Alliance of Comprehensive Planners Members Named Top Bloggers in the Nation

Top Quote ACP members Jonathan Heller, author of Cheap Stocks, was ranked eighth while Brent Perry of the Piedmont Financial Advisors' blog was listed as the 33rd top financial advisor blogger by Michael Kitces. Heller and Perry were also recently ranked in Brightscope's 100 Most Social Financial Advisors. End Quote
  • (1888PressRelease) June 17, 2014 - WILMINGTON, NC - Two members of the Alliance of Comprehensive Planners (ACP), formerly Alliance of Cambridge Advisors, were named two of the top 50 financial advisor bloggers by Michael Kitces, acclaimed blogger and leader in the financial advising community. Jonathan Heller, author of Cheap Stocks, was ranked eighth while Brent Perry of the Piedmont Financial Advisors' blog was listed as 33rd. Heller and Perry were also recently ranked in Brightscope's 100 Most Social Financial Advisors.

    "ACP members understand client engagement happens across numerous media," said ACP Executive Director Kathleen McCasland. "We encourage and support the integration of social media and blogging, both as we serve our members and as they serve their clients."

    Jonathan Heller, of KEJ Financial Advisors in Newtown, Pennsylvania, began Cheap Stocks in 2003. Heller, who started his practice in 2008, addresses below current asset value, real estate and other value strategies in his posts. Read more at stocksbelowncav.blogspot.com, and follow Heller on Twitter ( @ ) JonMHellerCFA

    "I started my blog as an outlet for some of the deep value-investment related research I was passionate about," Heller said. "This venue has allowed me to share some lesser-known but compelling investment techniques with readers."

    Brent Perry, of Piedmont Financial Advisors in Indianapolis, Indiana, has switched his social media focus to from blogging to Twitter. Though no longer actively contributing to his top ranking blog, he is actively engaged on Twitter, where he has more than 1,500 followers. Brightscope ranked Perry as the 39th most social financial advisor in their recent report. Follow Perry on Twitter ( @ ) FeeOnlyIndy

    "Twitter … allows me to see what industry thought leaders are talking about," Perry said. "It brings to my attention issues that could affect my clients, which helps me serve them better."

    To schedule an interview on the importance of social and new media in the financial planning industry, please contact JJ Knight at 910.769.1569 or at jj ( @ ) acplanners dot org.

    Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisors) is a community of fee-only financial planners trained in the ACP System™. ACP members manage clients' whole financial picture, from estate planning to taxes. Our members pride themselves on being the best in the business, providing the highest quality service while also developing meaningful relationships with their clients. For more information, visit http://acplanners.org.

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