Marketing Automation & Social Media Strategist

D. Bruce Johnston

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By D. Bruce Johnston, DBJ Associates Researchers and compliance officers are rallying around FINRA’s landmark 10-06 rule on social media-driven investment communications to give guidance to legions of newly energized investment marketers. Marketers rejoice: Hedges “We’re seeing new levels of enthusiasm among marketing communications project managers,” said Zach Hedges of Advisolocity recently. “Marketers on a tight budget see sunlight through the clouds.” He credits freeware networking site Linkedin, Twitter and WordPress for a lot of the investment marketers regained optimism. “They are  just glad they can start telling a story again. That’s all,”  he added. Financial research firm Nemertes signals happy days for thrifty marketers too in an online report: “The new guidelines bring clarity, but remove excuses for delay.” Without delay, it’s full speed ahead for SM... (more)

Bob Reynolds & Putnam Lead Industry to Twitter

Today's announcement that Putnam twitter.com/putnamtoday, and their CEO, Bob Reynolds twitter.com/robertlreynolds will begin to twitter advisors and shareholders to keep them informed of events at the firm and with their investments should be roundly applauded by the investment management community.  At a time when the industry is in need of senior leadership to blaze a trail to earning back advisor and investor confidence this certainly sends a positive signal. The move signals to the industry and Putnam shareholders and advisors that their interests come first.  It also says ... (more)

Social Media Policies - Who Needs Them?

Normal 0 false false false EN-US X-NONE X-NONE According to Deloitte's recently released 2009 Ethics & Workplace Survey, 74 percent of those surveyed believe it is easy to damage a brand's reputation via sites such as Facebook, Twitter and YouTube.   Why wasn't the result 100%? Without a social media presence and strategy the risk is 100% that your brand reputation will be damaged.  United Airlines got it wrong and this is what happened - "United Breaks Guitars," which was the headline making public relations nightmare of the week this week.  Goldman Sachs stumbled and this is ... (more)

Six Comprehensive Suggestions for Getting Your Mutual Fund "Discovered" in 2010

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 significant assets grew... (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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