Attention marketers and sellers: Dunbar's #, maintainable relationships, holds true even in the time of social networks…and that number is...

Are their limits to social media and humans' capacity to engage meaningfully?  Oxford Psychologist Robin Dunbar's recent paper examined if social media use today affects the maximum 'number of stable relationships a human can maintain', known as Dunbar's number (see Jan.23, 2016 issue of The Economist, p. 73 or link below).  The Economist reports that in looking at two samplings of Facebook users and working adults, the recent paper by Prof. Dunbar found the average number of their Facebook friends was 187 and 155 respectively -- which aligned well with Dunbar's famed number of 150 maintainable relationships calculated in the 1980s.  The original Dunbar research was based on trying to understand primates and their strong focus on grooming (see second link below for excellent prior article in The New Yorker by Maria Konnikova on Dunbar and more of Dunbar's #s: 150, 50, 15, 5, 500 and 1500, each a unique engagement circle).

The Economist: http://www.economist.com/news/science-and-technology/21688846-online-social-networks-do-not-change-fundamentals-friendship-done-bar

http://www.newyorker.com/science/maria-konnikova/social-media-affect-math-dunbar-number-friendships

Strategy And Distribution Inc Supports Investor/Advisor Fund Perception Studies Rollout

We are pleased to be working with Rivel, originator of the Investor Perception Study which is a service used by 250 of the S & P 500, and with RT Hausler, a highly regarded fund marketing consultancy, to bring this exceptional analysis to the mutual fund and investment market.  We recently provided the following press release to the media.  

Asset Managers’ Growing Demand for Customized Perception Studies Drives Strategic Alliance for Leading Industry Experts

R.T. Hausler Strategic Marketing LLC, a leading marketing consulting firm serving the asset management industry and Rivel Research Group, a globally-recognized market research firm have formed an alliance to provide highest-quality, comprehensive research-driven insight to asset managers, including traditional institutional investors, alternative managers, trust banks and RIA/wealth managers.

Franklin Lakes, NJ, (PRWEB) December 18, 2015

R.T. Hausler Strategic Marketing LLC, a leading marketing consulting firm serving the asset management industry and Rivel Research Group, a globally-recognized market research firm have formed an alliance to provide highest-quality, comprehensive research-driven insight to asset managers, including traditional institutional investors, alternative managers, trust banks and RIA/wealth managers.

“Rivel’s customizable solutions offers the ideal platform to answer the growing demand for independent and objective market research and perception studies” said Bob Hausler, CMO of R.T. Hausler Strategic Marketing. “With Rivel’s exceptional industry experience in this specialized field, our clients can rapidly realize the power of perception among their key stakeholders, investment consultants and prospects. Since perception is reality in business, analytical research is one of the most valuable tools a manager can utilize to optimize asset growth and client retention.”

Rivel’s alliance with R.T. Hausler will include bespoke offerings for mid-market and larger financial services companies seeking to benefit from Rivel’s disciplined quantitative and qualitative approach. Rivel has worked with roughly half of the firms in the S&P 500 and hundreds of other companies located on 6 continents over its quarter-century operating history.

"The focused insights gained from Rivel's research will also open new growth opportunities and higher levels of engagement at financial advisory firms, benefitting top producers, key account managers as well as RIAs," added Peter Suhr, CFP® , a former key account manager at a broker-dealer who consults on distribution-related matters with Hausler.

R.T. Hausler helps asset managers grow their AUM with creative and proven marketing and distribution-related advice. Over the past five years, money managers have increasingly turned to Hausler for high-quality deliverables and strategic guidance on their most important initiatives. Hausler has worked with HNW RIA wealth-managers, mutual fund sponsors and institutional investors to achieve their growth goals, on projects including business planning, thought-leadership campaigns, website development and new product launches.

“Global money managers are turning to Rivel to analyze how their asset allocator clients, prospects and consultants view them on a multitude of levels. Our work helps asset managers understand qualitatively and quantitatively the delta between the investment experience they want and the one they believe they are getting. It’s not just about performance” said Rivel Senior Managing Director Alon Kutai. “Hausler’s proven asset management industry expertise is highly complementary with Rivel’s comprehensive analytical capabilities.”

Rivel and Hausler plan to leverage their respective strengths to drive innovation and growth across the asset management industry and its sub-sectors. The two firms are working together to implement a deep, value-added service that uncovers qualitative and quantitative insights specific to each investment manager’s offerings.

http://www.rivel.com             http://www.rthausler.com             http://www.strategyanddistribution.com

Contact Information

Bob Hausler
RT Hausler Strategic Marketing
http://www.rthausler.com
+1 201-745-9071

Peter Suhr at 631-988-8069 or psuhr@strategyanddistribution.com

SIFMA Compliance And Legal - March 2016

1800 compliance members of the broker-dealer community will travel to Florida for several days of training and networking…find out more at http://www.sifma.org/cl2016/

Past experience is that this is a high level educational event and the length of the conference offers a good amount of time to connect with members of the large audience.

Social Media For Financial Advisors Sept 1, 2015

Today's Notes:

*Vanguard shared a speaker from their marketing department who offered good overview of data on current usage by investors of various social channels…

*Vanguard steadily tweets 7 times a day 7 days a week and kept the same cadence during the 600 point down days…

* usage stats shared on daily use of Facebook and Twitter, respectively:  Mass Affluent (65% and 12%), Millionaire (55% and 24%) and UHNW (49% and 23%)….