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Pat Allen
Works at Rock The Boat Marketing
Attended University of Kansas
Lived in Chicago
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Pat Allen

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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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Is Semalt.com showing up as a referral in your Web analytics? I'm seeing it in all GA accounts I monitor, including the Rock The Boat Marketing account, where it's the top referral for the last month.

Bot activity in general is climbing, as per this graph from +Solve Media. 

Here's a warning in the top search result about semalt
http://www.onlinethreatalerts.com/article/2014/1/1/what-is-the-website-www-semalt-com-about/
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Just love this story. Mutual funds have just 5% penetration in India. And yet, a video make by Birla Sun Life has attracted almost 1.2 million views.

That may be close to the total of all views of the U.S.-based mutual fund company videos combined.

This Mutual Fund Song is pretty irresistible. 

  http://www.business2community.com/social-media/birla-sun-lifes-mutual-fund-song-crosses-1-18-million-views-0771224, 
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This is a cool way to display Twitter response to a live event--love it!
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This +Finect video is worth a watch. It covers a lot of ground and includes some interesting data about investors, advisors and social media. 
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Pat Allen

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Love this!
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They are lovable aren't they   enjoy your friday sunday
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New mutual funds were a favorite topic this past week, with a split decision from two Dow Jones publications.

Barron's published two anti-new fund posts:
 - Let the New Guy Practice With Somebody Else’s Money http://on.barrons.com/1lf9gwe

- When To Bet On A New Mutual Fund
http://on.barrons.com/1cHHq6U

Saturday's Wall Street Journal published Why New Mutual Funds Are Better, based on research, by +Mark Hulbert 
http://on.wsj.com/1bFvVP5
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As usual, there are no easy answers
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This kind of overlay is common to mobile apps, but check it out on the Website for GE Asset Management. https://www.geam.com
 
Makes sense, lots of navigation (by country and by type of user) before a first-time visitor can get to where he or she wants to go. 

#finserv
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A provocative recommendation: "If Marketers Can’t Figure Google Plus Out, Let Your IT Department Manage It."

C'mon marketers, IT needs to help with some of the authorship implementation but don't cede Google+ to IT. 
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UPDATE: Fidelity tweeted that this report is not true--"Bitcoin investing is not currently available via our retail platform, including IRAs."

Just a quick reaction to this story about +Fidelity Investments now accepting Bitcoin for IRAs: Of course, it would be Fidelity that would be first to do this! 

I don't know much about Bitcoin (bet we're all going to learn more in the coming months), but I admire an investment firm that can be so on top of the new stuff. Its jump on Google Glass is another example from this year.

#R&D
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373 people
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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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Chicago
Story
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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
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Gender
Female
Pat Allen's +1's are the things they like, agree with, or want to recommend.
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