Get the latest branding, marketing and public relations insights for your financial organization.
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...
COVID-19 AND YOUR MARKETING COMMUNICATIONS
In this time of unprecedented mass panic surrounding the COVID-19 pandemic, by now, you may consider yourself an expert on how to wash your hands, practice social distancing and other CDC.gov recommended measures. First and foremost, keep in mind these essential crisis communication points from our previous blog to consider the safety of yourself, your...
Big Anniversaries, Accomplishments and Awards
How to Celebrate & Promote (And still be humble…if that’s your thing) The objective of public relations is to create a reputable, likable and trustworthy image with the greater public. Serving as a media resource is one surefire way to do this – becoming a trusted expert to local and national media gives your prospective...
How to Nail Your Media Interview Over the Phone
If you’ve been following my blog posts over the past several years, you know I’ve focused primarily on providing tips for on-camera interview opportunities. This is because our clients not only seem to ask the most questions about TV appearances, but they also appear to be the most nervous about these interviews. This is not...
What Makes A Newsworthy Story?
At the speed of today’s fast-paced news cycle, producers and reporters have very little time to check their emails. Producers often sift through their inbox in-between broadcasts and production meetings, and reporters check their emails on-the-go while in the field; many receive anywhere from 250 to 400 emails per day from people who want their...
I’m Alana Kohl, and I approve this message.
Can you do the same with confidence? Political ads are abundant, with no end in sight. And at the end of each ad is the candidate’s affirmation that they approve the message. Can you imagine if their enthusiastic community organizers or die-hard supporters were given carte blanche to communicate their reasoning for endorsing or working...
Communicating Change: Planning Essentials to Capitalize on Opportunity
Change is the only constant in life, and the financial industry is certainly no exception. From market volatility, tax code and legislative overhauls, to internal business changes including mergers and acquisitions, partnership developments (or splits!) and similar—top industry leaders are those who embrace and thrive in this environment. How can you prepare for and maximize...