Public Relations

Frank Maselli & Alana Kohl:

The Power of PR - A Performance Enhancing Activity For advisors who are ready to take their practice to higher levels of sophistication and success, PR can be a goldmine opportunity. It can open doors, elevate your stature to a point where prospects call you and make referrals about 90% easier. What to expect from...

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Branding

Technology and Your Financial Brand

Industry Insights, Key Messages & Considerations Where are you when it comes to technology? Are you an early adopter? Do you embrace cutting-edge innovation in your personal and professional life and use those tools and apps to communicate with clients? Or, do you cling to the old days? Do you tell yourself, “if it ain’t...

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Branding, Marketing, Public Relations

Is Your Marketing a Trick or Treat?

How to make sure your promotion dollars are getting a return Often, small business owners allocate a total gross percentage of their revenue to their “marketing” budget. I often hear anywhere between 10 to 30 percent that’s “invested” back into promotional activities with the goal of attracting more prospects, generating more referrals and closing more...

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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,...

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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...

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Branding, Marketing, Public Relations

From Advisor to Author:

Your Book is More than a Client Handout - Cliff Notes to Book Publishing & Promotion for Financial Professionals There’s a growing trend in the financial services industry of accomplished advisors becoming book authors. It is the pinnacle of credibility and a calling card to prospects who needed that added assurance that you are the...

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Public Relations

How to Get in the News as a Financial Advisor

5 Questions to Ask Before Hiring a PR Firm It was more than 15 years ago when I first started in the financial industry, and it’s certainly come a long way. In 2003, public relations was mostly unheard of within the industry. I remember an advisor telling me he’d consider public relations in his practice...

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Branding

Building a Brand through Client Experiences

I attended a Barron’s conference in Las Vegas recently and had the opportunity to sit in on a very informative presentation about creating a “wow” experience for clients. This resonated with me for a couple reasons. The presenters asked the attendees in the room, by a show of hands, if they felt that the customer service...

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Branding, Marketing, Public Relations

Crisis Communications: When Your Clients are Facing the Unknown

Critical illness, death, injury and even a layoff or early retirement are often uncharted territory for people until they are experienced first-hand. These life events are often unplanned and unexpected, and in many cases, require life-changing decisions to be made almost immediately. This is nothing short of a personal crisis for those experiencing it, and...

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Branding, Marketing

5 Website Must-Haves

The internet continues to change at a rapid pace as people find new ways to access and browse the ever expanding content. Search engines use extremely different methods to rank pages than they did a decade ago. To succeed, business websites need increased optimization, features and content than ever before. You can greatly increase traffic...

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