pinterest Savvy Insurance Professionals

April 5, 2021

welcome-2021

Welcome 2021!

December 31, 2020

Barron's Top 100 social media savvy

47 social media savvy wealth managers who made Barron’s Top 100 in 2020

September 21, 2020

>>

Terms   Privacy  

© 2023 InvestmentPal