9 FinServ Influencers to Follow in 2018

Marketing • Posted on Jan 30, 2018

It’s the New Year, and time to kick your marketing plans into high gear! The financial services industry can be tricky to navigate - like I needed to tell you that - and learning how to attract the right clients can take years to master. But I’ve got good news for you, we’re here to help you stick to those marketing resolutions by sharing with you a few of our favorite FinServ influencers to follow in 2018. Get ready to be inspired, and engage with some of the top thought leaders in the field!


For this list, we wanted to shine the light on individuals doing fantastic work in the Finserv industry. Not only are they inspiring, but also sharing insights on navigating the increasingly complex world of compliance, marketing, business development, fintech and more - not to mention with flare and often in just 280 characters.


*Note - This list is in no particular order; we love all of the influencers equally.*


Ron Shevlin


Read Ron’s column here.

Ron is the Director of Research at Cornerstone Advisors and regularly shares to the minute updates on what’s happening in the big world of Financial Services. He’s also the author of hugely successful Smarter Bank: Why Money Management is More Important than Money Movement. Grab your copy here.


Jennifer Barrett


Check out the newest articles from Jennifer and her team here.

Grow from Acorns Advisors is a fantastic resource for financial education for you and your clients. As the Editor-in-Chief Jennifer’s social’s are chocked full of on the pulse financial education, news, and more. Not to mention she’s an contributor to Forbes, CNBC and Newsweek!


Joanna Belbey


Follow her on LInkedIn to get her top tips!

Possibly the hardest part about attracting the right client is educating while being compliant. And Joanna Belbey is here to help you navigate those tricky waters. Joanna specializes in helping regulated firms get social through strategic email, social and more while complying with the rules.


Bradley Leimer


Watch Bradley’s FinTech Series here.

Bradley is a FinTech wizard. As the Managing Director and Head of FinTech Strategy for Explorer Advisory & Capital, his new 8 part YouTube series in partnership with Linkedin shares how technology will impact the customer experience and what has driven the rise of FinTech - definitely worth a watch!


Megan Greene


Megan’s Twitter is full of insight into what’s happening today with the financial markets. As a chief economist at Manulife and John Hancock Asset Management, Megan writes about all things finserv while also being a Sunday Business Post columnist.


Peter Aceto


Check out Weology here.

As the former CEO of Tangerine Bank, Peter has incredible insight into the vast financial services industry. He is also the author of best-selling Weology: How Everybody Wins When We Comes Before Me about the “people-first” leadership strategies that have made Tangerine Canada’s leading direct bank, with more than 1.9 million clients and close to $40 billion in total assets.


Bill Sullivan


Read all of Bill’s insights here.

Bill is the Global Head of Financial Services Market Intelligence at Capgemini and strongly demonstrates his understanding of how customer experience and marketing intersect in financial services.


Yosef Levenstein


Yosef is responsible for client success at Harvest Exchange (HVST). He specialized in helping Financial professionals hone in on their content marketing to leverage their content to grow their businesses efficiently.


Bonus: Advisor Websites

Hey, can you blame us? Don’t forget to subscribe to our blog, here. We share the top marketing, design, website tips for financial advisors and so much more. Take a look at all the content we make at https://www.advisorwebsites.com/blog.



About Advisor Websites

Founded in 2012, Advisor Websites specializes in helping financial advisors stand out and grow their business online with conversion-friendly, personalized websites and targeted digital marketing solutions, all which follow FINRA and SEC guidelines.

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.

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