Influencers and Journalists for Financial Advisers

Part
01
of four
Part
01

Financial Adviser Influencers-Part 1

Bill Winterberg, Matt Ackerman, Steve Sandusky, Danielle (Dani) Fava, and Dave Ramsey are five influencers within the financial advisor industry. The requested details on these influencers have been compiled in the attached spreadsheet. A brief overview of the findings can be found below:

Bill Winterberg

Education

Professional Experience

  • Bill Winterberg started his professional career as a software engineer at LeapFrog Enterprises, Inc. in 1998.
  • In 2006, he entered the financial services industry and served as CEO and senior financial planner at Winterberg Advisory Group, LLC. He also served as an operations manager at CMC Advisers, LLC for two years.
  • In 2010, Winterberg joined the Financial Planning Association of Dallas/Fort Worth as a technology director.
  • Winterberg also served as a technology columnist at Morningstar Adviser for four years.
  • In 2008, he founded FPPad.com to provide technology consultancy services to financial advisors.

Matt Ackerman

Education

Professional Experience

  • Ackerman started his career as a reporter at the NJ Law Journal.
  • In March 2000, he joined SourceMedia and served as an online managing editor for 11 years and later, as an online editor-in-chief for more than a year.
  • In 2013, he joined InvestmentNews as a digital editor and was promoted to director of digital content in 2014.
  • Currently, he is serving as the director of multimedia at InvestmentNews.

Steve Sandusky

  • Steve Sandusky is the co-founder and CEO of ROL Adviser, a software and training company that serves financial advisors from over 250 advisory firms in 11 countries.
  • Sandusky is also a coach, podcaster, and NYT Bestselling Author.

Education

Professional Experience

Danielle (Dani) Fava

Education

Professional Experience

Dave Ramsey

  • Founder of Ramsey Solutions, Dave Ramsey is among the most influential financial gurus in the US. His radio show, The Dave Ramsey Show, is one of the top five radio talk shows in the US. Around 13 million people listen to The Dave Ramsey Show on over 600 radio stations.

Education

Professional Experience

  • After seeing both early success and bankruptcy, Ramsey decided to share his experience with others. In 1992, he established the Lampo Group, now known as Ramsey Solutions, to provide financial counseling services.

Research Strategy

We were unable to find a direct email or contact form for Dani Fava and hence we used third-party email finders including Hunter.io, RocketReach, and SignalHire, to provide her direct email. Additionally, no LinkedIn account for Dave Ramsey could be found after combing through his company website, third-party websites such as RocketReach, and Ramsey Solution's LinkedIn page.
Part
02
of four
Part
02

Financial Adviser Influencers-Part 2

Jean Chatzky, Barry Ritholtz, Jeff Rose, Jay Coulter, and Bob Veres are five additional influencers within the financial advisor industry. The requested details on these influencers have been compiled in the attached spreadsheet. A brief overview of the findings can be found below:

Jean Chatzky

  • Jean Chatzky is an award-winning personal finance journalist, the CEO and co-founder of HerMoney, financial editor for NBC's Today show, financial ambassador of AARP, and the author of nine best-selling books.

Education

Professional Experience

Barry Ritholtz

Education

  • Barry Ritholtz earned his Bachelor's degree from SUNY Stony Brook.
  • He received his Doctor of Law (JD) degree from the Benjamin N. Cardozo School of Law, Yeshiva University.

Professional Experience

Jeff Rose

Education

Professional Experience

Jay Coulter

Education

Professional Experience

Bob Veres

Education

Professional Experience

Part
03
of four
Part
03

Financial Adviser Journalists-Part 1

The information for five journalists who cover financial adviser marketing or have specifically written about Snappy Kraken have been provided in rows 2-6 of the “Journalists” tab of the attached spreadsheet. They include Randy Diamond, Coryanne Hicks, Asia Martin, Ryan W. Neal, and Oisin Breen.

Articles Written by Selected Journalists

  • Randy Diamond has co-written an article that talked about how financial advisor/entrepreneur Ron Carson publishes content on his advisor affiliates’ websites for marketing purposes.
  • Coryanne Hicks has written an article that provided tips for financial advisor marketing.
  • Asia Martin has written an article that talked about Snappy Kraken’s partnership with turnkey asset management program (TAMP) Sawtooth Solution.
  • Ryan W. Neal has written an article that talked about Snappy Kraken previously receiving investments from fintech accelerator ScratchWorks.
  • Oisin Breen has written an article that talked about Snappy Kraken being one of the previous winners of XYPN’s financial technology competition.
Part
04
of four
Part
04

Financial Adviser Journalists-Part 2

James J. Green (Jamie Green), Ginger Szala, Charles Paiker, Sean Allocca, and Mark Schoeff Jr. are five additional journalists who cover financial adviser marketing or have specifically written about Snappy Kraken. The requested details about these journalists have been compiled in rows 7-11 of the Journalists tab of the attached spreadsheet. A brief summary of the findings can be found below:

Articles Written by Selected Journalists

  • James J. Green (Jamie Green) is an editor at Jamie Green Reports, an advisor-focused writing service. He has written an article about Snappy Kraken titled "Start with a risk number, end with new clients: Snappy Kraken."
  • Ginger Szala is a media consultant currently working at Investment Advisor Magazine as executive managing editor. She has been writing about financial business and alternatives for nearly 30 years. On October 28, 2019, Szala published an article about Snappy Kraken titled "Industry stalwarts join Snappy Kraken board."
Sources
Sources