Communicating with Confidence During Political Turmoil
As seen in Family Wealth Report The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. Another task is for clients not to let their own politics lead them to make bad investment decisions. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR,...
Branding, Marketing, Public Relations
Word of Mouth is a Force of Nature
Identifying COIs to force it in your direction We all know referrals are the most impactful way to grow your business. An endorsement from someone you already like and trust goes a long way in getting you to want to take the next steps with the recommended vendor. Whether it’s a car repair, new restaurant...
Local Media: How to Land Interviews in Your Backyard
If you look at your hometown newspaper or TV station’s website, you’ll notice a common theme when scanning the headlines. Many of the articles are localizing national news stories. Whether it’s related to the pandemic, the current economic climate or even politics, news reporters are often looking for that local hook. When not reporting or...
Elementality Podcast Guest Alana Kohl: Stand Out From the Advisor Crowd
Alana Kohl for Elements Hosted By: Reese Harper of Dentist Advisors In this week’s episode of Elementality, Reese Harper brings in Alana Kohl, founder, and president of AdvisorPR, to talk about marketing communications for financial advisors. They discuss the key components of good marketing, strategies for differentiating yourself in a “me too” market, and all-too-common advisor...
Building Brand Trust in Our “New Normal”
From a global pandemic to seismic movements against social injustices, the vast and numerous headlines of 2020 have sent shockwaves across every aspect of daily life. In the financial industry, these catalysts have expedited many changes that were already in motion, from adopting new technologies to providing more inclusive holistic services that account for all...
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...
Talking Points 101:
A Guide to Making Your Interview Cheat Sheet Talking points can serve as a great resource as you prepare for a media interview. Most often used for TV or radio interviews, talking points can be developed in advance so that both you and the interviewer understand the general direction of the interview. By proactively creating...
5 Ways to Freshen Up Your Financial Marketing
Is your marketing showing its age? Chances are it’s been a while since you gave your marketing materials a makeover. Just like the financial markets, the marketing world is dynamic, and what worked five years ago might come off as stale today. A misaligned message, an outdated design, an archaic technology—these things can spell trouble...
Branding, Marketing, Public Relations
Trick or Treat: Face Your Fears of New Marketing
Scared of trying something new? Here are three ideas of “newer” marketing strategies that many advisors have not yet fully embraced Consider Creating Your Own Podcast Podcasts are by no means new but they are surging in popularity. Many advisors host their own radio shows, but few have considered adding podcasts to their overall marketing...
Charity Begins At Home
You want to give back and start raising money for a charity. It is something that you have wanted to do for some time. So, what is the first step? Finding a charity that you want to support. Easy right? Not always. Picking a charity that is right for you can take some effort. Unfortunately,...