30 Thought Leaders You Should Be Following in Financial Social Media
This past year has seen a flurry of activity in the financial social media space, and I expect that the momentum will continue in 2012 There are plenty of people to thank for the progress that is being made in our industry, and I’ve been fortunate to get to know, and work with many this year.
It should come not be a surprise to learn that I became acquainted with the majority of the thought leaders below through a social network such as Twitter, LinkedFA, WiredAdvisor, or LinkedIn. The fact that I have found a community of like minded individuals that share a passion for social media in Financial Services illustrates the power of social networking. The list includes writers, advisors, founders, social media strategists, entrepreneurs, and marketing specialists. In their own way each has enriched my understanding of social media in Financial Services, and has helped make me a better consultant and curator of information. Thank you all!
Here are the 30 thought leaders you should be following in Financial Social Media:
- Pat Allen (@rocktheboatmktg)- Principal, Rock The Boat Marketing
- Samantha Allen (@investius)- Managing Director, Investius
- David Armstrong (@davidbarmstrong) CFA, Managing Director, Monument Wealth Management
- John Bishara (@linkedfa)- CMO, LinkedFA
- Jason Bishara (@jbishara)- CEO, LinkedFA
- Chad Bockius (@bockius)- CEO, Socialware
- Debra Borchardt (@wallandbroad)- Markets Analyst, The Street.com
- Diana Britton (@diana_britton)- Staff Writer, Registered Rep Magazine
- Mike Byrnes (@byrnesconsultin)- Founder & President, Byrnes Consulting
- Brent Carnduff (@echelonseo)- President, Echelon Business Solutions
- Sarah Carter (@sarahactiance)- VP Marketing, Actiance
- Brittney Castro (@brittneycastro)- CFP®, Financially Wise Women
- Mark Cohen (@markhcohen)- AVP-Digital, Cambridge Investment Research
- Cathy Curtis (@curtisfinancial)- CFP®, Curtis Financial Planning
- Vince Esposito (@vince3sposito)- Independent Financial Professional, Esposito Financial
- Glen Gilmore (@glengilmore)- Principal, Social Media Law Today
- D. Bruce Johnston (@dbjassociates)- President & CEO, DBJ Associates
- Mike Langford (@mikelangford)- Sr. Social Business Strategist, Socialware
- Rich LoPresti (@richlopresti)- Founder, RecommendedAdvisor.com
- Amy McIlwain (@insurancemktg)- President, Financial Social Media
- Jay Palter (@jaypalter)- Principal, Palter Social Media
- Scott Peterson (@sthepeterson)- Co-Founder, Relay Station Social Media
- Jaime Punishill (@jpunishill)- Global Head Wealth Online, Thomson Reuters
- April Rudin (@therudingroup), Founder & CEO, The Rudin Group
- Stephanie Sammons (@stephsammons)- Founder & CEO, Wired Advisor
- Joyce Sullivan (@joycemsullivan)- Founder & CEO, SocMediaFin
- Marie Swift (@marieswift)- President & CEO, Impact Communications
- Susan Weiner (@susanweiner)- Author, Investment Writing
- Bart Wisniowski (@bartwisniowski)- CEO, Advisor Websites
- Stacy Yamaoka (@stacyyamaoka)- Implementation Manager, Socialware
I’ve created a special Thought Leaders 2012 list on Twitter for all the individuals listed above, and invite you to follow #socialFA for posts related to Social Media in Financial Services curated by me.
Who else should be on this list? Please feel free to add your own selections in the comment section, or send me a tweet @victorgaxiola with the Twitter handle of your selection (be sure to include hashtag #socialFA).


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Nice list Victor. Thanks for putting it together.
I guess I’m a bad twitter person if I don’t leave my handles . . .
@frazerrice
@frazerwealth
A good group of people to hear from on the developments in this rapidly emerging space . . . .
“Rapidly emerging” is right. Whereas many other industries are further ahead in social media adoption and implementation the financial services industry is still in the infant stages of development. Fortunately that means there is a lot of opportunity for early adopters to make an impact and help steer the direction of the industry in this space. The thought leaders on this list are doing exactly that. Thank you for your feedback.
What a great list! Thanks for putting this together, Victor. I’m in the process of writing my thesis on financial services and social media. If anyone has information, ideas, or case studies they’d like to share, or if anyone just wants to network generally please get in touch! @stephdress
Thanks Stephanie and good luck with the thesis. Any one of the people on this list would be a great resource for providing feedback and case studies on social in financial services. We each come to the subject from different backgrounds and experience, which is why we all continue to learn from one another. Take care!
Victor, you’ve put together an awesome list of financial services social media heavy-hitters, and the Twitter list and hashtag are great ideas, too. Thanks so much for including me in your curation. Happy holidays!
You are welcome. I anticipate the list will grow in 2012 as the audience of users increases and more firms embrace the social evolution. Thank you for your continued contributions. Happy Holidays!
Great list – and thanks ever so for including me! here’s to 2012 and what that brings us all !
You are welcome Sarah. I have a great feeling about 2012- it’s going to be a special year. Happy Holidays!
Great list, Victor! I follow some of these people but there some new names that I’m excited to check out! Looks like I may need to create a new Twitter list
Thank you Amy. Your contributions have been significant this year and I wish you continued success in 2012.
This is great!
There are some pretty great #finserv #sm minds on here.
I would like to recommend @Belbey (Joanna Belbey – Actiance) to be considered for this list next year.
@Julie_Meredith
http://www.radian6.com
Thank you Julie for the feedback. I am going to keep adding to the list and re-publish it periodically as the number of thought leaders in this space continues to grow. Take care.