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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)

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)

Women and Blogging - A Perfect Match?

As the world increasingly turns to social media for solutions, information and expression, women are turning to BLOGS according to "The 2009 Women in Social Media Study".  The study reveals "why blogs": 64% of women are nearly twice as likely to use blogs than social networking sites as a source of information 43% for advice and recommendations 55% for opinion-sharing 75% are 50 percent more likely to turn to social networking sites as a means of keeping in touch with friends and family Women are turning in even greater numbers to blogs (55%), social networks (75%) and online stat... (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)

The Return of Relationship Alpha for Most

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 finan... (more)