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...
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...
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...
Email Marketing Automation: Systematize Your Financial Business
Email Marketing Automation (EMA) refers to a variety of tools and mechanism that help to automate ongoing conversations and the seamless delivery of content to your clients and prospects. EMA is traditionally used for a welcome or nurture sequence, which can include tailored messages specifically to your list’s interests. EMA has become a prevalent and...
Branding, Marketing, Public Relations
Celebrating 13 Years: 5 Lessons Learned and Tips to Fast Track Your Own Company’s Success
AdvisorPR’s anniversary is quickly approaching. It'll be 13 on January 31. As I reflect back on my business over the past 13 years, and of course on the heels of New Years and new goals for 2018, it dawned on me—if I had known then what I know now, how different the journey might have...
Resolutions for Your Financial Business’ Public Relations
It’s the beginning of a brand-new year and a great time to think about some New Year’s resolutions for your business. Yes, you are running out of time, so here at AdvisorPR, we put our heads together to help and came up with a few items that could get your public relations efforts off to a...
Financial Marketing Tips & Tools for 2018
As 2017 draws to a close, many of our clients are making plans this holiday season to relax, recharge and refocus on their marketing goals and resolutions for the new year. The top of many lists includes an emphasis on digital marketing in 2018. Whether that means: Expanding your website to become more engaging and...
Using Calendar-based Events in Your Financial Marketing:
From the Holidays to Milestones… Don’t Miss a Timely Opportunity to Be Seen, Heard and Hired 'Tis the end of the year and all through your town people are scrambling to maximize their taxable deductions, among other things. From tax deductions and capital gains strategies to retirement account contributions, required minimum distributions and charitable gifting...
Frank Maselli & Alana Kohl:
The Power of PR - A Performance Enhancing Activity For advisors who are ready to take their practice to higher levels of sophistication and success, PR can be a goldmine opportunity. It can open doors, elevate your stature to a point where prospects call you and make referrals about 90% easier. What to expect from...
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...