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

Branding, Marketing, Public Relations

7 Tips for Financial Marketing Literacy in 2018

April is Financial Literacy Month—a national effort to highlight and teach the importance of how to establish and maintain healthy financial habits. It made me think about the importance of “marketing literacy” and what financial services companies need to understand to maintain healthy financial marketing practices. There can be a lot of confusion about what...

Read More

Branding, Marketing, Public Relations

Marketing Essentials for a Financial Advisor: Professional Headshots

Above all, financial services is a relationship business, and photography is a critical tool for introducing and depicting your team to create an instant and lasting impression. These images will be what prospects store in their memories and associate with your name when they see your email in their inbox or your name on their...

Read More

Public Relations

5-point Checklist For a Successful TV Interview

What will I say? How do I practice? What will I wear? How do I calm my nerves? What do I do after the interview is over? These may be some of the thoughts running through your mind once you’ve secured a TV interview opportunity. Whether it be live or recorded, there are many steps...

Read More

Public Relations

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...

Read More

Branding, Marketing

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...

Read More

Marketing, Public Relations

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...

Read More

Public Relations

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...

Read More

Public Relations

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...

Read More

Public Relations

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...

Read More

Marketing

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...

Read More