Topic: Financial advisers; Financial advisors; Financial services blog; Advisor Credibility; Public Relations Financial Advisors; Public Relations blog; Financial PR firm; PR for financial advisors

Public Relations

Speaking to eighth graders: why you need to simplify your technical financial jargon during media interviews

When it comes to the financial services world, the jargon can seem as though it is a foreign language and the acronyms can feel like alphabet soup to the average consumer. While some of these financial terms may be unavoidable during your client meetings, you also have the time to explain what they mean, if...

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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...

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Public Relations

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...

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Marketing

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...

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Marketing

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...

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Public Relations

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...

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Public Relations

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...

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Public Relations

How Do I Get Media to Attend My Event?

4 Tips to Attract Media Attention The holidays are approaching and that got me to thinking about parties. It’s a great time of year to celebrate and many financial advisors will be inviting their clients and prospective clients to a big annual event. It is a nice thing to do, and it’s a time where...

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Branding

Technology and Your Financial Brand

Industry Insights, Key Messages & Considerations Where are you when it comes to technology? Are you an early adopter? Do you embrace cutting-edge innovation in your personal and professional life and use those tools and apps to communicate with clients? Or, do you cling to the old days? Do you tell yourself, “if it ain’t...

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Public Relations

“Off the Record”: Proceed with Caution

Has a reporter ever asked you a question “off the record,” and you’re unsure how to approach this potentially sticky situation? In the world of journalism, an off-the-record statement can help provide context or background information to a reporter, and it is (usually) understood as off limits, or not for publication. But as many of...

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