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Practice Management > Marketing and Communications > Social Media

5 to Follow Online

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When it comes to achieving groundbreaking success in any area of life, there is almost always an element of learning that must take place. For instance, if you want to be a famous novelist, it is advisable to study the Hemingways, Faulkners and Tolstoys of the world. Studying success helps you understand the science and art of achieving results.

In the social-media world, the same principle applies. Many financial advisors want to have an impactful online presence, and in order to do so, it’s necessary to research and to model those who know what’s up. Here are five financial professionals who have established a strong social-media presence.

The Financial Soldier, Jeff Rose. Jeff Rose, CFP, is very keen on expressing his personality and background via social media. He creatively combines his military background, financial background and passion for cross-fit into an interesting social-media package. He posts about financial topics and seeks to educate others on financial matters in an engaging and entertaining style. His passion, creativity and authenticity come through in his blog, videos and posts and are worth modeling.

The Social Butterfly, Brittney Castro. Brittney Castro, CFP, is an online social butterfly. She excels in engaging in conversation with professionals and followers on social media. Similar to the other social-media leaders, she frequently adds a personal touch to her tweets, be it commentary, fun facts or memorable quotes. She is also very good about speaking to her target audience (women ages 30 to 40) and cross promoting her website and blog. Brittney is also a superstar on YouTube. Check out her channel to get great ideas on video content.

The Reporter, Jamie Cox. Jamie Cox embraces a relatively serious, professional voice on social media. You won’t find sass or crass in his tweets, only expertise and proficiency. The information he tweets is very similar to the information one would find in The New York Times: relevant topics, both domestic and international. He has undoubtedly established himself as a highly professional and credible financial source.

The Nerd, Michael Kitces. Self-proclaimed “financial nerd,” Michael Kitces claims to provide a “nerd’s perspective” on the financial planning world. He offers a medley of information, ranging from relevant financial articles to technical graphs to thought-provoking quotes. On social media, he’s established himself as a thoughtful, engaged resource for simplifying the complex nature of financial topics.

The Witty Financial Expert, Josh Brown: Josh Brown is well known for his sarcastic, witty and amusing social personality. On his networks, he strikes a unique balance between being informative and entertaining. He blasts out a mix of information, ranging from politics and economics to the Olympic Games. On his website, he claims, “I’ll use statistics, satire, anecdotes, pop-culture references, sarcasm, fact, fantasy and any other device that I feel necessary to get my points across.” And that is exactly what he does.

If you are looking for financial social-media leaders from whom to learn, this fabulous group is a great place to start. They each have a specific personality and tone and bring a uniquely valuable perspective to the financial industry.

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