John Drachman

New Media on Ulitzer Last year, as imploding credit markets roiled the economy, mutual fund organizations throughout the country took stock of their revenue prospects. It was clear that a change or two was in the wind at Denver’s Old Mutual Investment Partners, too. For Chief Executive Officer, D. Bruce Johnston, one more change was clear: He wanted to do something different. From thought leadership to measuring results Two major influences fueled his thinking: The prolific blogging activity of his friend, the best-selling author of The Ultimate Client Experience, Scott McKain and the promise of social media metrics and analytics in measuring the success of advisor value-added programs. After serving as a C-level executive at Conseco Funds, Garthmore Funds, Sentinel Funds and Old Mutual, he wanted to take a closer look at the role of social media in transforming busine... (more)

Advisolocity To Offer Turnkey Social Media Solution

New Media on Ulitzer Distribution media consultant D. Bruce Johnston announced this week the March 1 launch of a new strategic, creative service dedicated to thought leadership messaging strategies for advisors in transition. “First: It’s about each advisor, their vision and the clients they serve. It’s about building conviction and consensus around their story,” Mr. Johnston noted. “Second: It’s about speed to market when nothing less will do. Advisors will find they can actualize their vision with Advisolocity faster and more cost-effectively than with conventional agencies.” ... (more)

RIA Steege Turned to Social Media “To Do opposite of What Everyone Else Was Doing”

Personal Branding on Ulitzer Following the success of a social media campaign last summer in raising assets under management, Chuck Steege, a Registered Investment Advisor from Bucks County, Pennsylvania, recently explained what motivated him to experiment with the Internet’s newest marketing tools. Mr. Steege’s sense of experimentation, in fact, flew in the face of a recently released report from Equation Research that stated that ”not knowing enough about social media” was given as the #1 reason for not trying it. Mr. Steege readily admitted he knew little about keywords and th... (more)

Is there common ground between financial printing and social media marketing?

As the printing industry continues to reach for the oxygen mask, one of South Boston's print production mainstays is feeling pretty good. Why? If the world's love affair with electronic media is pulling the plug on printing presses everywhere, how come Alliance Print's Kitty St. Sauveur is smiling? "Printing is about publishing -- whether it is on paper or online," Ms. St. Sauveur said recently. "The cost-efficiencies of adapting content to both online and printing requirements are hard not to admire and support to be truly customer service oriented." Today, many firms no longer... (more)

FINRA Funds Social Media Program

Financial social media marketing just received a welcome boost from the nation’s largest independent securities industry regulator. The Alliance Library System of East Peoria, Ill. received a grant of  $100,000 from the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation and the American Library Association (ALA) for social media and other education programs. FINRA steps up The library system will deliver saving and investing information through social media targeting individuals ages 13 to 35, according to Earth Times. The demographically and technologi... (more)