Disqus - Latest Comments for PatAllen

Re: Experience Morningstar: The Inside Scoop at #MICUS

Pat Allen — Tue, 16 May 2017 15:50:49 -0000

Great post, I read every word. Leslie is the real deal, and Morningstar has been a true leader in all things social in the investment management space. Thanks.

Re: Twitter Is Testing A New Search Experience With More Filtering Options

Pat Allen — Wed, 08 Apr 2015 14:32:15 -0000

But what ever happened to search of Twitter lists? It was a feature introduced last year
(see http://bit.ly/1O9VeId ) and then disappeared.

Re: Top 250 financial services online influencers that you need to know

Pat Allen — Wed, 05 Mar 2014 09:02:56 -0000

This is a great resource, Jay. Thanks for compiling.

One thing I've noticed about #finserv is that it's a (relatively) lightly used hashtag. Any ideas on what we could do promote its steady and consistent use?

Re: Nerd’s Eye View Is Reborn

Pat Allen — Fri, 23 Aug 2013 09:52:32 -0000

Great job. A victory for the eyes!

Re: Advisors Using Social Media Targeted by FINRA

Pat Allen — Thu, 20 Jun 2013 10:43:23 -0000

The premise of your lead and headline is wrong and misleading.

FINRA-regulated financial advisors are not likely to revisit what they're doing in social media because of some regulatory crackdown. A command of the regulations and what is required (e.g., archiving of what they say on social platforms) are a prerequisite to broker-dealers enabling advisors to get involved in the first place.

As a Finra spokesman told Investment News, “The initial social-media Regulatory Notice (10-06) came out over three years ago, and so it makes sense to incorporate social-media reviews into our routine surveillance."

If social media participation is among the activities, then Finra is going to want to check to make sure there's compliance. Social media-using advisors are not being "targeted" and there is no reason to assume that they've been doing
anything that they quickly need to clean up because Finra will be
checking.

Re: Creative Content Marketing for Financial Services: 3 Examples

Pat Allen — Thu, 07 Mar 2013 10:42:28 -0000

I agree with your highlighting of the Putnam blog, but I’d submit that things are not as bleak overall as you suggest in the investment management industry.

As watchers of CNBC know, investment strategists do not shy away from taking a point of view, and these perspectives are typically documented in the whitepapers, videos, presentations and blog posts that are increasingly seeing the light of day on the Web.

For leaders in innovative ways to present information (yes, including infographics), see the work by Fidelity and iShares (two large firms) and U.S. Global Investors (much smaller). Check out Vanguard’s social accounts to see that people do respond to the larger firms’ tweets and updates, and Vanguard is expert at engaging with them.

In short, tremendous strides are being made by investment communicators in relevance, conversational style, speed-to-market and responsiveness. There's reason to be optimistic!

Re: NICSA’s top industry picks for 2012

Pat Allen — Thu, 20 Dec 2012 15:51:55 -0000

Theresa, I love the "best ofs" too, and the items on this list are all worthy. Thanks so much for including me and, if I may say so, thanks also for your commitment to blogging this year. It's wonderful to see an industry leader contributing online.

Here's to 2013!

Re: Are Financial Services Companies Wise Investors in Content Marketing?

Pat Allen — Fri, 28 Oct 2011 12:35:46 -0000

I don’t disagree that many financial services companies
could improve their online content presence and delivery. But, as you say, you’ve
chosen to profile a random three here.

For leaders in content in the investment
space, I’d point you and your readers to iShares.com and Vanguard.com and to those
firms’ social properties. There you’ll see some of the best financial
communicating by regulated financial services providers—not staid and boring
only to those not generally interested in learning more about investing.

Re: Friday’s Shout-out: best marketing articles for financial professionals

Pat Allen — Fri, 09 Sep 2011 15:45:37 -0000

A fine collection! Thanks for including me in such great company, Loic.

Re: SXSW 2012 - Fintech Rockstars, Did We Mention We're Women?

Pat Allen — Mon, 15 Aug 2011 17:36:23 -0000

Isn't it about time for financial services and social media? You go, girls!

