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Why RIAs would rather go to Twitter than talk to a wholesaler

Asset managers are cutting out the middle-man by going straight to the Web, study says

Tuesday, August 2, 2011 – 5:57 AM by Lisa Shidler
Admin:
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Pat Allen: You have to be able to improv with RIAs. They have their own agenda. The whole idea of the ad campaign is passé.

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Mentioned in this article:

Russell Investments
TAMP
Top Executive: Jennifer Tice




Zack at NewRulesofInvesting.com

Zack at NewRulesofInvesting.com

August 2, 2011 — 7:25 AM

Interesting points from Pat about how RIA’s tendency to do their own research impacts how they purchase services and funds

Blane Warrene

Blane Warrene

August 2, 2011 — 9:36 PM

An interesting component (and often unrecognized value) of adding a social media element to asset management campaigns is “behind the scenes”. From wholesaling perspective – it is often a lead with the product, terms and specs and the mechanics. Important yes – but not as the lead. Understanding how managers and product manufacturers 'think’ and through what lenses they view the market provides a richer view for advisors to gauge what products they want to consider.

Maria Marsala

Maria Marsala

August 5, 2011 — 6:41 PM

Integrating social neworking with other forms of marketing, is key.

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