Financial advisers/wealth managers: Looking for advisers with their own blog
I'm looking for advisers who have their own blogs related to their work (or who have had one or who are thinking about one).
Answers (15)
I started FPPad.com in January 2008 to address the issues independent advisers have incorporating technology within financial planning firms. As an operations manager, I'm always looking for technology solutions to add efficiency to firm processes and scalability to support firm growth.
My blogroll links to several advisers and consultants who maintain non-commercial blogs. Included are:
Ben Utley, CFP®: http://www.physicianfamilyfinancialadvisorsblog.com
Michael Kitces, CFP®, etc.: http://www.kitces.com/blog/index.php
Russ Thornton, CFP®: http://www.thorntonwealth.com
Finally, check out Matt Abar's WealthFly.com, he has several reviews of advisers that maintain blogs. Some of the blogs are more commercial than others. Visit http://wealthfly.com/blog/category/advisors
Links:
Russ T
Wealthcare Advisor - Helping People Make The Most Of Their Only Life
Best Answers in: Retirement and Estate Planning (1), Wealth Management (1)
Davis,
Bill Winterberg already beat me to it, but I publish a blog at www.thorntonwealth.com
In addition, I enjoy Bill's blog at FPPad.com along with the other sites he mentions in his answer. I also enjoy BehaviorGap.com, among others.
-Russ
Links:
Chris M
Coach - Freedom Fast Track
Best Answers in: Wealth Management (9), Personal Investing (8), Individual Insurance (3), Personal Debt Management (3), Retirement and Estate Planning (2), Budgeting (1), Corporate Taxes (1), Business Development (1), Personal Taxes (1), Career Management (1)
I have blogged on www.killingsacredcows.com and I am creating another one for www.fireyourfinancialadviser.com.
Links:
Joan L
Chief Underwriter / Underwriting Specialist at Chubb de Mexico
Best Answers in: Personal Debt Management (1), Wealth Management (1)
I have my own blog - website one but it is in spanish, URL below.
Links:
I am considering one. I am concerned about creating another time commitment to maintain it. I am curious what the return on the time investment has been for those who maintain a blog.
On my own blog (WealthFly), I've been doing a running series on advisors who blog. Here it is:
http://wealthfly.com/blog/category/advisors/
Clarification added August 25, 2008:
Oops--I didn't notice the earlier plug. Thanks Bill.
Hi Davis,
We have looked into this and considered it to be an important tool but can't get past the compliance end of it. As every blog is essentially advertising the oversight seems to take away from the spontaneity and intimacy of the process.
Hope you are doing well.
I have utilized a blog for my practice for over 3 years. I have found it to be an extremely effective tool to communicate with my clients and prospects. I used the Wordpress CMS, which allows for a web novice to add content (i.e. write posts) and manage his or her site. With a little html knowledge, you can start to do some pretty cool things such as linking to other pages on your site or to other sites that are discussing similiar topics. Level Ten Interactive developed my site and it was very affordable. Here are links to my site and Level 10:
Links:
Karla A
Finance Business Manager - Emerging Markets Sales Compensation Segment Lead
Our company has a blog on general and current financial planning issues and investing:
http://cathypareto.blogspot.com/
Rob I
Chief Investment Officer-Emerald Asset Advisors and Lead-Manager, EAS Genesis Mutual Fund
Hi, Davis. My colleague Matt MacEachern forwarded your request to me. I produce what you might classify as a blog, but I'll leave it to you to determine if it fits your criteria. About once a week I write GreenThought$, which is sent to clients, friends and other investment advisors. If you go to our firm's website, www.emeraldassetadvisors.com, you will see a link to the past issues (through July) on the home page. Check it out and let me know if I can help you with the story or project you are working on. I have been a contributor to Investment News several times as you will see if you search my last name, Isbitts, on your site. Bruce Kelly and others there know us well. Let me know via email at risbitts@emeraldasset.com if we should speak on this. Glad to help if I can.
Best regards,
Rob
Kristine M
Certified Financial Planner, Certified Public Accountant, President - Beacon Financial Advisors
I have a couple, but I don't post as much as I should, so pardon the dust ;)
http://www.beacon-advisor.com/ - my main website and blog
http://internetbiztaxtips.com/blog/ - blog I setup for tax tips for online business owners
Looking forward to checking out the other blogs listed!
Randy B
President of Centurion Advisory Group
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Hi Davis,
Check us out at www.centurionag.blogspot.com. I've also added it below. Note that this is a combo biz and personal blog, and isn't updated daily.
I would value your input.
Randy
Links:
Anthony P
Senior Investment Adviser Rep./ Financial Planner at Principal Financial Group
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Contact me privately. There are several blogs and experts that I can connect you with.
I am a former planner (still currently appointed as IAR).
Hi,
This is Wayne, from Singapore.
www.waynekoh.com is a blog where I share personal finance and investing ideas with clients and readers. I am a financial advisory consultant.
Links:
Ace C
President/CEO: Camtrading.com - Managed Accounts Platform Long/Short Index Funds +23.98% in 2008.
Best Answers in: Search Marketing (1), Starting Up (1)
Hi Davis,
Our blog can be found at the web resources below.
Thanks,
Ace Custodio
Custodio Asset Management
www.camtrading.com
