Boston, MA -- (SBWIRE) -- 03/05/2010 -- A new social media agency aimed at budget-minded financial marketers and sales people launched today.

D. Bruce Johnston, who co-founded the Advisōlocity agency with colleagues John Drachman and Zach Hedges, said recently, “We offer a comprehensive menu of financial social media solutions that can grow with our clients as they grow their businesses.”

“Advisōlocity aims to take advisors and money managers from social media strategy to delivery and measurement in one straight-through process,” added Mr. Johnston, Fund Marketer of the Year (2000), according to Institutional Investor.

John Drachman, Series 7 Registered Rep and editorial director said, “Following FINRA’s common sense and clarifying guidance on social media in January, distributors and RIAs have been struggling to figure out how best to apply all of this new, free marketing bandwidth to their own situation.”

A good place for media-minded thought leaders to begin, he suggested, is “Advisōlocity’s Financial Social Media Starter Kit. In effect, a customized campaign in-a-box, the Starter Kit is designed to create a firm’s peer network, capture contacts, engage and convert prospects – and raise assets under management.”

A prototype for the Starter kit was implemented by SFG Wealth Planning Services, Inc. (SFG) last summer. “Bruce and John quickly grasped the message we wanted to convey – and then conveyed it,” said SFG President Charles “Chuck” Steege CFP®. “We’re still seeing positive results.”

Mr. Drachman described how the Starter Kit works: “First, we create the firm’s social media policy statement, required by FINRA 10-06’s guidance. Next, we craft a thought leadership theme and strategy around a client’s particular expertise, and develop a white paper, blog and postings to expand their peer network,” Mr. Drachman added.

The $9000 Starter Kit also delivers an auditing report and recommendations based on contact captures, key word and meta-tag strategy and analytics integration.

Shifting to Advisōlocity’s technical capabilities, Mr. Johnston said, “Attracting Zach Hedges, our resident Internet genius, from the retail world was a critical step. Now, advisors and money managers can benefit from Mr. Hedges' extensive Software-as-a-Service (SaaS), Search Engine Optimization (SEO) and cloud computing credentials.”

As the firm’s technology director, Mr. Hedges stated that a number of larger firms, “like Bank of America’s Merrill Lynch have put a hold on advisor-centric social media initiatives. There is no better time for smaller firms to live like Goliath – because for the present Goliath has left the building.”

Mr. Hedges urged that advisors, money managers and service providers visit http://www.advisolocity.com to download a copy of Advisōlocity’s first report, “One-2-One: How to Conduct 1000 Client Discussions at Once.”

"With every marketing dollar executing a triple axel these days," Mr. Johnston concluded, "Financial advisors should tell us about their situation before making their next marketing commitment.”

Contact: D. Bruce Johnston
Financial Social Media Strategist
Advisōlocity
bruce@advisolocity.com
http://www.advisolocity.com
1.610.772.355