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Why Media Wants to Hear from You

Do You Have What it Takes to be a Financial Resource? So, you want to become a source for media, but you don’t know if you have what it takes? You may be surprised to learn that journalists are always looking for sources; they are necessary for the articles they write. This is especially true...

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Materials a Reporter May Find Helpful

How to Leave Behind a Lasting Impression Following Your Interview. Talking points? Check! Professional attire? Check! Nail the interview? Check! After preparing and conducting a successful interview, you may feel like your job is done, but what if there were a way to help secure yourself as an ongoing resource with the reporter you just...

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How to Gain Media Attention

MEDIA COVERAGE IS THE HOLY GRAIL OF ADVERTISING: FREE, TRUSTED, SCALABLE Have you ever tuned in to your local news station to find an interview with a financial professional? In April, he might be asked about tax prep. In December, charitable donations may be the topic of conversation. Regardless of the topic, for financial experts,...

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Recorded vs. Live Interviews: What’s The Difference?

How to Successfully Prepare to be a Financial Advisor On The News Many of us have experience in front of a camera, but have you ever experienced live TV? While any on-camera opportunities are notable and help improve your on-camera presence, if you’ve never experienced a live TV interview, then you could easily make the...

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Is There Something I Should Know?

Empower Your PR Firm With the Inside Scoop The other day I heard an old song from Duran Duran called, “Is There Something I Should Know?” There is a part of the chorus goes, “Please, please tell me now” that repeats a few times. I couldn’t help but think that it could be the perfect...

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You’ve Heard of Fake News… What About Fake PR?

What’s at stake when you attempt to misrepresent yourself and your accomplishments—your credibility. I’m guessing you’re familiar with the term “fake news” by now. We see it everywhere we look these days and it appears in many forms—from the satire of Saturday Night Light and the hoaxes of Bigfoot sightings to poorly reported journalism and...

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Email Marketing 101

An Introduction to Email Marketing for Professionals in the Financial Sector Email marketing is one of the most cost-effective ways to stay top-of-mind of potential clients, nurture current clients and deliver great customer service. Much like the federal government regulates advisors, markers are also subject to regulation. The biggest email marketing regulation is the FTC...

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How To Deliver The Right Content, To The Right People, At The Right Time

Recently I attended a workshop in Chicago for the American Marketing Association in which marketing buzzwords including “marketing funnel,” “buyer personas” and “content marketing” continued to be a hot commodity. While these concepts in themselves span decades if not centuries, these tools can help breathe new life and provide critical structure to marketing for your...

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Can I use that Song in my Marketing Videos?

A Beginner's Guide to Music Rights for Financial Professionals. The power of video marketing has grown significantly and many advisors are trading in long-winded written content for powerful, eye-catching and engaging videos. Adding video components to your marketing strategy can help increase your conversion rate, boost engagement and leave a lasting impression with a client...

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Avoiding the Paper Cuts of Book Marketing:

Digital Marketing Strategies for Financial Professionals Writing a book is one of the greatest ways to showcase your expertise in the financial industry. Digital marketing is also one of the best ways to promote your work. Digital marketing can be started with a click of the mouse; so many people don’t start planning until too...

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