Marketing Automation & Social Media Strategist

D. Bruce Johnston

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Latest Blogs from D. Bruce Johnston
Never have your contacts, contact databases and the ability to email this audience played such an important role in your overall marketing strategy and marketing efforts. And, never have buyers/users been so confounded by the solutions and options available to them. The source of this...
How Firms Are Complying With FINRA 11-39 By: D. Bruce Johnston, President & CEO As social media takes a more prominent role in the everyday lives of advisors clients, advisors broker-dealers are taking a more active role in training and educating them on the power of social media t...
By:  D. Bruce Johnston, President & CEO   One thing is certain; advisors are under utilizing their websites.  This is a consistent theme borne out in study after study on advisors website utilization habits. Marketing has changed dramatically over the past several years and th...
By:  D. Bruce Johnston, President & CEO Today’s news coverage says it all: words like “plunging stocks,” “massive volatility,” “lowest levels,” “looming recession,” “double dip,” and “rout” are liberally peppered throughout much of the media. In this environment, it doe...
By: D. Bruce Johnston, President & CEO On August 18th at 2PM EST I will be partnering with ByAllAccounts on a much anticipated webinar entitled “The Madoff Lessons: What Every Financial Advisor Must Learn From History’s Biggest Ponzi Scheme” featuring The New York Times Bests...
By: D. Bruce Johnston, President & CEO To say news of the US downgrade has thrown the US stock market into a tailspin is an understatement to say the least.  To help them through these troubled times investors are turning to their advisors for up to the minute news and advice.  Whe...
By D. Bruce Johnston, President & CEO At Advisolocity we have had the privilege of designing and re-purposing our fair share of advisor websites.  One thing we have never understood is why advisors view their website as a “set it and forget it” proposition.  I’m sorry b...
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 sent...
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 fo...
If you can’t join live, register & we’ll send a recording! Social Media Expert Q&A   Recent action by broker-dealers allowing the use of social media has raised a lot questions for financial advisors. Join us for this live webinar as our panel of experts addres...
By: D. Bruce Johnston, President & CEO, DBJ Associates Today, with more and more firms evaluating and entering into social media, it stands to reason that FINRA & SEC rules governing social media and archiving solutions will play a bigger role in the professional lives of Finan...
By: D. Bruce Johnston, President & CEO Some researchers predict that the combined net worth of Generation X and Generation Y will triple by 2018 to $28 trillion. It’s estimated that Gen Y assets will make up about 20% to 25% of that amount. Furthermore, an additional $18 trillion i...
Mari Smith Explains why it’s not about the “Number of Fans” By: D. Bruce Johnston, President & CEO Numbers drive the asset and wealth management business. We have an Alpha for this; a Beta for that and you can get R-squared over here.  The sign hanging in Albert E...
The Inside story of the $65 billion Ponzi scheme that shocked America By: D. Bruce Johnston, President & CEO In celebrated New York Times financial writer Diana B. Henriques new book: The Wizard of Lies: Bernie Madoff And The Death Of Trust, she writes nothing about that lie.  She ...
By: D. Bruce Johnston, President & CEO, DBJ Associates 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 ...
In the world of financial services, social media is certainly an enigma.  Rare is the day we don’t see an article on the benefits social media can provide us both personally and professionally.  Yet we haven’t seen wide spread adoption by asset managers and advisors. Why, and what oppo...
By a show of hands how many of you have ever been bitten by an elephant?  Not many, just as I suspected.  Ok, and by a show of hands how many of you have ever been bitten by a mosquito?  See, it’s the little things that will kill you and in the case of your [...]
From time-to-time I find myself needing a reality check on the usage of social media. Like some, I often wonder if there is a lot of noise about something that is loosing steam or are people actually increasing their usage of the tools and platforms available to them. Bill Siwicki, S...
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. While I appreciate Alan’s comments, and they are appropriate, he may have overlooked the widespread adoption and use of social media...
