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)

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

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Full speed ahead: FINRA social media regs remove “excuses for delay”

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. ... (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)

To “Friend” Is the Trend: Social Media & Financial Services Today

That is the title of financial services research firm Corporate Insights update to their 2008 study on the topic of social media in financial services. The attached video interviews Alan Maginn, Senior Analyst, Consulting Services and asks him to answer these four questions: How are financial services firms using social media? How are financial services firms handling customer service in regards to social media? How are financial services firms using Twitter? How are financial services firms using Facebook to interact with clients and prospects? While I appreciate Alan’s comment... (more)