Re: Friday’s Social Media and Blog Links

Pat Allen — Fri, 03 Jun 2011 12:50:50 -0000

Thanks for the shout-out to the AdvisorTweets post, Alex. TGIF

Re: Follow Friday! 10 Influential Financial Professionals on Twitter

Pat Allen — Fri, 13 May 2011 12:19:08 -0000

Alex, great names on your list, thanks so much for including me.

Re: Has Social Media in Financial Services Arrived?

Pat Allen — Tue, 10 May 2011 15:53:27 -0000

Thanks for this great round-up. I’ll also call your
attention to a terrific panel discussion that took place at a Milken Global Conference
last week including a venture capital investor (Chris Albinson), trader (Jon
Najarian), ETF spokesman and registered investment advisor Tom Lydon of ETF
Trends, Morningstar Director of ETFs and alternatives Scott Burns. The panel
provided some fascinating, real-time perspectives on how investors are today
using social media.

I summarized some highlights here http://www.advisortweets.co...
but the 72-minute video can be watched in its entirety here http://www.milkeninstitute.....

Also, I invite you and your readers to keep an
eye on AdvisorTweets.com, where we’re aggregating the tweets of U.S.-based
financial advisors as they slowly but surely make their way to Twitter.

Re: Joe Weisenthal: What I Read - Business - The Atlantic Wire

Pat Allen — Mon, 25 Apr 2011 14:44:52 -0000

Great post! As a lifelong Chicagoan, I've always awakened with feeling that if I'm at least 1 hour behind--I could never live further west.

You've named some terrific financial Twitter accounts to follow. When you're looking for some new blood, check out AdvisorTweets.com, a site that aggregates the tweets of U.S.-based financial advisors using Twitter for business. The tweets are on a mix of topics (the market, investments, personal finance, etc.), but I have a hunch you'll find some registered investment advisor Twitter accounts that you'll like.

Re: Friday Five: Reasons Financial Services Can’t Ignore Social Media

Pat Allen — Sat, 12 Mar 2011 12:18:54 -0000

Rebecca, this is a great round-up and I agree that financial services and social media are a fit, although it takes some effort.

May I add an additional site to your #1? In addition to customers, traders and investors, a small but growing group of individual financial advisors are on Twitter. AdvisorTweets.com is a site that aggregates the tweets of U.S.-based financial advisors using Twitter for business purposes. The site, which I run, provides a window into advisors' gradual adoption of social media. The tweets sent include links to advisors' content on blogs, Facebook and YouTube as well as to content on sites they are not affiliated with.

Re: Does Your Practice Have a Social Media Plan?

Pat Allen — Fri, 18 Feb 2011 10:09:16 -0000

Thanks to Steph Sammons for providing a different, contemporary perspective on the value of using social media channels to meaningfully communicate. Steph's comments balance what is a surprising position from Kevin Nichols on blogging and tweeting.

As the founder of AdvisorTweets.com, I've had the privilege to watch dozens and now hundreds of advisors testing the waters, finding their Compliance-vetted voice and truly establishing their brands as communicators in a more natural way than traditional marketing tactics have previously allowed.

Of course, the regulators have established guardrails that they continue to work on. But to rule blogging and tweeting out categorically as an option is to be short-sighted--not something I think of when I think of advisors.

Re: One Year Later: Revisiting FINRA's Social Media Usage Guidelines

Pat Allen — Wed, 26 Jan 2011 13:10:36 -0000

Hello Marisa, it's great to meet a kindred spirit!

I agree with you wholeheartedly about the benefits that can accrue to those using social media for financial communications. I invite you and your readers to check out AdvisorTweets.com, where we aggregate the tweets of U.S.-based financial advisors using Twitter for business purposes. Be sure to read the blog where we regularly write about use cases.

Also, we marked the one-year anniversary of FINRA's guidance, too, in a Rock The Boat Marketing blog yesterday. Smarsh and three other leading social media archivers (Socialware, Arkovi and Actiance) answered questions I'd posed about asset managers' social media adoption rate. There's lot of insights but here's the short version: It's slow but underway.

