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