Marketing Automation & Social Media Strategist

D. Bruce Johnston

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Related Topics: Twitter on Ulitzer, Content Marketing Journal, New Media on Ulitzer, Facebook on Ulitzer, Marketing and Sales, Wealth Management, Sarbanes Oxley on Ulitzer, The Social Media Guide

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A Transformational Distribution Resource Needs Your Help

Introducting Advisolocity

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 lore will soon be coming into existence.

I’m pleased to announce that my colleagues and I are almost ready to launch our new site – Advisolocity.

Advisolocity is a transformational distribution resource designed for this present moment. Advisolocity – which stands for advisor velocity – is a collaboration of creative marketers, investment distributors, as well as social media and technology specialists.

Advisolocity is dedicated to supporting the business development efforts of advisors, money managers and other service providers who are endeavoring to attract and retain a greater share of investment assets.

Your comments to me have proven invaluable in the past and I would welcome a chance to ask your opinion of our exciting new effort. Here are two of our sample pages:

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More Stories By D. Bruce Johnston

D. Bruce Johnston, President | COO, CaptureTrackConvert is regarded as a high-energy, results-driven Financial Services Distribution Executive. His 30+-year career has been distinguished by an impressive record of accomplishments, contributions and winner of the Institutional Investor Fund Marketer of the Year award. CaptureTrackConvert (CTC) provides easy to use, powerful enterprise level marketing automation software to fast growing SMBs. CTC is dedicated to helping SMBs maximize their marketing resources, improve the effectiveness of their marketing campaigns and generating more sales ready prospects thus dramatically improving sales and the bottom-line.

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Most Recent Comments
barfield24d 02/18/10 10:05:30 AM EST

Bruce, The link to download the study is either not yet operational, or broken, FYI.