If you are exploring Social Media and trying to understand the impact it is having on media and business, check out this video on YouTube.  (adjust your volume)




I connected with iMedia about a speaking role at the Financial Services Marketing Summit in New York on October 15.  I will give a short talk to explore proposed solutions to the question of “how to operate your digital marketing in a way that doesn’t lose all of the personal touch you have with your customers offline.” We will use a fictional banking case study/scenario. I will then join a group of other “problem solvers” on stage with Jay Livingston, SVP, Global Marketing, Bank of America and two other brand marketers to discuss the problem, proposed solutions, and get the audience involved in a town hall type of format.


Here is the abstract from the event web site – maybe we will see you there.

The Bottom Line for Digital in Financial Marketing


Welcome to iMedia’s Financial Marketing Summit—now in its third year—where you can join more than 100 senior marketing executives from a broad range of financial service companies, as well as their agency partners, as they spend full day exploring the digital marketing opportunities and challenges for this important sector of the online marketing industry.

Now more than ever, marketing executives for financial services companies are focused on strategies that deliver the maximum ROI. Digital is unquestionably a leading direct-response and lead-gen powerhouse. In a financial environment where trust and stability are key components of a consumer’s decision-making process, however, marketers are looking to deploy the full-range of targeted branding options within the digital environment, not to mention ensuring they’re part of the social media digital fabric being woven by their customers every day.

iMedia’s Financial Marketing Summit is a one-day immersive experience to gain insights into these challenges. And it’s FREE to financial marketing executives and their agency partners!

I will write a more complete debrief from my experience as a speaker on Social Media for Advisors and engaging with attendees and colleagues at Schwab’s Impact 2009 conference. It was a great event – very well run – and also well attended by Schwab’s registered investment adivsor community.  While there, I was able to have a catch up with Kristen Luke. Kristen attended my talk and also provided me some insights from her current projects. Below is a summary of her lessons from the conference and here is a link to the blog post.

  • Lesson #1: The more channels a client uses to interact with his or her advisor, the higher his or her satisfaction with that advisor.
  • Lesson #2:  100% of High Net Worth individuals ask their CPA for a referral to a financial advisor.
  • Lesson #3: Become better at dating your prospects.
  • Lesson #4: Web 2.0 helps with organic search engine optimization.
  • Lesson #5: There are tools available to make it easier for social media to comply with SEC and FINRA rules.

Kristen Luke is a Revenue Architects colleague and the Principal of Wealth Management Marketing, a firm dedicated to providing marketing strategies and support for financial advisors. Kristen works with independent advisors to develop effective marketing plans and provides the back office support required to implement the strategies.

My slides are posted on slideshare.

I am heading out west to San Diego today to speak at the Charles Schwab Impact 2009 Conference. It should be a great event and I am looking forward to meeting Advisors from around the country and discussing keys to Internet Marketing and social media. One of the top issues Advisors face is navigating the compliance considerations from FINRA.

I think that FINRA needs to update and improve its direction related to Internet communication and advertising so that the use of tools like LinkedIn, Facebook, Twitter, Podcast, YouTube, Blogs and other tools can be more clearly understood. For example – once content is approved by the compliance officer- why should there be restrictions in the syndication links to the content across these networks?

Here is a Slideshare of my talk. Let me know what you think.

I am working with Advisors to address these strategies and challenges and I am seeking input, so feel free to comment:

  • What are some best practices for using social media to promote a Financial Advisor firm?
  • How should an Advisor use Twitter, Facebook, a Blog or Linkedin?
  • Why does it matter?


This video speaks nicely to what Revenue Architects believes our clients need to consider!


Pat Lynch from Women’s Radio interviewed me last week about developing revenue architectures using Internet Marketing and Social Media strategies. I first met Pat at the Gilbane Conference in San Francisco.  Pat is the Editor-in-Chief and Host of “Speak Up!” Speak Up! invites women, and also men, who “speak” to women in terms of their values, their goals and their strong sense of community, to address issues, opportunities and successes that need to be heard by a larger audience of women leaders.

Here is the link to the interview. The topics we discussed were relevant to women owned businesses – and also apply to businesses of all sizes:

  • Authentic Marketing – don’t just optimize your website with SEO (Search Optimization) but approach your strategy in an authentic way – deliver real value for your target audience through focused content, tools and information.
  • Audience Relationship Management – go beyond “CRM” and outbound “interuption” marketing and engage your target audience through awareness and capture inbound audience intent with search visibility
  • Using Social Media – extend your presence beyond your website by engaging in social media presence to drive visibility
Thanks, Pat!