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
Related Moves
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
Josh Brown and Barry Ritholtz want rock-star culture and rocketing growth in one RIA so they hired Jay Tini to manage the paradox
The dynamic New York City super-blogger duo now have a $2.8 billion AUM RIA and a 'massive fanbase' to cultivate, but they also foresee a need to rein in and retain
November 22, 2022 at 2:38 AM
Five RIA Doubletakes: An RIA-only law firm breaks away • Kitces launches picker of 'best of breed' RIA software bundles • Vanguard targets 2070 just as media targets TDFs • SEC fishing for RegBI Scofflaws, including RIAs • CFP appoints first African-American chair
RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots
January 12, 2022 at 3:13 AM
Michael Kitces and Adam Birenbaum are now on the same $50-billion Buckingham team after the blogger called the young CEO with a multi-pronged proposal
Kitces is leaving Pinnacle - after 17 years - for fewer conflicts and more opportunity
March 12, 2020 at 1:45 PM
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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.
