Archive for September, 2009
IRAs? Fresh Thinking From Financial Advisors
Sep 30th
Investing for retirement is a favorite focus of financial advisor tweets shared on AdvisorTweets.com. Here’s a sampling of tweets this week pointing to useful articles on Individual Retirement Account (IRA) topics.
@KimSnider New Guidance from IRS on RMD Holiday in IRA http://zz.gd/aca41e
@smallbiz401k Survey: Strong Bipartisan Support for Automatic IRA – U.S. News & World Report http://bit.ly/90kzN
@sage_cupo RT @BillWinterberg Concise tax paper on pros & cons of Roth IRA conversion opportunity in 2010. Richard Kaplan on SSRN: http://bit.ly/J7xHc
@jeffrosecfp New Post What Are Your Options for a 401k Rollover to IRA?: When you leave your job, either voluntary o.. http://bit.ly/1i5mDj
@AlbertyFP Donating Money From an IRA: http://online.wsj.com/article/SB125400012959643737.html
@BreakingAway: New blog post: Job change? Employer stock in your old 401k? Read before IRA rollover! http://bit.ly/vfvJK
If you want to know what financial advisors think on a given topic, you’ll find our Search to be a helpful resource.
What The #fb Hashtag Means
Sep 28th
AdvisorTweets provides the Trending Tags widget as one means of displaying conversational patterns across the tweets sent by the financial advisors we follow.
Twitter users use the # symbol, called a hashtag, to bundle their tweets around a topic. Hashtag usage can boost the visibility of a Twitter account.
But the #fb hashtag is different. Advisors who use it are taking advantage of an automated process to update their Facebook pages. Not all tweets are golden and deserve mention on Facebook, too. The #fb enables advisors to select the tweets they want to appear.
You can go here to read more about establishing the Twitter to Facebook link.
Financial Advisors’ Video Picks
Sep 25th
Another weekend, another trip to the video store?
For a change of pace, check out these video recommendations made this week by financial advisors, as seen on AdvisorTweets.com.
@DamiBoulder: #DFA just posted a great video on Government Intervention and Stock Returns. http://bit.ly/3BmVRg (expand)
@jessefelder Julian Robertson on the Markets [Video] http://post.ly/69m7
@4thQtrCoach Hilarious Video: YouTube – Waking Up Is Hard To Do http://ow.ly/qUZZ
@rbuckner How To Get Out Of Debt. Learn how to get out of Debt…..the fun way! video here: … http://bit.ly/16qaEl (scroll down to September 18 entry)
@Dilligas66 How to Make Money with Web Video: Books and DVDs [MediaMemo]: Michael Spiegleman has a Web video hit on his hand.. http://bit.ly/j7WAP
We used Search to create this collection–it comes in handy if you think you might have missed something in the financial advisor stream or saw a tweet and then wanted to find it again.
How Can You Be A Postage Stamp-Size Standout?
Sep 24th
The AdvisorTweets universe page can be a pretty helpful resource when you’re thinking about what you should show in your 48×48 (pixels) Twitter icon. That’s the picture that accompanies your tweets, both on your own Twitter page and in the running streams on mobile phone applications like Twitterberry for the Blackberry or Tweetie, one of the many iPhone Twitter apps.
When branding, it’s common practice for marketers to lay competitors’ logos down and look at them all together to plan how the new brand can stand out. The same exercise could work for you as you use Twitter to market your thought leadership.
For inspiration, here’s a snapshot of our 213 bright, shiny faces and logos as of today.

They Can Try, But Mishaps Won’t Keep Us Down Long
Sep 24th
AdvisorTweets’ developers want to know who I murdered in a previous life. Nobody…that I can remember.
But I get their point—in its first week AdvisorTweets.com has taken a few shots, the most recent of which was last night. A disk failed on the dedicated server we had to hurriedly move to last Friday. Disks fail but did ours have to, just as we were recovering from the Twitter account issues? Somebody call the waa-ambulance!
We mention this to you now to apologize if you tried to reach the site this morning and saw our Site Maintenance page, again.
