Get the latest branding, marketing and public relations insights for your financial organization.
Top 5 Mistakes Financial Advisors Make In Social Media:
HOW TO AVOID THEM TO CREATE A SAVVY SOCIAL MEDIA PRESENCE In today’s world, we know that if you do not have a presence on social media and Google, then you really don’t exist. People are moving away from checking the yellow pages and instead turning to Siri or to “Google It.” So how do...
Technology and Your Financial Brand
Industry Insights, Key Messages & Considerations Where are you when it comes to technology? Are you an early adopter? Do you embrace cutting-edge innovation in your personal and professional life and use those tools and apps to communicate with clients? Or, do you cling to the old days? Do you tell yourself, “if it ain’t...
The Advisor’s Guide to Blogging
Welcome to a blog about blogs! With Halloween just around the corner, this is the perfect opportunity to face your marketing fears and identify a “new” medium and make it your own. For many advisors, content marketing may be at the top of the list. Let’s start with a quick look at just a few...
“Off the Record”: Proceed with Caution
Has a reporter ever asked you a question “off the record,” and you’re unsure how to approach this potentially sticky situation? In the world of journalism, an off-the-record statement can help provide context or background information to a reporter, and it is (usually) understood as off limits, or not for publication. But as many of...
Branding, Marketing, Public Relations
Is Your Marketing a Trick or Treat?
How to make sure your promotion dollars are getting a return Often, small business owners allocate a total gross percentage of their revenue to their “marketing” budget. I often hear anywhere between 10 to 30 percent that’s “invested” back into promotional activities with the goal of attracting more prospects, generating more referrals and closing more...
Media Reel: What is it and why do I need it?
Depending on the extent of your PR experience, you may or may not have heard of a media reel. Even if you have, you may not fully understand the purpose it serves and why you might need one. So, here’s the details on media reels and why you may want to consider getting one: What...
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...
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...
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,...
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...