Top Stories by D. Bruce Johnston
Never have your contacts, contact databases and the ability to email this
audience played such an important role in your overall marketing strategy and
marketing efforts. And, never have buyers/users been so confounded by the
solutions and options available to them.
The source of this confusion may lie in the terms themselves: email marketing
and marketing automation. Although many may think so, these terms are not
synonymous and stand for two distinct approaches. The only thing email
marketing and marketing automation have in common is they are joined together
by "email". Each approach uses email as the vehicle to communicate with their
The Research Favors "Email"
Today's sophisticated marketers know they need either email marketing or
marketing automation, as "email" plays a significant role in your marketing
Why? Because the data is o... (more)
Social Media on Ulitzer
RIAbiz.com recently discussed the findings of an August 24-25, 2009
Investment News survey conducted on the Twitter habits of the
financial-advisory community. Not surprisingly the survey reveals that "a
mere 14.9% of financial advisers say they communicate with clients or
colleagues through Twitter. Meanwhile, only 44.9% and 43.8% of advisers say
they use LinkedIn and Facebook, respectively, the survey found".
Have RIAbiz.com and Investment News missed the point? It's not about
Twitter, Facebook or LinkedIn! It's about communicating with one's
With hope and fear. If they can publish a few blog posts, advisors can extend
the life of a public relations story nearly effortlessly. With social media
and its ability to generate attention inexpensively, it's hard not to
The difficulty comes in when you ask an RIA what they are willing to pay for
it. An RIA must opt for at least a minimal, consistent effort to
communicate their subject matter expertise to their prospects.
So, while the vehicles underlying all that publicity are almost free, the
talent to assemble content and distribute it is not.
And that's the r... (more)
That is the title of financial services research firm Corporate Insights
update to their 2008 study on the topic of social media in financial
The attached video interviews Alan Maginn, Senior Analyst, Consulting
Services and asks him to answer these four questions:
How are financial services firms using social media? How are financial
services firms handling customer service in regards to social media? How are
financial services firms using Twitter? How are financial services firms
using Facebook to interact with clients and prospects?
While I appreciate Alan’s comment... (more)
Last week I sat on a social media panel at the "Innovation and Growth In A
Post Economic Crisis Era" Conference sponsored by Spectrem Group and
Financial Advisor Magazine. Other panelists were Daniel Bernstein, JD
Director of Professional Services, Market Counsel and Dr. Christopher W.
Young Jr, Ph.D, Global Director - Strategy and Solutions Wealth Management
for Dow Jones.
Dan did an excellent job discussing FINRA Regulatory Notice 10-06, , FINRA's
Guidance on Blogs and Social Networking Web Sites. (View Full Notice). He
pointed out, Regulatory Rule 10-06 makes it clear that an... (more)