Recommendations

Listen In On These 2 Advisors’ ‘Conversations’

We’ve been watching two financial advisor-initiated “conversations” this week that we recommend to you, as illustrations of social media in action and also because the topics are pretty interesting. We learned of both from the advisors’ tweets, as followed on AdvisorTweets.com.

Over on LinkedIn, @RussThornton posed the question, “In your opinion, what do you think a financial advisor/planner/consultant does for their clients? What do think they should do for their clients?”

On Twitter, Russ will occasionally lob a thought bomb (today’s was “Next time you meet with a financial advisor, pay attention to how much they talk about your money vs. your life. Your life should be priority.”) But we liked the question he asked in the LinkedIn Wealth Management and Retirement and Estate Planning Groups. And we love the fact that businesspeople, entrepreneurs and financial planners all are weighing in. Maybe we all can get along!

OK, but then there’s @BehaviorGap who’s mixing it up on the New York Times Bucks blog with his post and napkin art on why variable life insurance is a “lousy” investment. CFP Carl Richards is a pro at simplifying a concept and then taking a position. In this case, the position is not universally shared–or appreciated.

We’ve gotten a kick out of his latest tweets–”Whoops I didn’t mean to start such a fiery debate about life insurance” and “I didn’t mean to take on an entire industry with one napkin.”

Really? Why do we find that so hard to believe? He knows what he’s doing–and how to juice up his readership and followership.

We’ve written about both Russ and Carl before, and we hate to repeat ourselves, but by example these guys are “teaching” the advanced social media class.

What The #fb Hashtag Means

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

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?

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.

AdvisorTweetsUniverseImage

Please Follow @AdvisorTweets–And Some Of Our Favorites

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