Asset Management       

The Scene: a conversation at a large investment manager
The Actors:

You – The Retail Marketing Strategist
Me – The Marketing Managing Director

 Asset Management       

The recession that we are now starting to come out of has caused many retirees and baby boomers on the verge of retirement to finally focus on the prospect of facing a shortfalls of hundreds of billions of dollars in retirement savings. So according to one investment management firm, what …

 Asset Management       

Attended by a packed auditorium of more than 300 senior marketing, communications and compliance professionals, I had the pleasure of speaking at the annual Financial Services Social Communications Leadership Forum in New York City on November 18, 2010.

 Asset Management       

As investment managers are typically behind the curve in terms of technology adoption (never mind the challenging social media landscape), I saw a recent article in mashable that has applicability to B2B Investment Managers.

 Asset Management       

Besides Financial Advisors using iPads for presenting to their clients and Morgan Stanley launching the first Wall Street iPad app for investment research, at least two investment managers are spending on iPad advertisements to extend their marketing messages.

 Asset Management       

Presenting a four stage maturity model for Financial Services companies who are interested in social media, wondering how to get started or what to do next.
The four stages that are explored in this maturity model are:

 Asset Management       

In the 12th annual survey of websites for financial advisors, kasina found a number of attributes that describe the websites that do the best job of solving the needs of financial advisors. Engaging, useful resources and accessibility are key.

 Asset Management       

No one said it would be easy to get 20% more productivity out of your financial advisor sales force. But it could be possible by focusing on one key initiative and two fundamental issues.

 Asset Management       

Apparently, at least one investment management firm believes that enough Registered independent Investment Advisors utilize Twitter to invest in creating a new, dedicated Twitter channel.

 Asset Management       

Based on a quick check of some Asset Managers who are on Twitter since the new layout was announced in mid-September shows many are currently at risk due to slowness in modifying their Twitter background.