Rock The Boat Marketing Blog

RedDot CMS’ Future Is Bleak, Says Long-time Partner

At one point, the RedDot content management system (CMS) product must have had a pretty good sales team in the financial services vertical. I’ve worked for three companies that used RedDot and seen additional implementations since I’ve been consulting. So … Continue reading →

Show Some Confidence In Your Content—Promote Your Email Newsletters And RSS Feeds

What are your options once you’ve come to the realization that not everyone who visits your Web site today will be back for more tomorrow or…(sorry) ever? It’s a heartbreak because you no doubt have so much more to say … Continue reading →

Site Update: Best Practices Are Out, Resources & Insights In

We’ve published some changes to the Web site today that we’d like you to know about. The Best Practices Page RIP Not every Web site can win awards or rank on a top Web site list. The Best Practices page, … Continue reading →

A Social Network For Financial Services Professionals: SocialTurns

A social network for financial services professionals? With today’s launch of a membership community called SocialTurns, such an idea goes from preposterous to promising. SocialTurns’ target members are financial services marketing, compliance, technology and sales professionals who don’t get out … Continue reading →

What One Advisor Wants From Asset Managers

What do financial advisors want? Marketing staffs (and others) spend their days developing products and creating communications they hope will resonate with the advisor community. Despite all best efforts, some fall short. In the 11 months since the launch of … Continue reading →

For A Mix Of Marketing Topics: The MENG Blend

We keep the focus pretty narrow here on the Rock The Boat Marketing blog. If you’re interested in digital marketing (including social media) at mutual fund and exchange-traded (ETF) firms, you’ve come to the right place. We assume that you’re … Continue reading →

Join Putnam, TIAA-CREF & Rock The Boat Marketing For Social Media Session In Boston Nov. 2

Putnam Investments and TIAA-CREF, two of the asset management industry’s leaders in social media adoption, will be showcased at a social media session I’ll be moderating on Tuesday, Nov. 2 at Fund Forum USA 2010 in Boston. The conference bills … Continue reading →

Are You ‘Spying’ On Your Web Site Users?

You may have left work Friday thinking that you knew what this workweek would bring. But our guess is that a Saturday report by The Wall Street Journal will reset priorities for Web marketing teams at many companies, including some … Continue reading →

The Old Spice Guy Was Ready And Waiting

I am doing my darnedest to do what expert bloggers do and that is to write ahead, to have some blog posts in the queue and ready to publish. But every time I try to do that, something more interesting … Continue reading →

Meet 3 Wired Advisors Who Are Mastering Social Media

How many opportunities do mutual fund and exchange-traded fund (ETF) marketers have to meet financial advisors? Years ago, marketers and advisors mixed at top producer events or due diligence meetings, both today largely gone by the wayside. Traveling with the wholesaler, to the extent that it continues, may be the closest you get to a few advisors.

Online, of course, there have never been more opportunities to see advisors in action. That's the value proposition of our sister site AdvisorTweets.com, where we're aggregating financial advisors' tweets 24/7. But nothing beats listening to advisors talk in complete, connected sentences minus hashtags and shortened URLs.

This week Stephanie Sammons of WiredAdvisor.com moderated a Webcast that featured three of the most wired advisors we're aware of. They provided a close-up look at independent advisors who have mastered blogging, Twitter, LinkedIn, Facebook, MailChimp, Google Analytics, etc. in just the last two years—and point to business successes they've enjoyed as a result.

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