The Most Influential Advisor Vlogs You Shouldn’t Be Missing

By Sara Kosior and James Orlay, Public Relations Associates at Flackable

When the common investor wants to seek out some quick financial advice, their initial attempts are often to find information on the internet from the comfort of their own home. There are a ton of great financial planning blogs out there to help with this, but vlogging (video blogs) is another efficient way that uses the power of online content to educate people. Below are some diverse and proficient examples of financial vlogs for the curious:

Sensible Investing

Contributors from Sensible Investing, a non-profit organization financed by Barnett Ravenscroft Wealth Management (BRWM), hit the nail on the head when it comes to giving expert advice on investing through video series and video blogs. This website was created to “provide investors and investing professionals with clear, concise and independent information about investing and, specifically, the benefits of evidence-based (or passive) investing.” Sensible Investing showcases a wide range of video content that addresses clear and specific solutions to financial ventures that are easy to understand and learn about.

Financially Wise Women

Brittney Castro is the founder and CEO of Financially Wise Women and strives as a financial planner to break out of the traditional financial planning mold. She realized early in her career that women were communicated to in ways that were counterproductive when financial advice was the topic. In an effort to address the different fears, concerns and frustrations about money that women have than men do, she started her firm to create a financial planning environment that helps both women and couples to thrive in their financial situations. Castro’s vlog is vibrant and fun, giving informal advice about everyday things people can do to help their financial situations. Tuning in to Castro’s short vlog episodes can deliver insights on how to tailor your financial advice to any female clients or couples you are working with and many other perspectives you may not have thought of before.

Andy Millard of Millard & Company, recently acquired by Parsec Financial, has gained some notoriety over the years thanks to his videos and Low-Stress-Investing series, which has been featured on He gives the videos a personal feel and often does them from his own desk, home or outside. In doing so, it helps create a comfort level with his audience.  He has now been asked to lead social media and video creation sessions at conferences. For those who are interested in a career in financial advising, he has developed a video training boot camp for financial advisors called VideoAdvisor.

The MSB Cheat Sheet

Kathryn Cicoletti is an ex-hedge fund analyst who left the business to start MSB Cheat Sheet, a vlog infusing investment news, money messages and comedy. While being a much less formal outlet for information, investors could gain some great insight about current industry topics from someone who spent several years as a professional. Cicoletti’s advice and business model has been featured in Forbes. She is well-respected by her financial industry peers for her knowledgeable and humorous ways of bringing people the latest news in the field.

Edwards’ GuideVine Videos

David Edwards, President of Heron Financial Group/Wealth Advisors, founded his New York-based company 20 years ago in 1993. A wealth management firm that handles more than 90 clients with over $100 million in financial assets, Edwards understands a thing or two about investment tips and how to appropriately guide an investor’s funds in the right direction. Although it is not the most beautifully designed format, Edwards’ introductory series on GuideVine is perfect for curious viewers and prospective clients. The several informative videos present an accurate and to-the-point analysis on financial planning by Edwards himself.

Whether you’re looking to gain some new knowledge on the subject or perspective from another advisor source or comparing different financial advice, these video blogs are a quick way to understand the ins and outs of managing money the right way. Vlogs are a great first step when looking to engage in the financial industry.

Sara Kosior and James Orlay are Public Relations Associates at Flackable, a national public relations agency supporting the communications needs of registered investment advisors (RIAs) and other forward-thinking financial services firms. To learn more about Flackable, please visit

27 More posts in Marketing category
Recommended for you
Financial Advisors Should Be Utilizing The Newest Technologies To Better Serve Clients: A Q&A with Define Financial’s Taylor Schulte

As many of us know, technology is quickly evolving. With such a dynamic and changing...