Public Relations
Speaking to eighth graders: why you need to simplify your technical financial jargon during media interviews
When it comes to the financial services world, the jargon can seem as though it is a foreign language and the acronyms can feel like alphabet soup to the average consumer. While some of these financial terms may be unavoidable during your client meetings, you also have the time to explain what they mean, if necessary. But when it comes to media interviews, there is…
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Public Relations
Nontraditional interviews: How to prepare for Live Streaming Interviews
From Facebook Live to Youtube Live, streaming video is the way of the future. As more American turn to social media channels to get their news, media outlets are shifting their focus to providing livestream content. While preparing for a livestream interview can be similar to a live TV appearance, there are still some unique steps you should take ahead of your livestream event to…
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Public Relations
Nontraditional interviews: How to prepare for Skype and Facetime interviews
In the new era of digital media, non-traditional interviews are becoming increasingly more common but for many financial professionals, experience with these types of interviews is rare. Whether it’s streaming a live interview through a digital platform or recording a video interview through Skype or Facetime, there are tips that financial professionals should note before participating in a non-traditional interview. In this blog, I’ll address…
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Branding, Marketing
BRANDING STRATEGY: The Devil’s In The Details
A brand is composed of four elements: Essence . . . Attribute . . . Identity . . . and Positioning. Essence is the core or heart. How do people feel emotionally about your brand? Attribute is the dominant trait. What’s the first thing that comes to mind when people see your brand? Identity is the character of your brand. What’s the likeability of your…
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Marketing, Public Relations
Media Placement Highlight Reel: Leverage Your PR Placements Through Video
After accruing a fair amount of media placements, you may be wondering how you can best display your PR successes. While leveraging your placements on your website and social media is a crucial step to ensure you are making the most out of your PR efforts, there is another, more creative way to display your portfolio of placements: a media placement highlight reel. A media…
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Branding, Marketing
Growth Hacker Marketing
Using tech startup strategies to build your financial advisory business We’ve all see the tech industry exposed over the past two decades. Many start as a simple idea and seemingly overnight turn into huge businesses that become part of our everyday routine and vernacular. In many ways, the technology industry redefined marketing—the status quo of brand building by buying expensive ad space died with the…
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Branding, Marketing
HOW TO COMMUNICATE EFFECTIVELY AS A FINANCIAL ADVISOR
The very first step in communicating effectively as a financial advisor is defining YOU: What you do and how you do it that differentiates you from other financial advisors. What is it that makes you stand out from the crowd? If you think your unique value is your ability to understand client needs and objectives, you should know the vast majority – 75% – of…
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Marketing
Use the Summer Doldrums to Assess, Adjust and Renew
The summer doldrums usually mean downtime for many wealth & investment management practices. The principals all take lengthy vacations (and staff lesser duration) on a rotating basis, leaving a skeleton crew to manage the shop in others’ absences. It’s a lazier season of the year for most investment professionals. It’s a time for taking life easy. Kicking back. Traveling to one’s favorite city or destination…
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Public Relations
5 Questions to Ask Yourself as You Watch Back Your TV Interview
Pinpoint areas where you can improve your on-camera presence with these simple questions One of your first thoughts after completing a television interview is often, “how did I do?” and one of the best ways to get an idea as to how you performed is reviewing your interview yourself. While opinions and feedback from others can be helpful, it’s also important to take it upon…
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Public Relations
The “Right” Amount of PR: Finding the sweet spot of media coverage
Public relations is a fantastic branding tool that can help increase your visibility and credibility while illustrating your expertise through editorial coverage. (Conversely, advertising only affords you the opportunity to just “tell” someone you’re the best and that they should listen to you – not a ton of credibility in that!) However, there are some instances when positive media coverage can work against you. Even…
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