Who To Follow
You can use the several Twitter directories on the Web (WeFollow.com, Twellow.com, etc.) to find accounts to follow based on keywords, but be prepared for some iffy quality.
AdvisorTweets is your source to find U.S.-based financial advisors who are using their Twitter accounts for business purposes—with the possible exceptions after business hours during high sporting event periods (e.g., March Madness, Monday Night Football, etc.).
Twitter Lists
While logged into Twitter, click on these lists to follow the following Twitter lists (see How To Use Twitter Lists for an explanation):
- All AdvisorTweets advisors
- Advisors on AdvisorTweets who are investment advisers/RIAs
- Advisors on AdvisorTweets who are certified financial planners (CFPs)
If you want to branch out and follow more than financial advisors, take a look at the @RockTheBoatMKTG FinancialAdvisorsResource list. This list is a virtual treasure trove of advisor technology specialists (e.g., @BillWinterberg), advisor and investment communications professionals (e.g., @SusanWeiner), 401(k) specialists, etc.
We meet many of these Twitter users when they begin to follow @AdvisorTweets. Because the AdvisorTweets Twitter account follows financial advisors only (otherwise the stream and trending tags and themes would be skewed with non-financial advisor content), our Rock The Boat Marketing Twitter account @RockTheBoatMKTG often reciprocates an AdvisorTweets follow and consistently adds to this list, which we’re making public now. (See About AdvisorTweets for an explanation of the relationship between AdvisorTweets and Rock The Boat Marketing.)
Financial Advisors by Specialty
Here’s a list of advisors by specialties as extracted from their Twitter bios:
Media Mavens
- @Alan Haft, Author of You Can Never Be Too Rich
- @MatthewSapaula, Talk show host of Chicago’s Money Smart Radio
- @DavidMcPherson, ABC News.com columnist
- @Bryanbinkholder, Author, radio show host
- @HardWorkinMoney, Author of Your Nest Egg Game Plan
- @JulieMCasserly, Author of The Emotion Behind Money, National Radio Host
- @Onthemoneyguru, Host of WXEL’s On The Money and frequent guest speaker on CNBC
- @DanSolin, Financial columnist for Huffington Post & AOL, author of The Smartest Retirement Book You’ll Ever Read
- @Danaanspach About.com’s Guide to Money Over 55
- @RickKahler, Author, speaker, columnist
- @LifeSpanPlan, Author of Tax Resolution and Financial Freedom
- @MichaelBRubin, Author of Beyond Paycheck to Paycheck
- @MikeBonacorsi, RadioTalk Show Host
- @ETFSage, Author, Index Investing for Dummies; Bond Investing for Dummies; Exchange-Traded Funds for Dummies
- @Kim Snider, Author, speaker, radio talk show host
Affluent clients
High net worth
High net worth families
Private accounts
Peak earners
Business owners
Physicians
Next generation
Women
@Curtisfinancial, @SarahTolsonCFP, @Investing4women
Business owners
Performing and creative artists
Career changes
Retired couples
College planning
Retirement plans
@401kDoc, @Smart401k, @FiduciaryPro, @thanl, @rwohlner
Retirement planning
@JeremyVoh, @PNW_Retirement, @retirementplanr, @ChristianWood
Faith-based investing
Christian (Biblical)
Sustainable investing
RSS Feeds
Remember that you can also follow Twitter accounts by adding RSS feeds to your feed reader. AdvisorTweets offers a full feed, feed by state and individual RSS feeds.


