Branding, Marketing, Public Relations
5 ways PR can build your business
For many advisors, media interviews are a thrilling experience. There is a euphoria that comes from nailing a TV interview and a level of satisfaction in being the “go-to resource” on a financial topic… and not your competitor. But PR comes with more than just immediate gratification – it can have a long-term impact, one...
Branding, Marketing, Public Relations
Invest in my brand?… What’s the point?
Clients. That’s the point. Bigger, better, more qualified, more eager to get started now, A+ types of clients. Branding is the bridge that takes you from a transactional salesperson always looking for the next person to buy your products, to a pursued, trusted financial consultant who brings value and purpose to a clients’ financial plan...
The Difference Between Earned Media and Paid for Media: Separating “Public Relations” from Everything Else
So, you want to grow your credibility through public relations initiatives and have your name in esteemed media outlets to leverage in your practice? Great! But, what constitutes as “credibility-building” PR, and what does not? Test your PR knowledge. Here is a quiz to see if you can separate “earned” PR from every thing else!...
The Who, Why and When of Effective Marketing
Have you ever heard of the one: “Send the right audience, the right message, at the right time.” That’s how you grow your business. So, that sounds easy enough, right? So why aren’t you doing it!? Obviously, it’s not as cut and dry as it sounds. Let’s break this down: The right audience. Chances are...
Maximize Advisor Success: 5 Essential Marketing Responsibilities to Delegate
As an independent financial advisor, you’re likely responsible for many different aspects of your business—from sales to operations, to marketing and more. However, one key commonality we see with the most successful advisors and business owners that we work with is their ability to identify and focus all energy on their most essential two to...
10 Years and counting… Looking back at the changing landscape of Financial PR
As of January 28th, it’s been 10 years since I first started AdvisorPR. I set out with aspirations to position professionals in the financial services industry and give advisors doing right by their clients a more prominent voice in their community. Our firm has always specialized in the financial services industry and placed an emphasis...
Lean and Mean in 2015: 3 Tips for Building a Marketing Plan for Your Financial Practice
Whether you’re just embarking on independence or are a veteran advisor with an established firm, there are three things that remain consistent when building your marketing plan for the year. If you focus on the following three things when planning, and keep these activities on in the forefront throughout the year, you will be on...
6 Tips to Building the Perfect Media List
Crafting the perfect message is only one part of the PR process. Knowing who to say it to is just as, and in a lot of cases even more important than the content itself. You need the right message in front of the right person, at the right time – and that’s not always a...
Making the Play: Contacting the Media
Are you’re a DIY-er who needs a little direction on how to reach the media on your own? Well this is for you. When reaching out to media in your community there is some standard ways to communicate the information you are promoting to that the media are accustomed to receiving. They include: Press release...
What is Your Value Prop, Really? How to Stand Apart in a Sea of Competition
Recently, I had an advisor question “brand-building,” and if there is really any value in this since every advisor “does the same thing.” My first thought to this – if you don’t think you do anything of value, your prospective clients never will either. If you want to be a successful business owner and top...