Topic: Financial services blog

Public Relations

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,...

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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...

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Public Relations

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...

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— Newsroom

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...

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Branding, Marketing

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...

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Marketing, Public Relations

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...

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Marketing

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...

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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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