Get the latest branding, marketing and public relations insights for your financial organization.

Branding, Marketing

Should I Buy This Ad? The Financial Advisor’s Guide to Advertising

As a local business owner, you have likely encountered a number of advertising opportunities from your local radio, newspaper or similar media outlets to promote your financial firm in your market. They are often laced with urgent deadlines and special incentives to sweeten the deal. The question is: should you or shouldn’t you? How do...

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Marketing

Pay-Per-Click 101

There is no denying the value of having a digital presence for your business. If you are just starting your business, or are just starting to promote your business online it can be very overwhelming. One of the easiest ways to quickly reach your target audience is with pay-per-click, but knowing you should do it...

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Marketing, Public Relations

Charity Begins At Home

You want to give back and start raising money for a charity. It is something that you have wanted to do for some time. So, what is the first step? Finding a charity that you want to support. Easy right? Not always. Picking a charity that is right for you can take some effort. Unfortunately,...

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Public Relations

The “Swiss Cheese” Press Release: How to Act Quickly When News Breaks Part 2

Congratulations! You’ve created a “Swiss Cheese” press release and are one step closer to being a go-to resource for the media when news breaks. So what’s next? The following are some additional tips to help you distribute the release when the time comes. Identify your key media contacts. In order to move as quickly as...

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Public Relations

The “Swiss Cheese” Press Release: How to Act Quickly When News Breaks Part 1

When breaking news hits, you often times don’t have the time to develop an entire press release and if you do, you risk missing out on a lot of great media opportunities. TV outlets especially move quickly when news breaks. For example, when the Brexit news was announced and the market took a dive, several...

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Branding

The Three Most Common Branding Questions – Answered!

What is needed to build an effective brand? First, you need to include your brand in everything that comes from your company. This would include your emails, letters, collateral – everything. Consistency in seeing these brand attributes will help to build brand recognition. From there, be very targeted.  An ad in New York Times Square...

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Public Relations

May the Force Be With You: How to Stand Out From Other Financial Media Resources

In the spirit of Star Wars day, securing regular and recurring “out of this world” media coverage can happen, if you approach each opportunity with a long-term vision. In my mind, if you appear in the media, you are a star. Maybe you’re not invited to a red carpet event after a few appearances, but...

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Branding, Marketing, Public Relations

Trump your Marketing in 2016

Love him or hate him, Donald Trump does know how to do one thing very well – and that’s live in people’s minds rent-free. Politics aside, the ability to get people talking about you and remembering your messages is an aspiration for just about any businessperson. And doing it without a “ginormous” advertising budget can...

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Public Relations

4 Steps to Take When You’ve “Bombed” a TV Interview

As much as we all try to avoid them, bad interviews can happen. Regardless of the amount of time and media coaching you put in to prepare or how well versed you are on the topic, sometimes nerves, or even just bad days, can get the best of us. Television interviews in particular can be...

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Marketing

Diversify Your Marketing Mix: Understanding Owned, Paid & Earned Content

Just like investing in the stock market, a strong diversity in your marketing mix is essential for consistent long-term growth of your business. As the financial plans you will recommend vary based on each client’s unique needs, a financial professional’s marketing mix will also vary based on region, market niche, budget and growth objectives. When...

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