Marketing Automation & Social Media Strategist

D. Bruce Johnston

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Top Stories by D. Bruce Johnston

At least that was my take-away from a recent poll conducted by Ignites during their Exchange: Social Media's Role for Mutual Funds. Ignites is the pre-eminent source for news about the mutual fund industry, and their sponsored session offered two different perspectives on the use of social media at mutual fund firms. According to the Ignites poll - What do you think is the greatest benefit of social media marketing efforts? - conducted during the event, social media's greatest contribution maybe a "spike in direct communication with potential fund customers". Roughly 32% of respondents saw this as the greatest contribution of Web 2.0 tools. Enhanced "direct communication with potential fund customers" (32%), was followed by: "reaching a younger audience" (25%), " building brand loyalty" (23%), "building product awareness" (17%), "generating sales" (3%) and "I don... (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)

Social Media is Different for Regulated Industry

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 ... (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)