Meet AdvisorTweets’ Top 5 Financial Advisors In March
Given the heightened interest in financial advisors and their growing adoption of social media, we’re committed to doing a better job of mining and sharing AdvisorTweets data.
With the close of the month, we thought we’d introduce you to the top advisors (in number of tweets sent) for the month of March. Even though we’re calling the end of month at noon CDT today, @MKTWealth’s March tweet total gives it a comfortable lead that we think will stick.
More than 2,800 tweets were sent by AdvisorTweets’ top five in March. If you’re a Twitter user yourself, you know that Twitter takes work—if nothing else, let’s give our five gentlemen props for the commitment.
But for us to publish just a list of the top tweeters would have limited value. Fortunately—and this is something we repeatedly stress with our Rock The Boat Marketing consulting clients—almost every aspect of an unprotected Twitter account is observable and able to be reported on. (Remember that AdvisorTweets is a curated site that follows Twitter accounts of financial advisors who are using Twitter for business purposes. In other words, they are tweeting to be followed and read.)
So, we’re augmenting the list with some insights available from TweetStats.com and tweet clouds generated by Wordle.net via TweetStats. The clouds will give you an idea of what the scope of the accounts’ tweets.
And now, without further ado, meet the financial advisors tracked by AdvisorTweets who sent the most tweets in March 2010.
#1 @MKTWealth (954 tweets)
March’s top-tweeting account belongs to Matthew Todsen of MKT Wealth Management, a Costa Mesa, CA, investment advisory firm. After relatively low activity in its first six months on Twitter, @MKTWealth kicked up the tweeting in February, sending more than 1,000 tweets in a short month. As the tweet cloud shows, most tweets are related to market events.
A peek into Matthew’s social media strategy: As prolific as @MKTWealth is, the link in the Twitter profile goes to an invitation-only blog.
#2 @SmallBiz401k (890 tweets)
Having created the @SmallBiz401k account in May, CFA Matt Hudgins of Mosaic Wealth Management, LLC has been a steady tweeter since December. As you might expect from the account name, his tweets are retirement plan-focused.
Matt’s style is to include a shortened URL to his Web site at the start of each tweet. It overwhelmed the Wordle image so we’re showing the tweet cloud provided by TweetStats.
#3. @RWohlner (443 tweets)
Chicago-area CFP Roger Wohlner is author of a December 2009 blog post we repeatedly refer others to when they wonder why financial advisors tweet. Roger is one of the most “generous” tweeters (he ranks in the 99.78 percentile, according to Retweetrank.com), and the tweet cloud reflects that.
#4. @JesseFelder (328 tweets)
@JesseFelder is the oldest Twitter account in this group (dating back to March 2007). It belongs to Jesse Felder, founder of Bend, OR-based investment advisory firm Felder & Company. Jesse is one of AdvisorTweets’ more visual tweeters, as reflected by the prominence of charts, cartoons and pics in his tweet cloud.
#5. @PJSacchetta (238 tweets)
And representing the East Coast is Pasquale J Sacchetta of Westport, CT. President of CFIG Wealth Management, LLC, PJ is an MBA, CLU, AEP and CFP.
PJ’s tweet cloud surprised us. There’s a lot of variety in his tweets, as the cloud reflects but we follow his tweets closely and would have thought that a technology bias would have been more evident. PJ is also a generous re-tweeter (in the 99% percentile on RetweetRank.com).





March 31, 2010 - 3:07 pm
Interesting that #1 & #2 appear to pump in most of their content via an RSS feed.
I’m not criticizing this approach . . . just find it interesting and would be curious to know if this “quantity vs quality” approach helps boost their profile visibility and/or search engine rankings.
Interesting info. Thanks.
[Reply]
March 31, 2010 - 3:36 pm
Pat,
Thanks for the “generous” comment. I RT a lot because there are so many folks on Twitter (many of them my fellow financial advisors) who post interesting material that I want to ensure that my followers see.
Thanks for this post. I now know what a tweet cloud is.
Roger
[Reply]
March 31, 2010 - 4:15 pm
Hi Russ, thanks for stopping by. I appreciate the spirit of the comment.
Twitter accounts that produce a high tweet volume suggest that there’s a perceived value to Twitter as a channel. Of course, you’re right that an account could just turn a spigot on and let it go. Even in such a scenario, I’d be interested in what the advisor’s objective was–and what the continued benefit was.
In taking a look at the data, I was pleased to see that the top tweeters represented a mix of RIAs and financial planners pursuing what seem to be varied strategies.
What I love about AdvisorTweets is that it is a mosaic.
[Reply]
March 31, 2010 - 4:23 pm
I certainly believe in ‘different strokes for different folks’ and am always interested in seeing how people use tools like Twitter in different ways.
I’m certain there are benefits to a “high volume” strategy as well as for a more highly engaged approach. All are subjective terms, of course.
Keep the interesting info coming. I love this stuff
[Reply]
March 31, 2010 - 7:26 pm
Russ,
Do you think the folks who use the RSS feed strategy may have tailored their feed to their clients/prospects? This strategy might have value if the advisors are saying, “You don’t have to scan the news, I’ll do it for you.”
I could see this being valuable for a certain audience.
[Reply]
March 31, 2010 - 8:10 pm
@Susan – Actually, you can setup a highly targeted Google Alert and turn its results into an RSS feed that you can channel into a Twitter account. I’ve seen this done effectively by some folks, but they also monitor and engage in conversation with others, whereas it seems some just pump in info (whether targeted or not) and use Twitter as a broadcast tool only, and not a conversation platform.
I guess it depends on your goals and who your audience is.
[Reply]
April 1, 2010 - 6:26 am
As you can tell, I prefer conversation, too
[Reply]