---
title: 9 FinServ Influencers to Follow in 2018
description: 2018's Top 9 Financial Services Influencers to Follow on Social Media
image: https://www.advisorwebsites.com/hubfs/Influencer_Marketing.png
---

[![NEW AW + SK LOGO](https://www.advisorwebsites.com/hs-fs/hubfs/NEW%20AW%20+%20SK%20LOGO.png?width=400&height=92&name=NEW%20AW%20+%20SK%20LOGO.png "NEW AW + SK LOGO")](https://www.advisorwebsites.com)

[Back to All Posts](https://www.advisorwebsites.com/blog)

## 9 FinServ Influencers to Follow in 2018

![Marketing](https://www.advisorwebsites.com/hubfs/marbles%20new%20logo.png) 

[Marketing ](https://www.advisorwebsites.com/blog/author/marketing)  • Posted on Jan 30, 2018

![](https://www.advisorwebsites.com/hubfs/Influencer_Marketing.png)

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**

[@rshevlin](https://twitter.com/rshevlin)

[Read Ron’s column here](https://www.crnrstone.com/insightvault/author/ron-shevlin/).

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](https://www.amazon.ca/Smarter-Bank-Management-Important-Movement-ebook/dp/B00YW14F2C/ref=sr_1_1?s=digital-text&ie=UTF8&qid=1516126298&sr=1-1).

 

**Jennifer Barrett**

[@JBarrettNYC](https://twitter.com/JBarrettNYC)

[Check out the newest articles from Jennifer and her team](https://grow.acorns.com/) [here.](https://grow.acorns.com/)

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**

[@Belbey](https://twitter.com/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**

[@Leimer](https://twitter.com/leimer)

[Watch Bradley’s FinTech Series here. ](https://www.youtube.com/watch?v=F6gt7u0KF88&list=PLTMJrcAa63de9UQJbzC2jjOk855aMHblj)

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**

[@economistmeg](https://twitter.com/economistmeg)

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**

[@PeterAceto](https://twitter.com/PeterAceto)

[Check out Weology here.](https://www.amazon.ca/Weology-Everybody-Wins-Comes-Before-ebook/dp/B00MTTID2C)

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**

[@WFSULLIVAN3](https://twitter.com/WFSULLIVAN3?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor)

[Read all of Bill’s insights here](https://www.linkedin.com/in/wfsullivan3/).

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**

[@ylevenstein](https://twitter.com/ylevenstein)

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](https://www.advisorwebsites.com/blog#1). 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](https://www.advisorwebsites.com/blog).

 

![CEO-Graham](https://www.advisorwebsites.com/hubfs/CEO-Graham.png)

### About Advisor Websites, A Snappy Kraken Company

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

 Find Out More With A Personalized Demo

 

**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.

### Book A Demo Today

![blog-book-a-demo-img](https://www.advisorwebsites.com/hs-fs/hubfs/blog-book-a-demo-img.png?width=129&name=blog-book-a-demo-img.png)

Learn how our personalized approach to digital marketing will take your business to the next level.

[ Book a Demo ](https://www.advisorwebsites.com/book-a-demo)

### Join the 25,000+ financial advisors who get articles, tips and advice, right to their inbox!

### Enjoy this post? Share it with others.

[**](http://www.facebook.com/share.php?u=https://www.advisorwebsites.com/blog/9-finserv-influencers-to-follow-in-2018) [**](http://www.linkedin.com/shareArticle?mini=true&url=https://www.advisorwebsites.com/blog/9-finserv-influencers-to-follow-in-2018) [**](https://twitter.com/intent/tweet?original_referer=https://www.advisorwebsites.com/blog/9-finserv-influencers-to-follow-in-2018&url=https://www.advisorwebsites.com/blog/9-finserv-influencers-to-follow-in-2018&source=tweetbutton&text=9+FinServ+Influencers+to+Follow+in+2018)

[ Previous ](https://www.advisorwebsites.com/blog/design-your-website-to-sell-increasing-conversion-rates)

[ Next ](https://www.advisorwebsites.com/blog/webinar-march-life-insurance-lead-generation-best-practices)

## Recommended Articles

[![](https://www.advisorwebsites.com/hubfs/16-1.png) ](https://www.advisorwebsites.com/blog/financial-advisor-marketing-innovator-snappy-kraken-acquires-advisor-websites)

## [Financial Advisor Marketing Innovator Snappy Kraken Acquires Advisor Websites](https://www.advisorwebsites.com/blog/financial-advisor-marketing-innovator-snappy-kraken-acquires-advisor-websites)

 With this acquisition, Snappy Kraken will significantly grow market share while simultaneously expanding its capabilities for serving advisors with ...

