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...
Local Media: How to Land Interviews in Your Backyard
If you look at your hometown newspaper or TV station’s website, you’ll notice a common theme when scanning the headlines. Many of the articles are localizing national news stories. Whether it’s related to the pandemic, the current economic climate or even politics, news reporters are often looking for that local hook. When not reporting or...
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...
Media Placement Highlight Reel: Leverage Your PR Placements Through Video
After accruing a fair amount of media placements, you may be wondering how you can best display your PR successes. While leveraging your placements on your website and social media is a crucial step to ensure you are making the most out of your PR efforts, there is another, more creative way to display your...
4 Fundamentals of Effective Financial Marketing
How can I improve marketing results for my financial practice? As the financial industry has continued to evolve toward a comprehensive, financial planning service model over the past decade, many of the advisors we speak with have developed a systematic process to review a new client’s holistic financial picture as a critical first step. The...
3 Ways a TV Interview Can Help More than Just Your PR Presence
Securing a TV interview can be an exciting time for a financial professional. A TV placement provides you with a visual component that can be leveraged in a number of ways – from including it on your Youtube channel, to showing the clip at a client or prospect event, to creating a media reel to...
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...
Media Reel: What is it and why do I need it?
Depending on the extent of your PR experience, you may or may not have heard of a media reel. Even if you have, you may not fully understand the purpose it serves and why you might need one. So, here’s the details on media reels and why you may want to consider getting one: What...