Discussions and conversations around financial advising are happening in three main ways online through sharing content on Facebook and producing content for YouTube and Twitter.
Discussions and conversations around financial advising are happening in three main ways online:
Financial advisor-based content posted to YouTube or as an article based on the terms “asset allocation”, “impact investing” and “fixed income” have seen the most shares across Facebook.
Top Questions Asked:
Preferred Topics & Content Length:
Highest Engaged Shared Content Length: 3K-10K words
Asset Allocation Relevant Highly Mentioned Topics:
The top shared media in the USA from September 2020-2021 ranking for “Asset Allocation” includes:
The top shared media globally from September 2020-2021 ranking for “Asset Allocation” includes:
Top Questions Asked:
Preferred Topics & Content Length:
Highest Engaged Shared Content Length: 2K-3K words
Asset Allocation Relevant Highly Mentioned Topics:
The top shared media in the USA from September 2020-2021 ranking for “Impact Investing” includes:
The top shared media globally from September 2020-2021 ranking for “Impact Investing” includes:
Top Questions Asked:
Preferred Topics & Content Length:
Highest Engaged Shared Content Length: 2K-3K words
Asset Allocation Relevant Highly Mentioned Topics
The top shared media in the USA from September 2020-2021 ranking for “Fixed Income” includes:
The top shared media globally from September 2020-2021 ranking for “Fixed Income” includes:
In the USA, there are many YouTube creators posting videos about financial advising and the stock market.
While there are many financial advice accounts on YouTube, most are not certified professionals and make content out of self-learning. Financial professionals with a majority audience from the USA include:
The advisors’ videos with highest comments and engagement focus on current events in the stock market as opposed to speaking directly to other advisors on how to manage different client situations and best practices.
Stock Moe: STOCK MARKET CRASH UPDATE With SBE STOCK MERGER NEWS And CCIV Stock Price Update
Views: 106K | ER30: 4x
Mike Jones Investing: A Penny Stock That Could 3X!? + 2 Major Announcements - Stocks I’m Buying NOW!
Views: 16.3K | ER30: 10x
JT Wealth:The Penny Stock Analysts Think Could SOAR over 1000%!! Buy Now??
Views: 367K | ER30: 2.6x
Stock Curry: CCIV, ABML, IDEX, NNDM - Top 10 YouTuber Stock Picks for Tuesday, February 2, 2021
Views: 19.5K | ER30: 7.1x
Top comments include viewers sharing their personal experiences with trading and investment experimentation:
Viewer comments also address questions viewers have about different assets and financial ideas:
Viewers tend to comment about references to external factors such as macroeconomics and external sources such as Bloomberg TV and their effects on financial markets.
Viewers of financial professionals are also highly likely to engage with content by the following creators:
Certified financial advisors in the USA and globally exist on Twitter to discuss advising techniques and frameworks.
Top certified and active financial advisors on Twitter include a niche group of creators who generally have their own financial podcasts or blogs in addition to their Twitter accounts:
Jason Pereira and Michael Kitces saw the top engagement on their tweets from January to August 2021, which range from communicating with clients to understanding asset class risk.
Engagement: 658
Engagement: 194
Engagement: 179
Engagement: 128
Michael Kitces focuses heavily on asking questions to advisors about their training, purpose and diversification of customer portfolios.
Engagement: 90
Engagement: 66
Engagement: 61
Engagement: 50
Micro-subreddits exist where advisors engage in conversations about challenges and strategies that work for obtaining and serving clients.
reddit hosts many financial forums where users discuss stocks, crypto and personal investing. Currently, there are three subreddits geared towards financial advisors.
Top all time threads for these channels focus on how to attract and maintain clients and feature other prospective advisors looking for advice about getting into the industry.