The formation of Rock The Boat Marketing represents my conviction that digital strategies have the potential to transform financial services marketing. In small ways, in big ways, in ways I’m eager to be part of as a consultant and collaborator.
My goal is for the Rock The Boat Marketing site to be the resource I would have wanted when I was “on the inside” as a financial services marketer. Count on it for a mix of reporting, observation and, ideally, information exchange on issues involving financial services companies and their inevitable embrace of digital media.
My name is Pat Allen, and my financial services marketing and communications experience includes several years in senior marketing and communications positions with Chicago’s great investment management companies (Claymore Securities as Director of Marketing, Calamos Investments as Director of Web Channel Development, Morgan Stanley/Van Kampen Investments as Director of Marketing Communications and Scudder Funds/Kemper Funds as Director of Electronic Communications) and several years in senior editorial and publishing roles for retail banking’s leading professional services organizations (BAI as Director of the Publishing channel and the U.S. League of Savings Institutions as Senior Editor). My consulting work with investment managers and associations dates back to 2001.
Since 1996, when I led a wee team in the development of the intermediary industry’s first Web site (Kemper.com), my passion has been directed toward the speed-to-market communications advantage and measurability of digital media. And, even though my real job today is consulting, I still manage a few Web sites.
In the third quarter of 2009, I founded AdvisorTweets, LLC, whose curated Web site AdvisorTweets.com aggregates the Twitter updates of U.S.-based financial advisors. AdvisorTweets also has a blog, which is regularly updated with commentary about financial advisors' use of social media.
Follow us on Twitter—@RockTheBoatMKTG and @AdvisorTweets!
If you’re involved in financial services and you think that it’s time to consider the possibilities of working with Pat Allen and Rock The Boat Marketing's network of hard-working professionals, let's talk.
Rock The Boat Marketing In The News
"Directors Taking Stock of Social Media Use," August 2010, Fund Directions, quoted in subscription-only newsletter for mutual fund directors
"Vanguard Makes Twitter Debut, Soups Up Mobile
Apps," July 29, 2010, quoted in subscription-only online newsletter Ignites.com
"9 things to know about the 'truth' concerning RIA use of social media," July 21, 2010, quoted in RIABiz.com
"What three highly wired financial advisors have to teach us about social media," July 21, 2010, RIABiz.com, excerpt of RockThe Boat Marketing.com blog post
"iPad rise means website rethink," May 19, 2010, quoted in subscription-only online newsletter IgnitesEurope.com
"Firms Try to Stay Connected With Mobile Advisors," April 7, 2010, quoted in subscription-only online newsletter Ignites.com
"The Dangers of Sitting on the Social Media Sidelines," February 4, 2010, quoted in subscription-only online newsletter Ignites.com
Five changes to expect in social media in 2010, January 4, 2010, RIABiz.com, excerpt of Rock The Boat Marketing.com blog post
Twitter Yields Intelligence For Advisers, November 20, 2009, Wall Street Journal blog