By: D. Bruce Johnston, President, DBJ Associates
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:
As a way of saying thank you for your time and comments I would like to provide you a copy of our latest white paper: “One-2-One: How social media will allow you to conduct a thousand conversations at the same time”. You can register and receive the white paper by clicking here: If you prefer and would rather not go through the registration process – we are concerned about protecting your privacy – send me a request at: [email protected]
Thanks for your help and we look forward to your comments.
