Topic: Financial advisers

Branding, Marketing, Public Relations

Trump your Marketing in 2016

Love him or hate him, Donald Trump does know how to do one thing very well – and that’s live in people’s minds rent-free. Politics aside, the ability to get people talking about you and remembering your messages is an aspiration for just about any businessperson. And doing it without a “ginormous” advertising budget can...

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Public Relations

4 Steps to Take When You’ve “Bombed” a TV Interview

As much as we all try to avoid them, bad interviews can happen. Regardless of the amount of time and media coaching you put in to prepare or how well versed you are on the topic, sometimes nerves, or even just bad days, can get the best of us. Television interviews in particular can be...

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Public Relations

Talking Points: A fine line between resourceful and restricting

Talking points can be a great tool that captures and organizes yours thoughts for a media interview. They prove to be a valuable resource dealing with the media, as talking points can help you maintain your composure and deliver the right message. Many members of the media see the value in talking points and welcome...

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Marketing

Cause Related Marketing – Act Locally

The dictionary definition of Cause Related Marketing is a type of marketing involving the cooperative efforts of a for-profit business and a non-profit organization for mutual benefit. Cause Related Marketing can be a good tactic to add to your marketing strategy as it is mutually beneficial to both sides - everyone benefits, the charity gets...

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Public Relations

The Difference Between Earned Media and Paid for Media: Separating “Public Relations” from Everything Else

So, you want to grow your credibility through public relations initiatives and have your name in esteemed media outlets to leverage in your practice? Great! But, what constitutes as “credibility-building” PR, and what does not? Test your PR knowledge. Here is a quiz to see if you can separate “earned” PR from every thing else!...

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Branding, Marketing

The Who, Why and When of Effective Marketing

Have you ever heard of the one: “Send the right audience, the right message, at the right time.” That’s how you grow your business. So, that sounds easy enough, right? So why aren’t you doing it!? Obviously, it’s not as cut and dry as it sounds. Let’s break this down: The right audience. Chances are...

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Marketing

Radio Marketing for Financial Advisors: Tapping Into Guest Brand Equity (Part 2)

So you have landed an author, community leader or other notable guest for your show—congratulations! This is the perfect opportunity for both of you to gain exposure to a new audience. Here’s how to make the most of this opportunity: Pre-show Request Images & a Short Bio Whether there is a logo, book cover, headshot...

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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

A Guest Column – A Public Relations Triumph

So you hired a public relations agency, obviously you want publicity to get your name out there. To most people this means being interviewed on the phone or in person, for a print publication/website or on television. Then your agency calls; your local daily newspaper or your weekly business magazine wants you to write a...

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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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