Get the latest branding, marketing and public relations insights for your financial organization.
Implementing Your First Podcast
Financial Podcasting Part 2 Podcasting can offer great benefits to financial professionals — when planned correctly. If you have just started thinking about podcasting, consider reading Podcasting Part 1 to learn more about strategizing for your podcast. If you already have your audience, theme, goals and equipment established, it’s time to start your first podcast....
Podcasting Strategy
Financial Podcasting Part 1 Podcasting can be an efficient way to share your unique story. Podcasts are also a great alternative for individuals who have great ideas, but think they have ‘a face for radio’ or are not avid writers. Podcasting offers great benefits when planned correctly. Before you press record for the first time,...
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...
Don’t Forget About Me
Public Relations is Not an Afterthought Working at a public relations agency, you get used to hustle and bustle especially when the media is on a deadline, and you are arranging interviews that almost always needed to have happened yesterday. Sometimes these things cannot be helped; it’s the nature of we do. However, there are...
Print Materials in a Digital Age
The Power of High-Impact Deliverables for your Financial Services Firm What is one of the best things to hear as a business owner? You have a new prospect! Once the excitement settles in you may be left wondering...Now what? Whether a contact from your website or a referral opportunity from a client or center of...
Using a Calendar-Based Event to Gain Media Coverage
Understanding and anticipating the type of content media outlets are looking to cover is half the battle in public relations. You have valuable insight to share with the media, but how do get their attention? Any journalist will tell you one of the most important criteria they keep in mind when selecting a story, is...
SEO Best Practices
For Professionals in the Financial Industry As more and more prospects go online to research and find a service provider, being found is an increasingly important component of your overall marketing strategy. Search engine optimization (SEO) is essentially making your website easy for search engines to understand and find important details. This will make your...
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...
WHEN THE MEDIA VISITS YOUR OFFICE:
A STEP-BY-STEP GUIDE TO PREPARE If you’ve cleared the first hurdle in securing a new media opportunity by scheduling an interview with a reporter to visit your office, you may be wondering “what’s next?” Whether the reporter visiting your office is from a local newspaper or television station, you should be prepared to put your...
How to Effectively Survey Your Clients
THE ANSWER IS OUT THERE, BUT YOU HAVE TO ASK THE RIGHT QUESTIONS We have all experienced a negative experience while doing business. Whether it was a lack of response to our e-communications, not having important options available or feeling like we were not valued. We have also all told someone about these experiences. The...