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Dec 02 2009  

The Top 10 Twitter Feeds for Career-Minded Advisers

By Laura Lorber

Financial advisers looking to use Twitter as a professional-development tool often sort through a lot of noise. The social-media site has much to offer advisers looking to get ahead, but which Twitter feeds are worth following?

Here are 10 Twitter feeds that advisers may want to check into.

1. @Rwohlner. This Chicago-based fee-only financial planner is a conversationalist, often tagging on his own take to other advisers' tweets. His feed offers a window into what's on many advisers' minds nowadays.

Followers: 1,747

Sample tweet: "RT @Glink: Underwater with your mortgage? This guy says walk away: http://bit.ly/4OFkjl"

2. @jessefelder. If you're into technical market analysis or would like to know more about it, check out this former trader's Twitter feed. Jesse Felder seems always ready with a chart and an interpretation of the latest market moves.

Followers: 10,739

Sample tweet: "California Is The Next Dubai http://bit.ly/7Wml3p"

3. @BillWinterberg. Wondering what kind of customer-relationship management system to invest in? This certified financial planner is a technology coach to advisers with a knack for pointing to useful articles and other resources.

Followers: 1,167

Sample tweets: "@susanweiner Here's what the search query should look like: http://twitpic.com/rm9ha Let me know if you still can't find the wave."

4. @curtisfinancial. If you're thinking about using Twitter for marketing, consider following the lead of Bay Area planner Cathy Curtis. She talks about where she's going, including local benefits, restaurants and shops. She engages her community in an authentic voice with a seamless blend of business and personal.

Followers: 2,547

Sample tweet: "If you want a little bit of Paris in your life...go eat at Bistro Jeanty in Yountville...as close as you can get!"

5. @wisebread. This personal-finance blogger serves up budgeting advice worth retweeting to your clients. He also passes along frugal-living tips, coupons and shopping deals.

Followers: 5,497

Sample tweet: "Best of PF Roundup: Does Your Investment Strategy Need to Be on Ritalin? http://is.gd/57Wlu"

6. @AdvisorTweets. Chicago marketer Pat Allen's clients are investment companies seeking to market to advisers, so her tweets tend to reflect the industry zeitgeist. A retweeting queen, she keeps tabs on a wide cross-section of advisers and what they're saying, including tips and news on the field.

Followers: 319

Sample tweet: "New service offers hope for financial advisors who need to archive their tweets http://bit.ly/644zCC"

7. @fiduciary360. This Twitter feed from a blog of trade publication Investment News has become a hub of what's become the Twitter fiduciary community. It frequently flags posts with the fiduciary hashtag (#fiduciary), so that they're easily found through a keyword search.

Followers: 898

Sample tweet: "Fiduciary Q&A on the status of regulatory reform: http://tinyurl.com/ylkp72g"

8. @Advperspectives. This feed from Advisor Perspectives, a trade publication for advisers of high-net-worth clients, offers leading-edge thinking on practice management, asset allocation and efficient portfolio theory.

Followers: 699

Sample tweet: "Read @venturepopulist's: Underachievers Please Try Harder - The Role of Inertia in Asset Allocation http://bit.ly/7FSQd6"

9. @NAPFA. This feed from the National Association of Personal Financial Advisors keeps readers abreast of the latest news government legislation, promotes fee-only planning and spreads the word about fiduciary standards.

Followers: 2,902

Sample tweet: "Financial Planning Coalition has launched a website to educate, engage the public about a fiduciary standard http://bit.ly/aeJKe"

10. @SherylGarrett. This financial adviser and founder of the Garrett Planning Network is a thought leader for bill-by-the-hour planners and an advocate for financial education.

Followers: 181

Sample tweet: "The Peak Age of Financial Reason http://bit.ly/89MitM Helps explain a major reason why elders are targets of financial abuse."

Follow all top Tweeters here with @FINSider's list.

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