Marketing Automation & Social Media Strategist

D. Bruce Johnston

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SOCIAL MEDIA: Can Financial Advisors and Asset Managers Afford to Miss It?

Answers to FAQs on Social Media in Financial Services

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 the major asset management companies and distributors.  Firms such as Putnam have aggressively moved onto Twitter. TIAA–Cref, Fidelity, Franklin Templeton, American Century, Raymond James, USAA, Russell Investments, Virtus and Pimco are also on Twitter.  Now Northern Trust has entered the arena with Vanguard possibly next. What issues did they struggle with and more will be discussed.


Please join us June 2nd at 2pm EDT as we participate in an interactive round table panel with other industry experts from Fidelity, American Century Investments and Socialware We will be discussing how advisors are using social media to communicate with clients and peers and you will able to tune in online from the convenience of your desk.  We will also be discussing how firms are utiizing social media to keep advisors and shareholders informed.


The free webcast will be streaming live online and you can sign-up, watch the presentation and submit questions through the BrightTALK website.  If you can’t attend live you can also tune in to the recorded version anytime afterward on-demand.


To make sure your question gets answered we welcome your questions prior to the webinar.   If you would like to submit a question prior to the webinar please do so in the comment section below or at our Twitter sites: http://twitter.com/DBJAssociates or http://twitter.com/Advisolocity.


We look forward to having you join us on June 2nd at 2pm EDT.

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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.