Public Relations
How to Gain Media Attention
MEDIA COVERAGE IS THE HOLY GRAIL OF ADVERTISING: FREE, TRUSTED, SCALABLE Have you ever tuned in to your local news station to find an interview with a financial professional? In April, he might be asked about tax prep. In December, charitable donations may be the topic of conversation. Regardless of the topic, for financial experts, being interviewed on the news is the perfect way to…
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Public Relations
Why Media Wants to Hear from You
Do You Have What it Takes to be a Financial Resource? So, you want to become a source for media, but you don’t know if you have what it takes? You may be surprised to learn that journalists are always looking for sources; they are necessary for the articles they write. This is especially true in more complex industries, like the financial sector. Unless the…
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Public Relations
Materials a Reporter May Find Helpful
How to Leave Behind a Lasting Impression Following Your Interview. Talking points? Check! Professional attire? Check! Nail the interview? Check! After preparing and conducting a successful interview, you may feel like your job is done, but what if there were a way to help secure yourself as an ongoing resource with the reporter you just interviewed with? There are several support materials you can provide…
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Public Relations
Recorded vs. Live Interviews: What’s The Difference?
How to Successfully Prepare to be a Financial Advisor On The News Many of us have experience in front of a camera, but have you ever experienced live TV? While any on-camera opportunities are notable and help improve your on-camera presence, if you’ve never experienced a live TV interview, then you could easily make the common mistake of assuming both scenarios are essentially the same….
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Marketing
3 Tips to Focus your Financial Marketing Priorities
Over the past decade of working closely with financial advisors, there is a common personality trait I have witnessed in many of the industry leaders. This attribute is what the Kolbe Assessment may call a “quick start,” the entrepreneurial spirit that drives advisors to start and build successful businesses. This can also lead to a common challenge: the shiny idea. Whether the idea stems from…
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Public Relations
Is There Something I Should Know?
Empower Your PR Firm With the Inside Scoop The other day I heard an old song from Duran Duran called, “Is There Something I Should Know?” There is a part of the chorus goes, “Please, please tell me now” that repeats a few times. I couldn’t help but think that it could be the perfect mantra for PR professionals. What do I mean? Well, there…
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Branding, Public Relations
You’ve Heard of Fake News… What About Fake PR?
What’s at stake when you attempt to misrepresent yourself and your accomplishments—your credibility. I’m guessing you’re familiar with the term “fake news” by now. We see it everywhere we look these days and it appears in many forms—from the satire of Saturday Night Light and the hoaxes of Bigfoot sightings to poorly reported journalism and the actual “fake news” websites that spread disinformation. It’s these…
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Branding, Marketing
Email Marketing 101
An Introduction to Email Marketing for Professionals in the Financial Sector Email marketing is one of the most cost-effective ways to stay top-of-mind of potential clients, nurture current clients and deliver great customer service. Much like the federal government regulates advisors, markers are also subject to regulation. The biggest email marketing regulation is the FTC CAN-SPAM Act. There are multiple requirements to be aware of…
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Marketing
Financial Marketing in 2017
How To Deliver The Right Content, To The Right People, At The Right Time Recently I attended a workshop in Chicago for the American Marketing Association in which marketing buzzwords including “marketing funnel,” “buyer personas” and “content marketing” continued to be a hot commodity. While these concepts in themselves span decades if not centuries, these tools can help breathe new life and provide critical structure…
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Branding, Marketing
Can I use that Song in my Marketing Videos?
A Beginner’s Guide to Music Rights for Financial Professionals. The power of video marketing has grown significantly and many advisors are trading in long-winded written content for powerful, eye-catching and engaging videos. Adding video components to your marketing strategy can help increase your conversion rate, boost engagement and leave a lasting impression with a client or prospect. Whether you choose to add a video to…
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