Branding, Marketing, Public Relations

Up Your Marketing: From “Me, Too” to “A Cut Above”

Step One: Doing A Complete Brand Evaluation Start with the big picture. That means taking a microscopic as well as a 30,000-foot look at how your audience and prospects view you. What is your real corporate identity? How is it any different from any other advisor? What are your core messages that feed into and...

Read More

Public Relations

Maximize Your Media Success in 2019

Creating a Public Relations Plan for Your Financial Firm A new year, a new beginning. As you create your business plan for 2019, now is also a great time to proactively plan your public relations strategy. For many financial professionals, this can often go overlooked, leaving them scrambling later in the year as they realize...

Read More

Public Relations

Speaking to eighth graders: why you need to simplify your technical financial jargon during media interviews

When it comes to the financial services world, the jargon can seem as though it is a foreign language and the acronyms can feel like alphabet soup to the average consumer. While some of these financial terms may be unavoidable during your client meetings, you also have the time to explain what they mean, if...

Read More

Public Relations

Nontraditional interviews: How to prepare for Live Streaming Interviews

From Facebook Live to Youtube Live, streaming video is the way of the future. As more American turn to social media channels to get their news, media outlets are shifting their focus to providing livestream content. While preparing for a livestream interview can be similar to a live TV appearance, there are still some unique...

Read More

Public Relations

Nontraditional interviews: How to prepare for Skype and Facetime interviews

In the new era of digital media, non-traditional interviews are becoming increasingly more common but for many financial professionals, experience with these types of interviews is rare. Whether it’s streaming a live interview through a digital platform or recording a video interview through Skype or Facetime, there are tips that financial professionals should note before...

Read More

Marketing, Public Relations

Media Placement Highlight Reel: Leverage Your PR Placements Through Video

After accruing a fair amount of media placements, you may be wondering how you can best display your PR successes. While leveraging your placements on your website and social media is a crucial step to ensure you are making the most out of your PR efforts, there is another, more creative way to display your...

Read More

— Newsroom, Branding, Marketing, Public Relations

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...

Read More

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...

Read More

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...

Read More

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....

Read More