Five financial professionals you should be following on social mediaArticle added by Amy McIlwain on September 11, 2012
Amy McIlwain

Amy McIlwain

Denver, CO

Joined: August 26, 2010

“In order to be the best, you must learn from the best” - Unknown

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 Hemingway, Faulkner, Throreau, and Tolstoy. If you long to be a famous musician, you’ll unquestionably benefit from studying Beethoven, Steven Tyler, and Pink Floyd. Studying success helps you understand the science and art of achieving results.

In the social media world, the same principal 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 that have established a strong social media presence.

The Financial Soldier, Jeff Rose:
Jeff Rose, CFP®, is very keen on expressing his personality and background on social media. He creatively combines his military background, financial background and passion for cross-fit for an interesting social media package. He posts about financial topics and seeks to educate others on financial matters in an engaging and entertaining style. On some of his notable blog posts, he talks about savings and budgeting movements. His passion, creativity and authenticity come through in his blog, videos and posts, and are worth emulating.

Twitter: @jjeffrose

The Social Butterfly, Brittney Castro:
Brittney Castro, CFP®, is a social butterfly online. 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 at speaking to her target audience (women ages 30-40) 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.

Twitter: @brittneycastro

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

Twitter: @jamesacoxiii

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.

Twitter: @MichaelKitces

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 the 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!

Twitter: @ReformedBroker

If you are looking for financial social media leaders to get ideas from, this is a fabulous group to follow. They all have a specific personality and tone and bring a uniquely valuable perspective to the financial industry. This is what social media is all about, and I hope you take the time to check them out. Who do you follow on social media?
The views expressed here are those of the author and not necessarily those of ProducersWEB.
Reprinting or reposting this article without prior consent of is strictly prohibited.
If you have questions, please visit our terms and conditions
Post Article