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

Public Relations

Maximize Your Media Success in 2019

Creating a Public Relations Plan for Your Financial Firm A new year, a new beginning. As you create your business plan for 2019, now is also a great time to proactively plan your public relations strategy. For many financial professionals, this can often go overlooked, leaving them scrambling later in the year as they realize...

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Marketing

It’s The New Year – Time to Reassess Your Sales and Marketing!

Research What’s Working and What’s Not Use the beginning of the new year to dig into your sales and marketing data to find out what works and what doesn’t. Examine the number of prospects touched during the previous year; the number of follow-up’s required to close each new account; and what specific sales activity or...

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Public Relations

Speaking to eighth graders: why you need to simplify your technical financial jargon during media interviews

When it comes to the financial services world, the jargon can seem as though it is a foreign language and the acronyms can feel like alphabet soup to the average consumer. While some of these financial terms may be unavoidable during your client meetings, you also have the time to explain what they mean, if...

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Public Relations

Nontraditional interviews: How to prepare for Live Streaming Interviews

From Facebook Live to Youtube Live, streaming video is the way of the future. As more American turn to social media channels to get their news, media outlets are shifting their focus to providing livestream content. While preparing for a livestream interview can be similar to a live TV appearance, there are still some unique...

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Public Relations

Nontraditional interviews: How to prepare for Skype and Facetime interviews

In the new era of digital media, non-traditional interviews are becoming increasingly more common but for many financial professionals, experience with these types of interviews is rare. Whether it’s streaming a live interview through a digital platform or recording a video interview through Skype or Facetime, there are tips that financial professionals should note before...

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Branding, Marketing

BRANDING STRATEGY: The Devil’s In The Details

A brand is composed of four elements: Essence . . . Attribute . . . Identity . . . and Positioning. Essence is the core or heart. How do people feel emotionally about your brand? Attribute is the dominant trait. What’s the first thing that comes to mind when people see your brand? Identity is...

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Marketing, Public Relations

Media Placement Highlight Reel: Leverage Your PR Placements Through Video

After accruing a fair amount of media placements, you may be wondering how you can best display your PR successes. While leveraging your placements on your website and social media is a crucial step to ensure you are making the most out of your PR efforts, there is another, more creative way to display your...

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Branding, Marketing

Growth Hacker Marketing

Using tech startup strategies to build your financial advisory business We’ve all see the tech industry exposed over the past two decades. Many start as a simple idea and seemingly overnight turn into huge businesses that become part of our everyday routine and vernacular. In many ways, the technology industry redefined marketing—the status quo of...

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Branding, Marketing

HOW TO COMMUNICATE EFFECTIVELY AS A FINANCIAL ADVISOR

The very first step in communicating effectively as a financial advisor is defining YOU: What you do and how you do it that differentiates you from other financial advisors. What is it that makes you stand out from the crowd? If you think your unique value is your ability to understand client needs and objectives,...

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Marketing

Use the Summer Doldrums to Assess, Adjust and Renew

The summer doldrums usually mean downtime for many wealth & investment management practices. The principals all take lengthy vacations (and staff lesser duration) on a rotating basis, leaving a skeleton crew to manage the shop in others’ absences. It’s a lazier season of the year for most investment professionals. It’s a time for taking life...

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