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Pat Allen
Works at Rock The Boat Marketing
Attended University of Kansas
Lived in Chicago
516 followers|428,947 views


Pat Allen

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Also for the community or for the SEO 101 hosts:

What would be your remediation plan for a website with erroneous meta keywords, meta descriptions and sub-optimal page titles?

The keyword issue was discovered via Search Console—search queries were leading to web pages not because of the on-page content but because of meta keywords that no longer applied to the business. Searches based on those queries should not have been leading to those pages so this has to be addressed. The question is: Should the keywords simply be deleted or should they be replaced with new keywords?

Is the effort worth it (in terms of search rankings gain) to rewrite the page titles and meta descriptions?

Thanks for your thoughts.
Pat Allen's profile photoMark Taylor's profile photoSimon Cox's profile photo
If they are in the backlinks text and you cannot persuade the site to change the text then I would not worry about them - that is traffic you would not otherwise get.
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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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Pat Allen

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Well played.
Hmm… who could it be?
Curtis Smith's profile photo
Uncle Sam of course!
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Pat Allen

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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!
In episodes #2 - #6, I interview 5 forward-thinking "digital" financial professionals at the 2014 Morningstar Conference.
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Pat Allen

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Yep, love! #finserv 
Since +Pat Allen loves auto awesome with Google pictures - here's the +Morningstar, media lounge selfie at #micus

With +John Refford +Cathy Curtis +Leslie Marshall +Stephanie Sammons +Roger Wohlner +Pat Allen and yours truly
Cathy Curtis's profile photo
love this!
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Pat Allen

G+ General Help  - 
Hi, how is it possible to edit a link previously posted to a Google+ Company page? I switched from one version of the SquareSpace blogging platform to another (Version 5 to Version 7) and now the images accompanying all my Version 5 links are broken gifs. 

Love to know why and if there's a bulk way to fix this. But failing that, I can't seem to even edit the link. Thanks.

It's happening at

The June 4 post was from the new blogging platform.
Digital marketing strategy for mutual fund, ETF, investment companies
Pat Allen's profile photoPeggy K's profile photo
Peggy K
When you include a link it will be click able, but you cannot specify the link text.
Unfortunately no there isn't any way to back date posts either. You'll have to repost.
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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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Pat Allen

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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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Pat Allen

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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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Pat Allen

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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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Pat Allen

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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.
Pat Allen's profile photoSusan Weiner's profile photo
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?
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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Curious, enthusiastic and realistic about financial services' adoption of digital + social
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 (, 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 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 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.
  • University of Kansas
Basic Information
I'm a consultant. I help financial services companies with planning and executing their digital marketing strategies
  • 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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Pat Allen's +1's are the things they like, agree with, or want to recommend.

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