Branding
I’m Alana Kohl, and I approve this message.
Can you do the same with confidence? Political ads are abundant, with no end in sight. And at the end of each ad is the candidate’s affirmation that they approve the message of the content within. Can you imagine if their enthusiastic community organizers or die-hard supporters were given carte blanche to communicate their reasoning for endorsing or working with a certain candidate? Do you…
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Branding, Marketing
Communicating Change: Planning Essentials to Capitalize on Opportunity
Change is the only constant in life, and the financial industry is certainly no exception. From market volatility, tax code and legislative overhauls, to internal business changes including mergers and acquisitions, partnership developments (or splits!) and similar—top industry leaders are those who embrace and thrive in this environment. How can you prepare for and maximize business opportunities during times of change? Establish and maintain a…
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Public Relations
What Do Financial Advisors and PR Pros Have in Common? They Keep Their Eye on the Prize
Everyone reading this understands the benefits of someone starting to invest for their retirement when they are in their 20’s vs. their 50’s. Although young investors might see some monetary gains from their investments when they’re in their 30’s, it most likely is not enough money to finally retire from work. Some of the advisors that we work with at AdvisorPR discuss how many people…
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Public Relations
An Advisor’s PR Journey in the Media Blitz
A Year In Review For many, the end of the year is a time for reflection and review of the past 12 months. This may be a common practice for you and your business and the same goes for me as a PR professional. Securing media coverage for our clients is an exciting accomplishment I look forward to every day. When I think about a client…
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Branding
What do Google, GEICO and Wealthfront have in common?
An outside-the-box approach to company name selection Apparently, it is name changing season. Over the last year, name changes have been one of the more popular services being requested by AdvisorPR. For some, it’s due to a merger of two competing firms coming together as one. For others, it’s a proactive play to go independent from a captive situation. Another was a break-up of a…
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Marketing
Video Production Checklist Part 2: Production Day
You’ve drafted your script, created your storyboard, organized the necessary equipment and vendors from part 1 of this checklist, and now it’s finally here: production day. But your work is far from over. There are many items to keep track of during your video shoot. The following checklist can help you stay organized and ensure everything runs smoothly and efficiently. Equipment – The day before…
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Public Relations
The Picture-Perfect TV Interview
There is something about the TV interview that everyone loves. Maybe it’s the fact that when viewers see you or your brand on the screen, it adds an extra layer of credibility to your message. Perhaps it’s because those interviews can be leveraged to share with your audience either through your company website or social media. One thing is for sure; it doesn’t matter if…
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Branding, Marketing
M&A is Rampant: How to Stay Competitive
Return to Marketing Basics Mergers and acquisitions (M&A) are all the rage in the financial services industry right now. But, if you don’t want to participate in these ventures, consider the other “A”—addition. As a marketing major (many moons ago), marketing 101 taught us the 4 Ps of marketing – Product, Placement, Price and Promotion. Each of these areas has variables that impact the success…
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Marketing
How to Evaluate Your Marketing Efforts
Marketing is often one of the largest investments for an independent financial advisor. Just like the investments in your clients’ portfolios, marketing efforts need to be considered an investment (not an expense.) This means measuring, evaluating and adapting over time to fit the changing environment. In my most recent blog, I shared tips on creating a successful marketing plan for a financial advisor. Once these…
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Marketing
How to Create a Marketing Plan for Your Financial Business
I believe there is no shortage of marketing ideas in the financial industry. In fact, I have found that the “shiny idea” syndrome of bouncing between too many inspirations is often a bigger marketing challenge for financial advisors. So, how do you know what marketing efforts make sense for you and your financial brand? Just like financial planning, successful marketing starts by having a clear…
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