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

Public Relations

How to Write an Effective Press Release

Advisors often want to do PR but they aren't at the point in their practice where they can hire a firm to do it for them. For those of you who want to DIY your own PR, here are a few tips for writing an effective press release. How To Write An Effective Press Release

Read More

Public Relations

Addressing Uncertainty About Social Security

With sequestration upon us and budget negotiations around the corner, Social Security is on the mind. Many are wondering if all the debate about federal spending and budget deficits will lead to cuts in the benefit so many retirees count on. Our “In the News” PR campaign for Q1 2013 addresses the uncertainty and misinformation...

Read More

Public Relations

The Power of a Media Kit

The resume that will get you the job of expert media resource We often get asked about the purpose of a media kit. A media kit is a collection of professional media materials that works to position you as an expert media resource. Consider the analogy of applying for a job. Just like you would...

Read More

Public Relations

Happy 8th Birthday AdvisorPR!

It was 8 years ago this week that I packed up all my belongings and headed back home to Las Vegas to start a marketing and PR firm. It was a novel idea – I was leaving a financial corporate company to venture out on my own because I saw a wide-open space for a...

Read More

Marketing, Public Relations

A New Year for AdvisorPR

It’s that time again… January always brings a new sense of motivation and dedication to get things done in the new year. I get inspired by the advisors who call us wanting to “take their business to the next level” this year and subsequently commit to a new and improved branding or marketing strategy. I...

Read More

Public Relations

Start Spreading the News! Get Media Recognition in 2013

The start of the New Year… Congratulations, you’ve made it another year in the financial services industry. As the New Year rolls in, I’m sure many of you are taking the time to plan out how 2013 is going to look. Perhaps you’re scheduling your workshops for the year, advertising campaigns, client appreciation events, award...

Read More

Branding, Marketing

Maximize Your Marketing

Results. It’s the name of the game. Business has everything to do with results. But in order to achieve measurable results for a business, such as new clients for your financial planning practice, a comprehensive marketing plan must be put in place. Many business owners, regardless of the industry, seem to believe that they can...

Read More

Public Relations

Do It Yourself Public Relations vs. Hiring the Experts

How to decide which approach is right for your business... Public relations, or the process of seeking media placements in targeted outlets, can be as simple or as in depth as you want it to be. It all depends on the time you want to invest, the results you desire and the speed to which...

Read More

Marketing

The Sales Process: How to Support Each Step of the Way

As a financial advisor, your business revolves around your ability to advise. But in order to advise, you have to sell yourself and the services that your firm offers. Your clients are buying you, your expertise and recommendations, and they will evaluate your ability to handle their financial accounts based on how you portray your...

Read More

Marketing

Web 2.0 and You: What does user engagement mean to your business?

This article ran in an industry publication in 2008, but the topic is more important than ever! Web 2.0 and You: What does user engagement mean to your business? Did you know that your prospective client has evolved and is now one of the fastest growing populations online? People 55 and older are turning to...

Read More