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Marketing Automation & Social Media Strategist

D. Bruce Johnston

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Top Stories by D. Bruce Johnston

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 - the windshield postcard - RIA Patrick Jolliffe of Jolliffe Capital, Inc., Denver, CO got our attention. The question was driven by data gathered by Deloitte Consulting LLP and Pension and Investments in their 2008 Annual 401(k) Benchmarking Survey.  When asked what was the biggest concern of ... (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)

Why Social Media Marketing is an ETF Start-Up’s Best Friend

The Social Media Guide on Ulitzer Exchange Traded Funds (ETFs) have grown so quickly for so long, it is easy to forget that Erik Liik, the charismatic CEO and President of FocusShares was there at the beginning. Erik played a key role in the launch of the very first ETFs, the legendary Word Equity Benchmark Shares (WEBS), which provided access to international country-specific indexes in 1996. Four years later, Erik co-authored with Financial Research Corporation, the landmark study “The Future of Exchange Traded Funds,” a prescient analysis of the challenges and opportunities co... (more)

Six Suggestions for Getting Your Mutual Fund “Discovered” in 2010

Economics for Investors Numerous articles have been written lately on the massive rebound of stocks beginning on March 9, 2009.  Most mutual funds have enjoyed a nice performance rebound as well.  If your mutual fund is one of those enjoying this rebound in performance “How do you get “Discovered” in 2010?” For that answer I turned to Dan Sondhelm, SunStar Strategic.  Dan specializes in preparing and getting asset managers in front of the appropriate media outlets to tell their story and go from “undiscovered” to discovery. Dan was quick to point out that most mutual funds with ... (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)