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Marketing Automation & Social Media Strategist

D. Bruce Johnston

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Top Stories by D. Bruce Johnston

Mutual Funds on Ulitzer Recently I asked Dan Sondhelm, Partner and Vice President, SunStar Strategic, what strategies will help top performing small funds get the attention and recognition they deserve from investors and advisors. For those of you not familiar with SunStar and their Fund Factor publication, they specializes in helping institutional investment managers and mutual fund firms attract investors, strengthen distribution and build brands through structured news generation programs and smart marketing.  DBJ: Dan, can you name a few distribution misconceptions small mutual funds have? Dan: Yes Bruce and thanks for asking. We have found that most small mutual funds struggle for assets in this competitive marketplace because of beliefs such as: "I'm too small to get noticed." "I'm a separate account manager. Our fund is only for smaller accounts for our lar... (more)

Where Social Media Meets Traditional Media

Yesterday I had the distinct pleasure of having lunch with Jason Heinhorst, Partner at FUSE Research Network.  The purpose of our lunch was to discuss asset and wealth management firms' various approaches to incorporating social media and social networking technologies into their business models in order to enhance client acquisition and retention. The topic at hand certainly jumped to a new level when returning to our respective cars we found on our windshields postcards that read: IS YOUR 401K HAPPY? With that simple question and supposedly unsophisticated delivery system - ... (more)

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

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 employees from using these si... (more)

“Five of the Six Key Trends Other Than Aging” that will completely alter the marketplace for Wealth Advisory services revealed.

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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)