Get the latest branding, marketing and public relations insights for your financial organization.
The Power of the Press Release: Increase Visibility, Searchability and Credibility
Hear Ye, Hear Ye. Back in the day, (yes, way back in the day) these are the words used by the town crier to catch people’s attention so that he could make a public announcement. While it may not have been the most efficient, it was certainly simple. Stand in the middle of town and...
When to Insource Versus Outsource Your Financial Marketing
How to maximize your combined resources for the BEST results What to do or what not to do. That is always the question! It’s a common narrative by industry coaches to “pick the three things that only you can do, and delegate the rest!” But what happens when you delegate important “big stuff” to an...
Writing Checklist: How to Craft the Perfect Financial Bio
If you have ever stared at a blank page struggling to write your own biography, you know what a challenge it can be to effectively communicate all the compelling reasons a future prospect should want to work with you. It is almost like a first date or answering the notorious hiring interview question: “Tell me...
How to Land Media Interviews Surrounding Market Volatility (and Other Breaking News)
When Ongoing PR Efforts Pay Off for Advisors Often times, media opportunities occur because of someone, typically a PR professional, actively working on behalf of a client to secure media interviews. And while this is the case more often than not, at a certain point, there comes a time when consistent PR efforts pay off...
The Art of the Pitch: How to Become a Go-to Financial Resource for the Media
Have you noticed that every year the media features the same stories? Calendar based stories from the holiday season, back to school, Halloween and tax season are just some of the topics that must be included in the media’s coverage. As a financial advisor, you possess knowledge that could be valuable to media in your...
The 3 Myths of PR: Dispelling the Misconceptions that are Holding You Back
There are a lot of myths and misconceptions surrounding PR, and it appears that many advisors have the same questions or concerns about moving forward with a public relations strategy in their businesses. They don’t fully understand what it is or the value working with the media can provide. However, if you’re serious about your...
9 Advertising Must-Haves for Financial Professionals
On the heels of the Super Bowl, it is an annual tradition to discuss and analyze the ads that played during the big game. While there may not be multi-million dollar national TV ads in your future, as a financial professional there are advertising fundamentals that are important to communicate effectively and leave a lasting...
Maximize Your PR Opportunities: A Step-By-Step Guide to Coordinating and Confirming Interviews
So, you’ve hired a public relations firm to help boost your media presence and build your brand – smart move! You may be itching to begin the interview process so you can see your first placement and start to feel the impact PR can have on your business – but where do you start? When...
Email Marketing Automation: Systematize Your Financial Business
Email Marketing Automation (EMA) refers to a variety of tools and mechanism that help to automate ongoing conversations and the seamless delivery of content to your clients and prospects. EMA is traditionally used for a welcome or nurture sequence, which can include tailored messages specifically to your list’s interests. EMA has become a prevalent and...
Branding, Marketing, Public Relations
Celebrating 13 Years: 5 Lessons Learned and Tips to Fast Track Your Own Company’s Success
AdvisorPR’s anniversary is quickly approaching. It'll be 13 on January 31. As I reflect back on my business over the past 13 years, and of course on the heels of New Years and new goals for 2018, it dawned on me—if I had known then what I know now, how different the journey might have...