Public Relations

What to Look for When Hiring a Public Relations Firm

Working with a public relations firm can help you generate buzz and differentiate against your competition, creating credibility and awareness for your services. However, hiring one is a big decision—one that should be well thought out. But if you have never hired a PR firm before how do you know what to look for? It is...

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Branding, Marketing, Public Relations

ATTENTION! Get Yours Now! 3 Ways to Attract the Attention You Deserve

For financial advisors, the struggle is real…. Standing out in a crowded marketplace is anything but easy. With hundreds, and in some markets, thousands, of financial service professionals vying for the same clients, how can you set yourself apart? How do you best position and present yourself as the most trustworthy, knowledgeable and in-demand professional...

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Public Relations

3 Ways a TV Interview Can Help More than Just Your PR Presence

Securing a TV interview can be an exciting time for a financial professional. A TV placement provides you with a visual component that can be leveraged in a number of ways – from including it on your Youtube channel, to showing the clip at a client or prospect event, to creating a media reel to...

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Public Relations

Public Relations for Financial Advisors: The Importance of Local Media

When I speak with clients and prospective clients, I can’t help but notice that the majority are more excited about the possibility of working with national news outlets rather than local media. Whether it’s print, TV or radio, it is primarily the same—national media outshines local media in many eyes and has that “sizzle.” But...

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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...

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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...

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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...

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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...

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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...

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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...

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