Topic: Alana Kohl

Marketing

Maximize Advisor Success: 5 Essential Marketing Responsibilities to Delegate

As an independent financial advisor, you’re likely responsible for many different aspects of your business—from sales to operations, to marketing and more. However, one key commonality we see with the most successful advisors and business owners that we work with is their ability to identify and focus all energy on their most essential two to...

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Public Relations

Posture Perfect: How Posture Impacts Your Media Presence

“Sit up straight!” – A phrase many of us would hear throughout our childhood, prompting us to correct our posture. After years of reminders (and some badgering), sitting up straight has become ingrained in many of us but unfortunately; we don’t always take notice of our posture when it matters most. When a potential client...

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Marketing, Public Relations

10 Years and counting… Looking back at the changing landscape of Financial PR

As of January 28th, it’s been 10 years since I first started AdvisorPR. I set out with aspirations to position professionals in the financial services industry and give advisors doing right by their clients a more prominent voice in their community. Our firm has always specialized in the financial services industry and placed an emphasis...

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Branding, Marketing

Lean and Mean in 2015: 3 Tips for Building a Marketing Plan for Your Financial Practice

Whether you’re just embarking on independence or are a veteran advisor with an established firm, there are three things that remain consistent when building your marketing plan for the year. If you focus on the following three things when planning, and keep these activities on in the forefront throughout the year, you will be on...

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Public Relations

6 Tips to Building the Perfect Media List

Crafting the perfect message is only one part of the PR process. Knowing who to say it to is just as, and in a lot of cases even more important than the content itself. You need the right message in front of the right person, at the right time – and that’s not always a...

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Public Relations

Making the Play: Contacting the Media

Are you’re a DIY-er who needs a little direction on how to reach the media on your own? Well this is for you. When reaching out to media in your community there is some standard ways to communicate the information you are promoting to that the media are accustomed to receiving. They include: Press release...

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Branding

What is Your Value Prop, Really? How to Stand Apart in a Sea of Competition

Recently, I had an advisor question “brand-building,” and if there is really any value in this since every advisor “does the same thing.” My first thought to this – if you don’t think you do anything of value, your prospective clients never will either. If you want to be a successful business owner and top...

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Public Relations

DIY PR: Explore the Types of Media Opportunities

Picking Your Press Opportunities There are a lot of opportunities to work with the media. We’re proponents for starting PR in your local community. Local media is great for building your brand and reputation in your community and for getting you in front of people that you can likely assist. If interested in working with...

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Branding, Marketing, Public Relations

Why Choose an Industry-Specific Marketing and PR Firm: The value in working with a firm that knows your business

Marketing plans are in the air. Since the start of the New Year we’ve had a lot of interest from advisors nationwide to help strategize their branding, marketing and PR goals. One common question we hear from advisors is why should they work with us instead of a marketing firm located in their city. Other...

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