Comments for Rock The Boat Marketing Blog

Comment on “Astonishing” Advisor Research Suggests Necessary Changes To Mutual Fund/ETF Communications by Pat Allen

Pat Allen — Wed, 25 Jan 2012 20:03:09 +0000

Yes, process in action is probably the only way of keeping someone’s attention!

Good luck with your work, Joe. As you say, some managers (equity and income) talk more about process than others. Would love to collect some best practice examples from readers.

Comment on “Astonishing” Advisor Research Suggests Necessary Changes To Mutual Fund/ETF Communications by joe polidoro

joe polidoro — Wed, 25 Jan 2012 19:05:46 +0000

Interesting. “Process” never sold well during the long bull market, and the wholesalers and other intermediaries we work with still don’t think it sells well. But as a marketer, you want to talk about process–after all, it can be a big differentiator.

We think “process in action” has a lot of promise–showing how the process works with real examples. We’re pursuing this with a global equity manager and will share our experience in an upcoming blogpost.

Thanks for this post, Pat.

Comment on “Astonishing” Advisor Research Suggests Necessary Changes To Mutual Fund/ETF Communications by Pat Allen

Pat Allen — Wed, 25 Jan 2012 14:34:25 +0000

And wouldn’t you agree, Susan, that investment process is more interesting to write about, too? Thanks for stopping to comment.

Comment on “Astonishing” Advisor Research Suggests Necessary Changes To Mutual Fund/ETF Communications by Susan Weiner, CFA

Susan Weiner, CFA — Wed, 25 Jan 2012 13:41:17 +0000

Great info, Pat. Thanks!

Comment on C’mon And Check Out Google+ on Friday, #GDay by Pat Allen

Pat Allen — Thu, 19 Jan 2012 05:50:03 +0000

Great idea, Mike. Looking forward to Friday!

Comment on C’mon And Check Out Google+ on Friday, #GDay by Mike Barad

Mike Barad — Thu, 19 Jan 2012 03:21:09 +0000

Thanks for tge support! As you suggested, G-Day isn’t just for advisors. There’s a lot of people who enjoy Google+ features, but haven’t committed time for a variety of reasons. I’m not an advisor, or a Google+ expert, but I think this is going to be a blast. The more, the merrier!

Comment on Taking A Closer Look At How Your Content Is Being Discovered, Consumed by Pat Allen

Pat Allen — Thu, 12 Jan 2012 15:36:45 +0000

Susan, with the content that you share, on your blog, in the LinkedIn groups, on Facebook, in your tweets, etc., something tells me that you are right on top of this!

Thanks for stopping by.

Comment on Taking A Closer Look At How Your Content Is Being Discovered, Consumed by Susan Weiner, CFA

Susan Weiner, CFA — Thu, 12 Jan 2012 15:19:20 +0000

Pat,

You’ve highlighted an important shift in how people consume content. Thanks!

Comment on 25 Content Highlights Of 2011 by Pat Allen

Pat Allen — Thu, 15 Dec 2011 14:45:12 +0000

Right, it’s a lot to take in at once! (Hmm, maybe I could have used an editor…) I think #17 was a tweet from @researchpuzzler, who I know you know.

Cheers to you during this holiday season and thanks for being such a loyal reader, Susan. You’re the best.

Comment on 25 Content Highlights Of 2011 by Susan Weiner, CFA

Susan Weiner, CFA — Thu, 15 Dec 2011 14:40:40 +0000

OH, how did I miss #17? I’m bookmarking your post, so I can view the videos and click the links at my leisure.