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Marketing Automation & Social Media Strategist

D. Bruce Johnston

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Top Stories by D. Bruce Johnston

While there may be a “Return to Relationship Alpha” for some, sadly it is the “Beginning of Relationship Alpha” for most in the financial services world. Recently, Scott McKain, good friend, world-class speaker and author of several best-selling books (his latest is the just-published “The Collapse of Distinction – Stand out and move up while your competition fails.”), met with me to discuss “the importance of the Return to Relationship Alpha”. Through the Value Added Institute and McKain Performance Group, Scott makes his living teaching Fortune 500 companies and leading financial services firms how to bridge the gap between what their organization offers and what clients crave. This is what Scott had to say: “At the hundreds of meetings — well, literally, thousands by this point — I’ve attended and participated in for the financial services industry, I have hea... (more)

A Transformational Distribution Resource Needs Your Help

New Media on Ulitzer Over the past year, we have talked about the transformations taking place in investment distribution. I am certain you are viewing first-hand one of the major changes in wealth management – the shift of resources from traditional marketing to social media and networking. This resource shift is sure to accelerate as marketers and compliance officers now find common agreement. The release of FINRA’s 10-06 ruling has removed the last impediment to utilizing the cost-efficiencies and creativity of social media programs. A new social media marketing compliance lo... (more)

The New ABCs of Sales – Always Be Connecting

Many firms have asked us: with the prevalence of dedicated manager research and due diligence teams at home offices and even dedicated manager research at the branch level are separate resources beyond relationship management professionals and wholesalers needed to call on this segment? The answer may not be additional resources but how the resources are deployed in the field.  As gatekeepers get tied down with researching new managers and talking to existing ones on their platform, they simply don’t have the time to talk to those outside their immediate frame of reference.  Firms... (more)

Social Media on Ulitzer - Strategy Nets New AUM for RIA

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 custo... (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)