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Marketing Automation & Social Media Strategist

D. Bruce Johnston

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Top Stories by D. Bruce Johnston

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 Ross Ozer’s insights. As Vice President of Marketing for Fidelity Institutional Wealth Services, Mr. Ozer comments on how social media can help advisors generate more referrals, greater marketplace awareness and extend their reach. Do you consider compliance to be a major barrier to adopting ... (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)

Email Marketing or Marketing Automation

Never have your contacts, contact databases and the ability to email this audience played such an important role in your overall marketing strategy and marketing efforts. And, never have buyers/users been so confounded by the solutions and options available to them. The source of this confusion may lie in the terms themselves: email marketing and marketing automation. Although many may think so, these terms are not synonymous and stand for two distinct approaches. The only thing email marketing and marketing automation have in common is they are joined together by "email". Each ... (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)