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...
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 “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...
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...
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...
When to Insource Versus Outsource Your Financial Marketing
How to maximize your combined resources for the BEST results What to do or what not to do. That is always the question! It’s a common narrative by industry coaches to “pick the three things that only you can do, and delegate the rest!” But what happens when you delegate important “big stuff” to an...
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...
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...