Victor Gaxiola

Social Media Thought Leadership
December 21st, 2011 by Victor Gaxiola

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:

  1. Pat Allen (@rocktheboatmktg)- Principal,  Rock The Boat Marketing
  2. Samantha Allen (@investius)- Managing Director, Investius
  3. David Armstrong (@davidbarmstrong) CFA, Managing Director,  Monument Wealth Management
  4. John Bishara (@linkedfa)- CMO, LinkedFA
  5. Jason Bishara (@jbishara)- CEO, LinkedFA
  6. Chad Bockius (@bockius)- CEO, Socialware
  7. Debra Borchardt (@wallandbroad)-  Markets Analyst, The
  8. Diana Britton (@diana_britton)- Staff Writer, Registered Rep Magazine
  9. Mike Byrnes (@byrnesconsultin)- Founder & President, Byrnes Consulting
  10. Brent Carnduff (@echelonseo)- President, Echelon Business Solutions
  11. Sarah Carter (@sarahactiance)- VP Marketing, Actiance
  12. Brittney Castro (@brittneycastro)- CFP®, Financially Wise Women
  13. Mark Cohen (@markhcohen)- AVP-Digital, Cambridge Investment Research
  14. Cathy Curtis (@curtisfinancial)- CFP®, Curtis Financial Planning
  15. Vince Esposito (@vince3sposito)- Independent Financial Professional, Esposito Financial
  16. Glen Gilmore (@glengilmore)- Principal, Social Media Law Today
  17. D. Bruce Johnston (@dbjassociates)- President & CEO,  DBJ Associates
  18. Mike Langford (@mikelangford)- Sr. Social Business Strategist, Socialware
  19. Rich LoPresti (@richlopresti)- Founder,
  20. Amy McIlwain (@insurancemktg)- President, Financial Social Media
  21. Jay Palter (@jaypalter)- Principal, Palter Social Media
  22. Scott Peterson (@sthepeterson)- Co-Founder, Relay Station Social Media
  23. Jaime Punishill (@jpunishill)- Global Head Wealth Online, Thomson Reuters
  24. April Rudin (@therudingroup), Founder & CEO, The Rudin Group
  25. Stephanie Sammons (@stephsammons)- Founder & CEO, Wired Advisor
  26. Joyce Sullivan (@joycemsullivan)- Founder & CEO, SocMediaFin
  27. Marie Swift (@marieswift)- President & CEO, Impact Communications
  28. Susan Weiner (@susanweiner)- Author, Investment Writing
  29. Bart Wisniowski (@bartwisniowski)- CEO, Advisor Websites
  30. 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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19 Responses to “30 Thought Leaders You Should Be Following in Financial Social Media”
  1. […] ideas by adding your creative spins to existing ideas. Red 7 Marketing compiled a great list of 30 Thought Leaders You Should Follow in Financial Social Media. Some other businesses that produce quality content and have solid online presences are this […]

  2. […] Mike Langford (@mikelangford)- Sr. Social Business Strategist, Socialware […]

  3. […] ideas by adding your creative spins to existing ideas. Red 7 Marketing compiled a great list of 30 Thought Leaders You Should Follow in Financial Social Media. Some other businesses that produce quality content and have solid online presences are […]

  4. […] well over a year now I, among others, have been championing the need for the financial services industry to adopt social media tools to […]

  5. […] of “30 thought leaders you should be following in financial social media.” Here’s Victor’s post and here’s the Twitter list he created to make it easy to follow the group that I was fortunate […]

  6. Nice list Victor. Thanks for putting it together.

  7. I guess I’m a bad twitter person if I don’t leave my handles . . .

  8. 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.

  9. 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!

  10. 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!

  11. Great list – and thanks ever so for including me! here’s to 2012 and what that brings us all !

  12. 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 :)

  13. 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. :)


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