Wonder
Log in
Research Outline
Prepared for Angel G. | Delivered December 10, 2019
Influencers and Journalists for Financial Advisers
Review your project details
Goals
To obtain a list of influencers within the financial adviser industry (i.e. people who influence financial advisers). Also, to obtain a list of journalists who either cover financial adviser marketing or have written about Snappy Kraken.
View less
Early Findings
Michael Kitces
Michael E. Kitces doubles as a
partner and director
of Wealth Management for
Pinnacle Advisory Group
, a firm focused on private wealth management. The company oversees client assets worth about
$1.8 billion
.
Through the blog of his website, Kitces teaches financial advisors how to market their services and
attract clients
. He can be found on LinkedIn as
Michael Kitces
.
Kitces' Twitter handle is
@MichaelKitces
.
To reach Kitces directly, one is required to fill out this
contact form
. It is very important to state the "
Reason For Contact
".
Jeff Berman
Jeff Berman is currently a
staff reporter
at ThinkAdvisor. Prior to his current role, he spent
five years
as a freelance reporter, covering mainly business, technology, media and entertainment. He has provided reports for several publications, including
The Miami Herald
, Long Island Press, TheStreet.com, Newsday, and several American City Business Journals websites.
Berman mentions that he has been providing reports on business for more than
25 years
. Also, he has covered "technology, including consumer electronics, for more than
20 years
". In terms of media and entertainment, Berman has covered this space for more than
30 years
.
On August 13, 2019, Berman published a report about Snappy Kraken titled "New Funding to Help
Snappy Kraken Expand
Its Offerings, CEO Says".
To connect with Berman, a
contact form
has to be filled out. It can be accessed by clicking the
email icon
directly underneath his profile.
Jeff Berman can be found on LinkedIn
here
. His Twitter handle is
@jeffcmr
.
Berman also has a WordPress
website
.
View less