You may remember me writing about “A Year Without Newspapers,” which was an experiment by Adam Vincenzini. Adam’s challenge was to go an entire year without reading a newspaper. Last week, Paul Sutton introduced me to another challenging experiment and I think this one is just as tough, if not tougher to achieve. Paul, who [...]
We’re still jaded with stories of self-made dotcom millionaires making money out of thin air. Building a financial services practice takes sweat, energy and time. Nancy Butler’s back was against a wall. She was 31, in the midst of a divorce, with 2 kids when she embarked on building her financial planning businesses. 20 years [...]
Morgan Stanley dropped a bomb this week with an announcement permitting the firm’s brokers to begin testing social media using Twitter and LinkedIn for communication and business building purposes. We’re joined by Bruce Johnston, CEO of DBJ Associates and Advisolocity. He’s got 30 years of experience helping financial businesses adopt next-generation marketing and technologies to [...]
By Zack Miller
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Posted in Uncategorized
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Also tagged advisolocity, broker, bruce johnston, dbj associates, financial advisor, financial advisors, financial services, industry news, investment advisor, marketing, podcast, radio, ria
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Exhibitor Magazine ran a feature story on new media and how it is changing the world of event marketing. In our discussion, we expanded the scope beyond events to discuss how people were forcing the evolution of business overall. The result is something quite profound. People are now taking control of their online experiences driven [...]
What started as a mundane pursuit — how do we put more butts into seats at an in-house financial education business? — is helping grow a traditional investment business via higher cause marketing. I spoke with Colonel Paul Arneson, who helps run Project Vets, a non-profit that awards scholarships to US military veterans to learn [...]
Tadas at Abnormal Returns had me on last week for a conversation about all the crazy things I do. From my book, Tradestreaming, to the ebook I published to help financial people get books published, to my free download on how to grow a financial services business like Ken Fisher did. We talked a lot [...]
Has Meir Statman gone off his meds? Does the author of What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions have no clue what investors really want? In a Dow Jones webinar of recent survey results, What Motivates Affluent Investors, Statman tried to make sense of the following data: Affluent [...]
By Zack Miller
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Posted in Uncategorized
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Also tagged broker, dow jones, financial advisor, financial advisors, future of investing, industry news, meir statman, money, new products, new rules, Wall Street Journal, wsj
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Valuable tips from two Washington, DC-area feature news editors on how to effectively pitch your own feature news stories.
By Phil Dennison, Senior Marketing Specialist, Business Wire
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Posted in Industry Blogs, Media relations
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Also tagged Consumer Marketing, feature news, Features, features news, how to pitch, how to pitch features, Katie Aberbach, Katy De Luca, media pitching tips, pitching tips, public relations, Publicity, Washington Examiner, Washington Post Express
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