Marketing Automation & Social Media Strategist

D. Bruce Johnston

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Latest Articles from D. Bruce Johnston
Just as the Internet and e-mail have become ubiquitous over the past 15 years, social media will be the same, only faster. It will weave its way into the fabric of the asset and wealth management business and influence heavily how firms communicate with advisors and end-investors alike...
What is 174 pages, calls for two sub-parts, one part calling for 18 different disclosures, and will take firms 15 to 60 hours to complete with cost estimates ranging from $3,000 to $10,000? Form ADV Part 2! Yes, Part 2A requires narrative brochures about an advisory firm and Part 2B r...
Successful distribution strategies put an emphasis on connecting (engagement) at all levels of an organization.
For Financial Advisors, trusted communicator is job one By: D. Bruce Johnston, President, DBJ Associates  Brokers and advisors are the most trusted sources for providing accurate information on investments, followed by friends or family, according to the 2010 Edelman Trust Barometer....
Esperanza has begun a herculean effort on the ground last week and leads a coordinated effort of relief through their large network of partners and churches who, along with Esperanza, have a history of work in the communities. This is critical in the distribution of aid. We are known...
The Aging population will dramatically change the face of Wealth Advisory. This article reveals Five Key Trends other than Aging that will have just a more dramatic impact on Wealth Advisory services.
RIAs need to approach social media as the long-term business building initiative it is and not as the overnight success some would lead you to believe it is.
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?” ...
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 confronted by ETFs. That document uncannily projected almost to the penny the asset growth that ETF...
According to Schwab Institutional’s recently released Independent Advisor Outlook Study, 90% of independent advisors added new clients in the third quarter and intend to take more risk with their client's assets. In today'economy can this be true?
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 ...
Firms’ that establish guidelines early foster an environment that promotes social media as a way to connect to their clients, rather than through their products, and engage and solicit their employee’s opinions on social media, will benefit the most.
The fact is there is still time to file for a refundable AMT credit. If anyone has opted for a late filing for their 2008 Form 1040, they may get cash back right now. If they’ve already filed a 2008 return but were unaware of the refundable AMT credit, they can file an amended 2008 ret...
Remember, we're human beings and after all isn't that what this social media thing is all about? Isn't it about connecting people to people? Connecting people to you, your product, your service, your solution? And what will happen in the future? It will be about connecting clients to c...
While LinkedIn offers an attractive gateway to the world of social media, many financial professionals we have been speaking with downplay the importance of other social media tools like Twitter. That sentiment was forcefully expressed recently in John Ridley's Visible Man column, whic...
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, t...
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 managem...