Bruce Johnston

A special thank you for everyone that read my blog: “5 Must-Haves to Look for From Your Social Media Archiving Provider”.  I am flattered and most appreciative of your support and interest in a subject that will only become a larger part of your personal and professional lives going forward. If you are interested in learning more about the rules and regulations regarding social media arching please visit www.arkovi.com.  If you are interested in learning more about how social media archiving technology coupled with automated client acquisition technology can make your professional life more productive, please visit www.capturetrackconvert.com On Monday, June 27 please return to this site to listen to the replay of last week’s ByAllAccounts sponsored webinar: Social Media Q&A.  I had the good fortune to be on the panel and joined by Zach Hedges, CEO of CaptureTrackCo... (more)

A Transformational Distribution Resource Needs Your Help

New Media on Ulitzer Over the past year, we have talked about the transformations taking place in investment distribution. I am certain you are viewing first-hand one of the major changes in wealth management – the shift of resources from traditional marketing to social media and networking. This resource shift is sure to accelerate as marketers and compliance officers now find common agreement. The release of FINRA’s 10-06 ruling has removed the last impediment to utilizing the cost-efficiencies and creativity of social media programs. A new social media marketing compliance lo... (more)

Twitter’s Tweets Give Traders a TweEDGE

But Most Missing the Power of Twitter’s Five “C’s” By: D. Bruce Johnston, President & CEO   Increasingly traders, financial advisors, investors and even farmers, are turning to twitter as a new up-to-the-tweet source of breaking market news, market sentiment and planting guidance.  Not to mention the ease of connecting with other financial advisors and traders. The infatuation with twitters speed and ease of use may have caused some to overlook the vast power of twitter’s five “C’s” – content, context, communication, compliance, and connectivity. This is not a new phenomenon as... (more)

Distribution Tips for Small Fund Firms

By D. Bruce Johnston, President, DBJ Associates Recently I asked Dan Sondhelm, Partner and Vice President, SunStar Strategic, what strategies will help top performing small funds get the attention and recognition they deserve from investors and advisors. For those of you not familiar with SunStar and their Fund Factor publication, they specializes in helping institutional investment managers and mutual fund firms attract investors, strengthen distribution and build brands through structured news generation programs and smart marketing. DBJ:  Dan, can you name a few distribution m... (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)