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Marketing Automation & Social Media Strategist

D. Bruce Johnston

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Top Stories by D. Bruce Johnston

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 customers and clients utilizing ALL the tools available! So, what's my point? Practical, functional, and sensible go a long way to enhancing the relationships financial advisors are trying to create between themselves and their customers and clients, with or without social media tools.  Social me... (more)

How are RIAs Approaching Social Media?

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 consider it. 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)

Full speed ahead: FINRA social media regs remove “excuses for delay”

By D. Bruce Johnston, DBJ Associates Researchers and compliance officers are rallying around FINRA’s landmark 10-06 rule on social media-driven investment communications to give guidance to legions of newly energized investment marketers. Marketers rejoice: Hedges “We’re seeing new levels of enthusiasm among marketing communications project managers,” said Zach Hedges of Advisolocity recently. “Marketers on a tight budget see sunlight through the clouds.” He credits freeware networking site Linkedin, Twitter and WordPress for a lot of the investment marketers regained optimism. ... (more)

Will Social Media Replace the Need for In-Person Meetings?

Remember, we're human beings and after all isn't that what this social media thing is all about? Isn't it about connecting people to people? Connecting people to you, your product, your service, your solution? And what will happen in the future? It will be about connecting clients to clients where they will discuss you, your product recommendations, your service standards, and results of the solutions you recommended. How will you ever provide this high level of connectivity? Will it come through B2B, P2P, LinkedIn, Twitter, Facebook, some "killer apps" or F2F meetings? Finally ... (more)

Archiving of Social Media Content Major Hurdle to Adoption by Advisors

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)