The site itself is always fresh, thanks to our Twitter updating. But we lost some content on this blog. While we could recreate a few of the posts, we wouldn’t have the comments so we’ve decided to press on without either.
@BillWinterberg, stop by again and we’ll try to take better care of your comment on using Twitter’s direct messages.
We’ll Take It As A Vote Of Confidence
Sep 17th
Imagine our surprise Monday when we received a #MarketerMonday (similar to the #FollowFriday recommendations but not as common).
We’d like to thank our Maker, the family and friends we’ve been neglecting as we pursued our dream and—oh, wait a minute, AdvisorTweets wasn’t actually a live site on Monday. At that point, we were still following our test accounts, Ryan Seacrest, Oprah and the Colonel Tribune.
We appreciate the shout-out, nonetheless, and refuse to let ourselves wonder about the due diligence underlying previous #MarketerMonday recommendations sent to @RockTheBoatMKTG.
These Fellows And Ladies Are About to Mellow
Sep 17th
It’s Thursday afternoon, and the weekend will be here before you know it.
We’ve been at this less than 24 hours and already we’re thinking about the weekend? Yes but more about financial advisors’ weekends than our own.
While compiling Rock The Boat Marketing’s social media directory of financial advisor Twitter accounts (the work that inspired AdvisorTweets.com), we learned quickly to avoid the weekends. On the weekends even the most professional of advisors let their hair down and made some personal comments on their business Twitter accounts. We really needed to see their workweek tweets (trying saying those two words fast!) in order to assess whether we’d benefit from following them.
AdvisorTweets is a mosaic of financial advisors living, breathing, working and enjoying their community. Golf and music and other forms of recreation are going to creep into the trending topics and tags starting soon. Nobody should be surprised by that.
From experience we also know that many of the same advisors will be tweeting about the Saturday Wall Street Journal and latest issue of Barron’s, among other investment topics, all weekend. And watch Sunday night, when even more log on and plug back in, preparing for another week.
In short, we’re confident of the professional nature of the advisors’ accounts that make up AdvisorTweets. It’s all good.
Please Follow @AdvisorTweets–And Some Of Our Favorites
Sep 16th
Of course, AdvisorTweets has a Twitter account and we’ll be using it–follow us, please!
But since we’re not financial advisors, don’t look for our tweets in the AdvisorTweets stream. Mixing non-advisor tweets would skew the trending topics, tags and links.
Update: We’re also going to maintain a very conservative re-tweeting strategy. AdvisorTweets showcases the tweets of financial advisors. To give an extra boost to some would be preferential, we think. Instead, we’ll re-tweet valuable tweets from accounts that aren’t part of the stream. Thanks for understanding and let us know if you think we’re being unnecessarily fussy.
Many others use Twitter to share content relevant for financial advisors, and the same goes for them. Though we can’t include their work on AdvisorTweets, the least we can do is list some of our favorite individual Twitter accounts here, in alphabetical order:
- LeslieBanks, Director of Marketing, Financial Communications, Morningstar
- DavidGeracioti, editor-in-chief, Registered Rep magazine
- AndrewGluck, CEO of Advisor Products
- KristenLuke, marketing consultant for independent financial advisors
- MLimbacher, responsible for product support and demonstrations of fi360′s Tools
- Newrulesinvest—Zack Miller, a writer “following the intersection between finance and Web 2.0”
- PittsburghPR, Pittsburgh PR maven Mary Ann Miller
- TamelaRich, ghostwriter for financial professionals
- RockTheBoatMKTG, digital marketing strategy consultant Pat Allen (also founder of AdvisorTweets)
- StephSammons, financial services marketing entrepreneur
- SusanWeiner, financial writer-editor
- BillWinterberg, technology editor at advisors4advisors.com
About AdvisorTweets’ State-by-State Listing
Sep 16th
A quick FYI for financial advisors: If your Twitter bio doesn’t show the state (or state abbreviation) that you’re tweeting from, you won’t be included in AdvisorTweets.com’s listing of financial advisors by U.S. state.
Update your bio and AdvisorTweets’ listing will update, too.


