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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...

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Overcoming Obstacles in Live TV Interview

Appearing on television, whether it is on the local or national level, can be an intimidating and overwhelming experience for anyone.  Appearing on live television, however, can be downright frightening for some. The comfort that comes with recorded interviews no longer exists and with the unpredictable nature of live television, many interview subjects can feel...

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Talking Points: A fine line between resourceful and restricting

Talking points can be a great tool that captures and organizes yours thoughts for a media interview. They prove to be a valuable resource dealing with the media, as talking points can help you maintain your composure and deliver the right message. Many members of the media see the value in talking points and welcome...

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Cause Related Marketing – Act Locally

The dictionary definition of Cause Related Marketing is a type of marketing involving the cooperative efforts of a for-profit business and a non-profit organization for mutual benefit. Cause Related Marketing can be a good tactic to add to your marketing strategy as it is mutually beneficial to both sides - everyone benefits, the charity gets...

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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!...

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Radio Marketing for Financial Advisors: Tapping Into Guest Brand Equity (Part 2)

So you have landed an author, community leader or other notable guest for your show—congratulations! This is the perfect opportunity for both of you to gain exposure to a new audience. Here’s how to make the most of this opportunity: Pre-show Request Images & a Short Bio Whether there is a logo, book cover, headshot...

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Radio Marketing for Financial Advisors: Leveraging Your Show to Grow your Audience, Influence & Book of Business (Part 1)

As radio continues to be a popular marketing funnel for financial advisors, it can be easy to get swept up in the production and lose sight of the end goal: financial clients! Let’s take a look at how to integrate this traditional medium with the newer marketing channels and technologies available today to maximize your...

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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...

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A Guest Column – A Public Relations Triumph

So you hired a public relations agency, obviously you want publicity to get your name out there. To most people this means being interviewed on the phone or in person, for a print publication/website or on television. Then your agency calls; your local daily newspaper or your weekly business magazine wants you to write a...

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Posture Perfect: How Posture Impacts Your Media Presence

“Sit up straight!” – A phrase many of us would hear throughout our childhood, prompting us to correct our posture. After years of reminders (and some badgering), sitting up straight has become ingrained in many of us but unfortunately; we don’t always take notice of our posture when it matters most. When a potential client...

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