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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)

Thinking Beyond LinkedIn

While LinkedIn offers an attractive gateway to the world of social media, many financial professionals we have been speaking with downplay the importance of other social media tools like Twitter. That sentiment was forcefully expressed recently in John Ridley's Visible Man column, which decries Twitter as a stomach-churning indulgence for navel gazers. Is John right? Are Twitter and its fellow social media apps best suited for distracting easily bored, attention deficit fad followers? That thought was on the minds of many at the Russell Reynolds Distribution Roundtable focused o... (more)

Twitter Is Worth a Billion – An Analyst's View of Why

Twitter’s $1 Billion valuation has definitely stolen the spotlight over the past few weeks. According to a recently released Twitter users study by Crowd Science among other findings: 11% of Twitter users admitted to accessing social media while driving during the preceding 30 days, compared with just 5% of other social media users 29% of Twitter users said they had accessed social media from cars at some point in the past, compared with 13% of non-users Twice as many Twitter users as non-Twitter social media users (8% to 4%) had accessed any social media from a theater during ... (more)

What FINRA Doesn’t Want You to Know About Social Media

New Media on Ulitzer Topic A at the recent Securities Industry and Financial Markets Association Annual Meeting (SIFMA) was what to do about the fastest-growing communications phenomenon since the invention of the Internet: the explosion in social networking. Whenever compliance and communications come together there is sure to be a tussle and this meeting was no different. Chairman and CEO Rick Ketchum cited the current policy as “currently constructed, these sites would not permit you to easily supervise these communications. For that reason, most firms prohibit their employe... (more)

Social Media is Different for Regulated Industry

By D. Bruce Johnston, President & CEO, DBJ Associates We are pleased to offer our readers an on-demand link to the popular webinar: “Social Media: Can Advisors Afford to Miss It?” To hear the latest thinking from the industry leaders in financial services social media marketing — Fidelity, American Century, Socialware and Advisolocity — please click the accompanying thumbnail link. Hear Jennifer Sussman, Director of Online Marketing for American Century provide highlights from her firm’s recently completed “Financial Professionals Social Media Adoption Study.” Next, benefit from ... (more)