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Pat Allen
Works at Rock The Boat Marketing
Attended University of Kansas
Lived in Chicago
445 followers|124,576 views
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Pat Allen

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At the end of every year, I take a final spin through my tweets, bookmarks, presentations to compile the list of my favorite content of the year. Here's the 2014 blog post that resulted.

Happy Holidays, #finserv !
Pay no attention to the graph below that suggests my excitement on Twitter plummeted from its high...
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Well played.
 
Hmm… who could it be?
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Uncle Sam of course!
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Steph, thanks for letting me be part of what I know will be a media giant someday.
 
I've got a new podcast - the Wired Advisor Podcast - Financial services industry insights and interviews for today's digital financial professional. 

If you're a financial advisor, industry professional, or executive, my goal is to help you stay informed and ahead of the curve with this podcast...while you're on the go!

Check out the latest episodes: The Morningstar Sessions - Interviews with forward-thinking financial professionals: +Pat Allen +Michael Kitces +Rick Ferri +Cathy Curtis +Roger Wohlner 

Go check it out!
http://blog.wiredadvisor.com/morningstar/
In episodes #2 - #6, I interview 5 forward-thinking "digital" financial professionals at the 2014 Morningstar Conference.
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Yep, love! #finserv
 
Since +Pat Allen loves auto awesome with Google pictures - here's the +Morningstar, Inc.social media lounge selfie at #micus

With +John Refford +Cathy Curtis +Leslie Marshall +Stephanie Sammons +Roger Wohlner +Pat Allen and yours truly
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love this!
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My first post using the LinkedIn publishing platform: App indexing should help investment content creators better leverage their content. #finserv http://linkd.in/1hoen65
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Pat Allen

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The kerfuffle is putting Marketing, or whatever group is in charge of advancing the social strategy, in the middle.
 
Mutual fund, ETF employees are not keen on firms’ archiving their LinkedIn communications--in this post, the leading archivers comment on the black-and-white and gray areas                                        #finserv
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Will this raise advisors' expectations when they log in to other firms' sites?
 
+blackrock  introduces something new and different—a virtual community for financial advisors--with its new Advisor Insight Center.  #finserv
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Mutual fund and ETF firms are hopping on the #icebucket  challenge bandwagon. I think it's a good thing. #finserv
 
Thanks to +LPL, +Morningstar, Inc. +Tom Lydon +MarketWatch #icebucketchallenge  has spread to the investment industry. #finserv
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Catching up on social brands, modern sales and marketing practices, how to optimize the digital experience, KPMG's perspective on the asset management industry in 2030 and LinkedIn's latest. 
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Compared to 8% in 2004.
 
A recent #survey from #PutnamInvestments revealed that 23% of 401(k) plan participants did not open their most recent quarterly statement.
A recent survey from Putnam Investments revealed that 23% of 401(k) plan participants did not open their most recent quarterly statement.
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Yes, but you have to remember your dratted password and take the deliberate step of logging in, instead of simply tearing open an envelope that's in your face when you go through your mail.
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What innovation will have the greatest influence on stock prices in next five years? http://cfa.is/1ldL2nv
Last week, researchers at the University of Louisville announced a major breakthrough in spinal cord research. Using epidural electrical stimulation of the spinal cord, scientists demonstrated part...
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Love this!
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They are lovable aren't they   enjoy your friday sunday
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Have her in circles
445 people
Joe Wooldridge's profile photo
Joseph Hogue, CFA (Peerfinance101 - Crowd101)'s profile photo
Rex Anderson's profile photo
Alexander Knapp's profile photo
Ahsan Habib's profile photo
Mash Patel's profile photo
Karen Matingou's profile photo
Kurtosys's profile photo
jonathan haley's profile photo
Work
Occupation
I'm a consultant. I help financial services companies with planning and executing their digital marketing strategies
Employment
  • Rock The Boat Marketing
    I'm a consultant. I help financial services companies with planning and executing their digital marketing strategies, present
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Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Previously
Chicago
Story
Tagline
Curious, enthusiastic and realistic about financial services' adoption of digital + social
Introduction
My name is Pat Allen, owner of Rock The Boat Marketing, a Chicago-area consulting boutique specializing in digital marketing strategy for investment firms. #finserv is pretty broad but @#finam (financial services asset management) is just right. 

My marketing and communications experience includes several years in senior marketing and communications positions with Chicago’s great investment management companies (Claymore Securities, Calamos Investments, Morgan Stanley/Van Kampen Investments and Scudder Funds/Kemper Funds) and several years in senior editorial and publishing roles for retail banking’s leading professional services organizations (BAI and the U.S. League of Savings Institutions).

But it's my consulting from on the outside that I'm really loving! 

Since 1996, when I led a wee team in the development of the intermediary industry’s first Web site (Kemper.com), my passion has been directed toward the speed-to-market communications advantage and measurability of digital media.
In September 2009, I founded AdvisorTweets LLC, whose Web site AdvisorTweets.com aggregates the tweets of U.S.-based financial advisors. 

AdvisorTweets was a 2009 Killer Startup and as of July 2011, the Twitter account was ranked by Sulia.com as a top 10 personal finance Twitter account. For two years the day-to-day management of AdvisorTweets kept Rock The Boat Marketing close to its clients' target audience as they found their voice on the social Web. I sold the site in July 2011, freeing me to move on to the next big thing for my clients.

The RTB POV: Financial services marketing doesn't have to be boring or slow or late to innovation or even...perfect first time out. Let's try something! 

Bragging rights
My ping pong skills are not awful.
Education
  • University of Kansas
    Journalism
Basic Information
Gender
Female
Pat Allen's +1's are the things they like, agree with, or want to recommend.
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