Five social influencers that financial services professionals should know – CUInsight

Personal finance has been an American obsession since Benjamin Franklin’s 1737 almanac offered “Hints For Those That Would Be Rich,” including this pearl of wisdom: “A penny saved is two pence clear.” The torrent of advice hasn’t stopped since, whether it’s Suze Orman talking on PBS about retirement planning or Dave Ramsey shouting at callers to his radio show to spend less and pay off their debts. Today, social media is producing a new generation of influencers, offering a diverse choice of views about the world of banking and personal finance.

Following the dialogue and debate fostered by influencers can help refine your strategies and sharpen how you position and distribute your messaging. They can also supplement and lend context to the traditional, industrial-strength resources you rely on for competitive intelligence, brand awareness, and reputation management.

Here are five names to follow:

1. **Suze Orman**
2. **Dave Ramsey**
3. **Ramit Sethi**
4. **Melanie Lockert**
5. **Farnoosh Torabi**

These influencers offer a variety of perspectives and insights that can benefit financial services professionals in today’s rapidly changing landscape. By staying informed and engaged with these thought leaders, professionals can stay ahead of the curve and make more informed decisions in their own practices.