[![](https://www.advisorwebsites.com/hubfs/Resources%20Placeholder%20Image%20(1).png) ](https://www.advisorwebsites.com/blog/advisor-websites-releases-state-of-the-industry-report)

## [[NEWS] Advisor Websites Releases Inaugural State of the Industry Report](https://www.advisorwebsites.com/blog/advisor-websites-releases-state-of-the-industry-report)

 Advisor Websites’ Inaugural State of the Industry Report Analyzes Successful Digital Marketing Strategies for Financial Advisors Survey of nearly 500 ...

[![](https://www.advisorwebsites.com/hubfs/scott-graham-5fNmWej4tAA-unsplash-1.jpg) ](https://www.advisorwebsites.com/blog/the-3-fundamentals-to-any-financial-advisors-digital-marketing-strategy)

## [The 3 Fundamentals to Any Financial Advisor’s Digital Marketing Strategy](https://www.advisorwebsites.com/blog/the-3-fundamentals-to-any-financial-advisors-digital-marketing-strategy)

 As a Financial Advisor, your digital marketing strategy is one of the most useful tools in generating new leads for your business. However, it can be ...

[![NEW AW + SK LOGO - WHITE LOGO](https://www.advisorwebsites.com/hs-fs/hubfs/NEW%20AW%20+%20SK%20LOGO%20-%20WHITE%20LOGO.png?width=1300&height=300&name=NEW%20AW%20+%20SK%20LOGO%20-%20WHITE%20LOGO.png "NEW AW + SK LOGO - WHITE LOGO")](https://www.advisorwebsites.com)

Get promos, tips, and news right to your inbox!

**Services**

- [Personalized Website Designs](https://advisorwebsites.com/personalized-website-design/)
- [Digital Marketing Solutions](https://advisorwebsites.com/digital-marketing-solutions/)
- [Additional Services](https://advisorwebsites.com/additional-services/)
- [Client Website Redesign](https://advisorwebsites.com/client-website-redesign/)
- [Enterprise](https://advisorwebsites.com/enterprise/)

**Explore**

- [About Us](https://advisorwebsites.com/about-us/)
- [FAQ's](https://advisorwebsites.com/faq/)
- [Blog](https://advisorwebsites.com/blog/)
- [Careers](https://snappykraken.com/careers)
- [Contact](https://advisorwebsites.com/contact-us/)

**Support**

- [Knowledge Base](https://support.advisorwebsites.com/en/support/solutions)
- [Submit a Ticket](https://support.advisorwebsites.com/en/support/tickets/new)
- [Compliance Support](https://support.advisorwebsites.com/en/support/solutions/35000139004)
- [Support](https://support.advisorwebsites.com/en/support/home)

**Legal**

- [Terms of Use](https://advisorwebsites.com/terms-of-use)
- [Privacy Policy](https://advisorwebsites.com/privacy-policy)
- [Accessibility](https://advisorwebsites.com/accessibility)

Advisor Websites™ is a global leader in website software for the financial and insurance industries. Our award-winning web-based platform is used by professionals including Financial Advisors, Registered Investment Advisors (RIA), Certified Financial Planners (CFP), Insurance Agents and Brokers to create and manage compliant and user-friendly websites.

[* * ](https://www.instagram.com/advisorwebsites/) [* * ](https://twitter.com/advisorwebsites) [* * ](https://www.linkedin.com/company/advisor-websites/) [* * ](https://www.facebook.com/advisorwebsites/)

©2026 Advisor Websites™. All rights reserved.

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Marketing",
    "url" : "https://www.advisorwebsites.com/blog/author/marketing"
  },
  "dateModified" : "2021-06-19T19:37:48.586Z",
  "datePublished" : "2018-01-30T18:30:01.000Z",
  "headline" : "9 FinServ Influencers to Follow in 2018",
  "image" : [ "https://www.advisorwebsites.com/hubfs/Influencer_Marketing.png" ],
  "mainEntityOfPage" : {
    "@id" : "https://www.advisorwebsites.com/blog/9-finserv-influencers-to-follow-in-2018",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://www.advisorwebsites.com/hubfs/AWR%20Assets/Email_Signature/AW%20SK%20Email%20Signature%20Assets%20MAY%202022/NEW%20AW%20+%20SK%20LOGO%20FOR%20EMAIL%20SIG.png"
    },
    "name" : "Advisor Websites"
  }
}
```