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Articles tagged "RocktheBoatMarketing"


Pat Allen: It's official -- the head nod is being replaced by a session attendee lifting up a smart phone to snap a picture of a slide.

Pat Allen catches what Morningstar did right in expanding its conference content to Twitter, LinkedIn
The Chicago event's social media center was once a lonely place and RIAs didn't know a hashtag from tic-tac-toe

Monday 7.6.15
Pat Allen: Wholesalers will work their top 250 or so and Marketing needs to work the rest.

As mutual fund wholesaler economics get squeezed, mutual fund CMOs find best new friend -- online advertising
Web banners, other digitial media, are proving cheaper, more targeted, more accountable and more digitized making them good substitutes for wholesalers to smaller accounts

Friday 11.8.13
Mitt Romney (l.) and Mark Matson (r.) share a moment in front of Mitt's campaign jet.

A $3.4-billion DFA RIA sends his social media presence sky high with a 'Yep, I Built That' strategy
'Street cred' may attract like-minded clients but Mark Matson is also taking a calculated risk with his staunch political stance

Monday 10.1.12
Tweets Krawcheck: "Mind-numbing details [about the difference between RIAs and B-Ds] make it hard to get anyone to stay awake thru it."

What to make of Sallie Krawcheck's emergence as a Twitter-sphere celebrity
The ex-Merrill Lynch exec reveals a self-deprecating bent but the 'crazed UNC basketball fan' still doesn't seem sold on the differences between RIAs and stockbrokers

Wednesday 5.2.12
Pat Allen: You have to be able to improv with RIAs. They have their own agenda. The whole idea of the ad campaign is passé.

Why RIAs would rather go to Twitter than talk to a wholesaler
Asset managers are cutting out the middle-man by going straight to the Web, study says

Tuesday 8.2.11
Pat Allen: My favorite content from the year broke new ground, introduced new ideas, deepened my understanding or changed my mind.

How 25 pieces of web content from 2010 should guide an advisor's digital approach for 2011
Top research, analysis and marketing that help humanize the financial services business are among Pat Allen's choices

Thursday 1.6.11
Ron Shevlin: The message is: Get more aggressive about marketing in general.

9 things to know about the 'truth' concerning RIA use of social media
Results of a new Pershing-Aite study show advisors really are using social media -- and making more money by doing so

Wednesday 7.21.10

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