The 25 financial advisors with the biggest online presences -- and a frank analysis of what online omnipotence does (or not) for them
Brightscope's top-100 social media maven list shows that RIA bloggers, tweeters, Facebookers and Youtubers sacrifice client face time to cater to web consumption
Jeff Spears
Social media is a competitive advantage for independent firms that we should take advantage of to build our unique brand. While it requires a time commitment to do it well, I would rather define my own brand than have someone define my brand strategy for me.
Brooke Southall
Jeff,
You do seem to have a great online presence through your blog, your tweets and your astute, good-humored comments on industry websites.
My question: What exactly mean about having someone define your strategy for you. Do you mean in terms of hiring a marketing firm or just letting a reputation/brand develop by word of mouth etc? Can you crystallize the downside of online passivity or brand outsourcing?
thanks,
Brooke
Kevin Dinino
Great piece Lisa and nice to see advisors finally starting to see the light. Five years ago, just the notion a list like this would exist might have been scoffed at by many advisors.
It’s always a great “problem” to have when social media open up doors. That is the intention – to be a great “connector’ for your business.
Related Moves
AdvicePay finds its 'rockstar' leader after 14-month process where external candidate fizzled; now in-house candidate is ready to sizzle
Kelsey Lewis takes charge in Bozeman as president with CEO-like day-to-day duties that include replacing herself as customer success officer.
May 16, 2024 at 1:56 AM
Adam Birenbaum's calls 'Colony' deal -- to create $100-billion super-RIA -- a 'mandate,' but it's also likely a 'prelude' to larger strategic objective, M&A expert says
The 46-year-old CEO of Buckingham Wealth's 'long game' approach keeps paying dividends; it comes down to his approach to relationships
May 7, 2024 at 5:04 AM
Alan Moore can't catch a break; AdvicePay CEO exits after seven months, adding job he hoped to escape back on top of XYPN role; search on for new AdvicePay president
The job will be step below CEO, and new hire must have affinity for both touchy-feely culture and aggressive growth in Montana's wide open expanses
March 9, 2024 at 2:58 AM
Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him
Alan Moore is CEO of both XY Planning Network and AdvicePay -- and he has three young kids; Michael Kitces agreed to let him hire a full-time replacement CEO for AdvicePay -- with some giant reqirements for the new exec.
February 14, 2023 at 3:15 AM
See more related moves
BrightScope, Inc.
Data and ratings for RIAs
Kitces.com
Consulting Firm
Top Executive: Michael Kitces
