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PR For Business Owners—How To Get Your Message Out To The World

Alana Kohl for Bayntree Wealth Advisors Hosted by: Andrew Rafal | Your Wealth & Beyond: The Financial Planning Podcast As you grow your firm, there’s a very good chance that you will eventually need to reach out to your community—or the whole world—in order to find great clients. That’s where PR comes in, and few...

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Public Relations

5 Questions to Ask Yourself as You Watch Back Your TV Interview

Pinpoint areas where you can improve your on-camera presence with these simple questions One of your first thoughts after completing a television interview is often, “how did I do?” and one of the best ways to get an idea as to how you performed is reviewing your interview yourself. While opinions and feedback from others...

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Public Relations

The “Right” Amount of PR: Finding the sweet spot of media coverage

Public relations is a fantastic branding tool that can help increase your visibility and credibility while illustrating your expertise through editorial coverage. (Conversely, advertising only affords you the opportunity to just “tell” someone you’re the best and that they should listen to you – not a ton of credibility in that!) However, there are some...

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Branding, Marketing

Why do the colors on my marketing materials always look different? Understanding color codes

Every industry has its own language full of acronyms and jargon. Just as an IRA, IAR and RIA seem similar enough but have drastically different meanings for financial professionals, color modes in the design and marketing world contain similar complexities. While you may think your brand colors are blue and gold—it is not always as...

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Public Relations

What NOT to Do in Your Media Interview: How to Avoid Being a Bad Guest

A broadcast interview opportunity, whether it be television or radio, can be a great way to share your expertise and position yourself as a knowledgeable expert. Often when these interviews are done successfully, they can turn into reoccurring opportunities, allowing you to appear on these local or national platforms monthly, weekly and sometimes even daily....

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Public Relations

What to Look for When Hiring a Public Relations Firm

Working with a public relations firm can help you generate buzz and differentiate against your competition, creating credibility and awareness for your services. However, hiring one is a big decision—one that should be well thought out. But if you have never hired a PR firm before how do you know what to look for? It is...

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Branding, Marketing, Public Relations

ATTENTION! Get Yours Now! 3 Ways to Attract the Attention You Deserve

For financial advisors, the struggle is real…. Standing out in a crowded marketplace is anything but easy. With hundreds, and in some markets, thousands, of financial service professionals vying for the same clients, how can you set yourself apart? How do you best position and present yourself as the most trustworthy, knowledgeable and in-demand professional...

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Branding, Marketing

4 Fundamentals of Effective Financial Marketing

How can I improve marketing results for my financial practice? As the financial industry has continued to evolve toward a comprehensive, financial planning service model over the past decade, many of the advisors we speak with have developed a systematic process to review a new client’s holistic financial picture as a critical first step. The...

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Public Relations

3 Ways a TV Interview Can Help More than Just Your PR Presence

Securing a TV interview can be an exciting time for a financial professional. A TV placement provides you with a visual component that can be leveraged in a number of ways – from including it on your Youtube channel, to showing the clip at a client or prospect event, to creating a media reel to...

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Public Relations

Public Relations for Financial Advisors: The Importance of Local Media

When I speak with clients and prospective clients, I can’t help but notice that the majority are more excited about the possibility of working with national news outlets rather than local media. Whether it’s print, TV or radio, it is primarily the same—national media outshines local media in many eyes and has that “sizzle.” But...

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