Re: Manic Monday for November 15: Best Posts from Last Week

Pat Allen — Mon, 15 Nov 2010 12:56:02 -0000

Thanks for including the post on the Chief Marketing Technologist, Jason. I thought it was especially cool that Scott Brinker, who originated the idea, elaborated on his thinking in a comment post.

Thanks also for the mention of the post on Formulist--that's my next stop!

Re: Adobe Opens Wired, New Yorker Tablet Platform to Publishers, with Analytics - Harry McCracken - Blogs emedia and Technology @ FolioMag.com

Pat Allen — Mon, 25 Oct 2010 10:36:38 -0000

Harry, this sounds as if it's a step in the right direction. Is still true that publishers don't have access to names of subscribers to their iPad apps? Thanks for the update.

Re: The Digital Newspaper: Hands-On with 4 Top iPad Apps

Pat Allen — Wed, 13 Oct 2010 10:58:56 -0000

I’ve subscribed to the Wall Street Journal iPad app since Day 1. While the experience is superior to reading the Journal on the Kindle (which I’d been doing since 2007), these are a few issues that keep me from loving the app:

*The iPad keeps only the past 7 days of issues and then the $17.29/month subscriber is out of luck—there is no iPad/online bundle. After that to retrieve an online issue (already paid for on the iPad) would require an online subscription.

*Articles can be saved on the iPad but, maddeningly, the dates of the articles are not saved.

*The graphics aren’t part of every article. For example, yesterday’s article “NFL Quarterbacks: You Boys Need Stylists” didn’t include any of the graphics that are essential to the article. iPad users need to go online to see the interactive graphics (?!).

*The print/online/iPad subscription departments apparently don’t speak to one another. I consistently receive direct mail subscription offers and letters. As a long-time electronic subscriber, I would expect to be getting a loyalty communication instead.

The pricey Journal app provides less than what online subscribers get. Isn’t that inconsistent with the trend for other iPad apps to deliver more?

Re: Interview With CFP Cathy Curtis on Building A Powerful Online Personal Brand

Pat Allen — Tue, 25 May 2010 17:33:05 -0000

Terrific post, Steph! Cathy is really mastering the social quality of the social networks she participates in. She is, at the same time, a great example for others and impossible to copy. She is a unique brand.

Re: Are You Visible During Turbulent Times?

Pat Allen — Mon, 10 May 2010 10:29:38 -0000

Steph, the Spectrem Group last week published investor research results that support your post. According to Spectrem, "blogs are the most commonly used tool in making financial decisions. 77% of investors familiar with blogs would use one to learn about or research new financial products and services." It stands to reason that investors would also rely on advisors' blogs for interpretation of what's going on in the markets.

I've mentioned this research a few places online (on my AdvisorTweets and RockTheBoatMarketing blogs) just because it's the first empirical data I've seen on investor reliance on investment information in social media.

Full steam ahead, looks like from this work!

Re: Bush Wipes Hand on Clinton’s Shirt, Internet Goes Wild [VIDEO]

Pat Allen — Thu, 25 Mar 2010 15:32:02 -0000

There's precedent for this--years ago, he cleaned his glasses on the shirt of a producer in between commercial breaks on the David Letterman show. http://bit.ly/d5qVxW

Re: Roadmap: Make Your Corporate Websites Relevant by Integrating Facebook, Google, MySpace, LinkedIn, or Twitter

Pat Allen — Mon, 01 Mar 2010 10:42:48 -0000

Bravo! Your structuring of the work will be a meaningful aid to workgroups' plan of attack. Thank you.

Re: Facebook friends

Pat Allen — Mon, 25 Jan 2010 09:56:10 -0000

Thanks for this article on how plan sponsors are considering social media to engage retirement plan participants.

Vanguard, American Century and The Principal are other investment managers that are out in front with their social media work.

In helping our clients develop social media strategies, we recommend listening first--to customers and to competitors. For example, your readers might be interested in following investment managers with Twitter accounts. We maintain a Twitter List http://twitter.com/RockTheBoatMKTG/investmentmanagers for that purpose.