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?
Ryan Key says
September 16, 2014 at 9:54 pmI’m going to have to connect with everyone on this list.
InvestmentPal says
September 17, 2014 at 3:33 amHope that leads to some fruitful relationships, Ryan.
Christopher Paradiso says
October 17, 2012 at 12:45 pmCongrats 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!
Bruce Johnston says
September 28, 2012 at 2:49 pmThank you very much! What a terrific list of serious social media professionals each making a difference by being the difference!
InvestmentPal says
September 29, 2012 at 12:32 amWell said, Bruce. Thanks for making a difference!
Rhonda Sherwood says
August 25, 2011 at 12:55 amGreat resource. Thanks for sharing!!
InvestmentPal says
August 25, 2011 at 1:24 amYou’re welcome, Rhonda. Glad you find this useful.
Alex Wingert says
May 24, 2011 at 11:18 amLooks like I’m a little late finding this great list but hey, rather late than never!
InvestmentPal says
May 25, 2011 at 6:54 pmHi Alex, Thanks! Great to have you drop by.
Jay PALTER says
April 20, 2011 at 9:59 pmGreat resource for advisors.
Love to be included in your future list.
Jay
InvestmentPal says
April 24, 2011 at 9:41 amHi Jay, Thanks for visiting! Will definitely check out your blog and social media channels.
Naomi Trower says
January 22, 2011 at 5:09 pmWhat 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!
InvestmentPal says
January 23, 2011 at 11:45 pmHi Naomi, Thanks! Wouldn’t miss you on this list!
Pat Allen says
January 10, 2011 at 6:32 amThis is a terrific resource! Thanks for compiling–and including me on it.
InvestmentPal says
January 11, 2011 at 8:59 amHi Pat, You’re welcome. Thanks for dropping by!