Pat Allen, a great resource for tracking asset managers’ social media

Pat Allen of Rock the Boat Marketing works for me. Well, not literally. No money changes hands. But Pat’s tracking and analysis of investment management companies spares me from the need to perform these tasks myself.

Three things stand out for me about Pat’s online presence:

  1. News coverage
  2. Analysis
  3. Twitter lists

1. News coverage

As @RocktheBoatMKTG on Twitter, Pat tweets and retweets news, blog posts, and other information relevant to investment management marketers. Here’s an example.

As @AdvisorTweets, Pat highlights the social media activity of registered investment advisors, brokers, financial planners, and other financial professionals. Asset managers need to track these financial intermediaries who are an important source of financial product sales. NOTE: Pat has put AdvisorTweets up for sale.

2. Analysis

There’s a 140-character limit to how much analysis pat can squeeze into her tweets. So, for analysis I turn to her Rock the Boat Marketing and Advisor Tweets blogs.

3. Twitter lists

To figure out which investment managers have a Twitter presence, simply mosey over to Pat’s investmentmanagers list, which she updates frequently.

Check out these highlights of Pat’s online presence. You’ll probably find more that you enjoy.

Disclosure: Pat wrote a lovely testimonial for my latest e-book. However, this blog post was brewing long before that.

2 replies
  1. Pat Allen
    Pat Allen says:

    Susan, is my face red? I’m a big fan of yours, as you know, and it means a lot that you value the “work” I do for you. (Since you are the writing guru, I feel I should explain that I put work in quotation marks because all this stuff is so much fun!)

    Thank you for such a generous post.

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