Will Elon Musk Ruin Twitter Advertising for Firms?

Advertising on Tomorrow’s Twitter May Present Risks, Plus Wells Fargo’s Alleged Fake Diversity Interviews, Advisors Impersonating Police, Financial Bullsh!t and More

Larry Roth, CEO,
Wealth Solutions Report

To My Fellow WSR Community Members:

You’ve got the best client tools, the best advice honed for your niche market, the perfect platform and excellent service standards, and it’s time for the world to know, so you go to your marketing department or external marketing consultants and start a campaign on social media.

Everything’s going well until you get a call from a client who saw a photo of your smiling team next to a post from “GreenAlienSurvivor” proclaiming, “They abducted me!” Or, what’s worse – next to a political post with which the client furiously disagrees.

This abduction is sponsored by …

The question isn’t about free speech – it’s whether your brand will accidentally be associated with speech that falls outside the values of your client base.

With Elon Musk’s takeover of Twitter fast approaching, this scenario could play out in real life soon, so we asked marketing experts in the wealth management industry their thoughts.

We also bring you the latest monthly roundup of our industry’s most bizarre and even macabre stories.

This Week’s Issue

Here’s what we have on tap this week:

  • In our latest installment of Bizarre Industry Bazaar, our loveable but grouchy James Miller walks us through netherworldly visions as he sums up the latest unusual happenings in our industry including fake job interviews, advisors impersonating police officers, inheritance via murder, crypto scams and financial “bullsh!t.”

And please keep an eye out for the additional stories that will be posting before end of this week:

Noteworthy stories and more,
to your heart’s content!
  • With the alternative assets marketplace changing rapidly, we’ll be connecting with Mark Salameh of AltsAxis in our Investment Solutions & Gatekeepers section to discuss the latest trends and best practices at the intersection of institutional allocators, wealth managers and alts managers.
  • What should breakaway advisors who are forming their own independent RIA firms expect to spend in start-up and ongoing maintenance costs when it comes to compliance supervision?  And how can newly-formed RIAs and hybrid RIAs best structure their compliance functions?  In Beltway & BeyondSander Ressler of Essential Edge, our Expert Columnist for Compliance & Regulatory Affairs, and Mitch Avnet of Compliance Risk Concepts share their views based on our latest WSR survey of recent and prospective breakaway advisors.
Let freedom ring!

We love hearing from you! Send us your thoughts, ideas and roundtable discussion themes.

Don’t forget to share our articles by email and social media, especially LinkedIn.

Have a great Independence Day weekend!


Larry Roth, CEO

Wealth Solutions Report

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