Get the latest branding, marketing and public relations insights for your financial organization.
6 Tips for Crafting a Memorable Financial Bio
While wealth management is a serious business, any opportunity to make it more personable and accessible will result in deeper relationships with your clients and new connections with spouses, children or others who may otherwise not engage with you in a meaningful way. These relationships are crucial to long-term retention and success for your firm....
Communicating with Confidence During Political Turmoil
As seen in Family Wealth Report The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. Another task is for clients not to let their own politics lead them to make bad investment decisions. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR,...
Branding, Marketing, Public Relations
Word of Mouth is a Force of Nature
Identifying COIs to force it in your direction We all know referrals are the most impactful way to grow your business. An endorsement from someone you already like and trust goes a long way in getting you to want to take the next steps with the recommended vendor. Whether it’s a car repair, new restaurant...
Local Media: How to Land Interviews in Your Backyard
If you look at your hometown newspaper or TV station’s website, you’ll notice a common theme when scanning the headlines. Many of the articles are localizing national news stories. Whether it’s related to the pandemic, the current economic climate or even politics, news reporters are often looking for that local hook. When not reporting or...
Building Brand Trust in Our “New Normal”
From a global pandemic to seismic movements against social injustices, the vast and numerous headlines of 2020 have sent shockwaves across every aspect of daily life. In the financial industry, these catalysts have expedited many changes that were already in motion, from adopting new technologies to providing more inclusive holistic services that account for all...
Silver Linings from the Trenches
8 ways to ignite the proactivity and positivity in your business, prospecting and service! We think that it is safe to say that what we are all witnessing around us is “unprecedented.” No one knows when we will see the light at the end of the tunnel, and the more you listen to the news...
The Importance of Your Personal Brand as an Advisor
Often financial advisors don’t consider themselves as a “brand.” But whether you’re at a small financial planning firm or a large multinational firm, the brand a consumer evaluates largely centers around you individually. Sure, you have a company or team and a purposeful mission. Your team can likely (hopefully) recite your key messages of what...
3 Public Relations Lessons Learned from the Global Pandemic
The global pandemic has brought a seismic shift to nearly all aspects of our lives, and it doesn’t stop short of public relations. In the last several months, coronavirus and the ever-changing news cycle has impacted the way we help our clients in their public relations initiatives. From a dramatic increase in virtual media interviews...
Branding, Marketing, Public Relations
Your Office Walls Just Got Bigger
Steps to staying relevant while working remotely Your four office walls didn’t get smaller. In fact, they got a lot bigger and now include the vastness of the internet. There is a lot more competition in your new virtual world that is also vying for your ideal client’s attention. To generate exposure and establish your...
Branding, Marketing, Public Relations
Creating a Digital Storefront
An Advisor’s Guide to “The New Normal” of Business During COVID-19 It’s the “new normal” they say. “We could see a resurgence in the fall,” some warn. #Stayhomestaysafe or some iteration is everywhere you look. So how is a financial advisor supposed to “advise” amidst a lingering pandemic? While a pandemic in it of itself...