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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)

60% of Mutual Fund Executives Say: "Ignore Existing Shareholders"

At least that was my take-away from a recent poll conducted by Ignites during their Exchange: Social Media's Role for Mutual Funds. Ignites is the pre-eminent source for news about the mutual fund industry, and their sponsored session offered two different perspectives on the use of social media at mutual fund firms. According to the Ignites poll - What do you think is the greatest benefit of social media marketing efforts? - conducted during the event, social media's greatest contribution maybe a "spike in direct communication with potential fund customers". Roughly 32% of res... (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)

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

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