Influencers and Journalists for Financial Advisers

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.

Early Findings

Michael Kitces

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.

Proposed next steps:

You need to be the project owner to select a next step.
In our background search, we have provided information about an influencer (Michael Kitces) within the financial adviser industry, as well as a journalist (Jeff Berman) who has written about Snappy Kraken. We recommend further research to provide the following: 1) A list of 10 influencers within the financial adviser industry (i.e. people who influence financial advisers). For each influencer, we would provide the following details: i) Brief background (such as qualifications, positions held, and companies he/she owns or has worked with) ii) email addresses OR a link to his/her direct contact form, iii) Twitter handle iv) LinkedIn profile. [The research team would start by providing information about these influencers: Bill Winterberg, Matt Ackerman, Steve Sandusky, Danielle (Dani) Fava. We would then proceed to provide details on additional influencers.] 2) A list of 10 journalists who cover financial adviser marketing OR have specifically written about Snappy Kraken. For each journalist, we would provide the following details: i) Brief background (such as qualifications, positions held, and companies he/she owns or has worked with) ii) email addresses OR a link to his/her direct contact form, iii) Twitter handle iv) LinkedIn profile. Kindly NOTE: We would provide details about five (5) influencers or journalists within 3 hours of research. Please let us know the specific number you are interested in, and we would proceed as instructed.]
As an alternative, we may provide information about 2-3 influencers within the financial adviser industry, as well as 2-3 journalists who cover financial adviser marketing OR have specifically written about Snappy Kraken. Please NOTE: We may also focus on only influencers or only journalists. If this option is preferred, kindly let us know how to proceed.