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Who Says You Can’t?
5Friction-less Ways
Investment Management MarketersCan Take Part in Social Media
May 5, 2009 First revision: May 6, 2009 
 
Who Says You Can’t?
| © 2009 –Rock The Boat Marketing |
Twitter.com/RockTheBoatMKTG
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Introduction
This was going to be just another post on myblog. Earlier in the day, I’d skimmedthrough a handbook on Twitter for teachers and then I came across a whitepaper aboutdigital strategies for pharmaceutical companies. My instinct was to draft a post thatwould seek to appeal to financial services marketers’ sense of shame: Really? Do wereally want to be the last industry that embraces the power of social media?
I say “we” because I worked for many years inside investmentmanagement companies and I work for them today asa consultant. I understand the forces that conspire daily tokeep financial services marketing from innovating or evenfast-following.The financial crisis, which has required cutbacks onmarketing spending, staffing and even planning, is onereason that mutual fund companies, ETF providers and othermoney managers are conspicuous by their absence in social media.Just about everybody else is wandering in. See the growing lists on:•Social Brand Index•A List of Social Media Examples•Ongoing List of Social Media Efforts from Banks,Credit Card, Financial Institutions and Lenders
 
Contents
Social Media Adoption byFinancial Advisors………………...……...61. Prepare Your Content To Go…….....102. Think In Bite-Sizes……………...……173. Embrace The Tweet…………………224. Get Out and Meet Some People…...275. Give A Picture, It Will Go Further…..33The Return On Your Investment …..….35Your Next Step……………………….…36About Rock The Boat Marketing………37
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