Will money managers soon be showing their customers more love? With pressures from outside the industry, most notably from banks, I believe the answer is a resounding “yes.” Mt view is as the customer service benchmark is being raised outside of the industry, money managers too will fi...
In a world driven by a rational, fact-based process to investing, is it any wonder fund companies struggle with social media? After all, social media allows for conversation and comment by anyone; transparency, as such comments are out there for all to see; experimentation, as users fr...
There are very few times that one reads something, recognizes it as important and also realizes that you can’t add anything to it to make it any better.    That seems to be the case with a just released survey by Stephen Reily titled: “What Should Financial Planners Sell To Women? Inde...
For the past 19 years, Charles Schwab & Co, Inc. annual conference, IMPACT, has been bringing relevant presenters, exhibitors, subject-matter experts and advisors together in a conference to help keep Schwab clients and partners ahead of an ever-changing curve. This year, in order ...
We are seeing financial advisors using iPads in the field in increasing numbers. Without question, the use of an iPad allows advisors to replace the piles of paper generally required at client meetings. Electronic documents are now being used to engage and present real-time “what-if” s...
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? It’s nothing less than the Securities and Exchange Commission’s Form ADV Part 2. Emerging ...
By: D. Bruce Johnston, President & CEO At the very moment in last nights NLDS game that I thought the Reds looked more like the Keystone Cops than a professional baseball team I received the following tweet from @BillSledzik: “Reds are truly pathetic. Is this little league?”  Follo...
By: D. Bruce Johnston, President & CEO How social media is used determines the best archiving solution Social media’s popularity, reach and place in the workplace is undeniable. Fund companies that believe employees are only checking their email accounts should pay special attentio...
Discover how to complement your lead generation efforts with social media’s powerful contact capture techniques Join us tomorrow on the BrightTalk channel at 1pm EST Easy-to-use, low-cost social media programs are helping smaller fund managers and advisors stand out in a crowded market...
Just as social media is changing the way financial services professionals are connecting with customers, it is also changing the way job seekers are pursuing opportunity.
By D. Bruce Johnston, President & CEO, Advisolocity Social media agency Advisolocity was invited this week to join a new leadership council that aims to cultivate and communicate the best practices of a growing number of social-media minded investment marketers, service providers a...
In addition to the ABCs of wholesaling -- “Always Be Closing” – today’s investment marketers are learning a new alphabet: the ABCs of financial social media, “Always Be Connecting.”
To Braden Hill successful pre-retirement planning shouldn't depend on a person's political viewpoint. To make the case for better pre-retirement planning, Mr. Hill contracted recently with the Advisolocity social media agency to assist him in building out his thought leadership initiat...
Unified Fund Services, Inc., a subsidiary of Huntington Bank, which is based in Columbus, OH, announced its sponsorship of a webinar for financial advisors and fund marketers on August 3, called "Using Social Media." In addition to offering some practical guidance on how to use social...
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 --...
Many firms have asked us: with the prevalence of dedicated manager research and due diligence teams at home offices and even dedicated manager research at the branch level are separate resources beyond relationship management professionals and wholesalers needed to call on this segment...
By D. Bruce Johnston, President and CEO, DBJ Associates Commerce on the Internet continues to skyrocket. Chad Levitt, author of the “New Sales Economy Blog,” recently wrote a post, “Sales Reps, Are You Ready for the Digital Universe?,” based on information he gleaned from a recently ...
Chad Levitt, author of the “New Sales Economy Blog,” recently wrote a post, “Sales Reps, Are You Ready for the Digital Universe?,” based on information he gleaned from a recently released IDC report on predictions for the year 2020. Here are some of the major findings from the IDC r...
By D. Bruce Johnston, President, DBJ Associates 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 Professiona...
By D. Bruce Johnston, President, DBJ Associates Much has been discussed in the industry around Financial Advisor’s use of social media. Should they use it? Is it valuable? What are the risks? What are the compliance issues? Can we afford to wait? Similar questions are being asked by t...
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 resou...