Topic: PR for financial advisors

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can help provide context or background information to a reporter, and it is (usually) understood as off limits, or not for publication.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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Branding, Marketing, Public Relations

Trick or Treat: Face Your Fears of New Marketing

Scared of trying something new? Here are three ideas of “newer” marketing strategies that many advisors have not yet fully embraced Consider Creating Your Own Podcast Podcasts are by no means new but they are surging in popularity. Many advisors host their own radio shows, but few have considered adding podcasts to their overall marketing...

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Marketing, Public Relations

Charity Begins At Home

You want to give back and start raising money for a charity. It is something that you have wanted to do for some time. So, what is the first step? Finding a charity that you want to support. Easy right? Not always. Picking a charity that is right for you can take some effort. Unfortunately,...

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Public Relations

The “Swiss Cheese” Press Release: How to Act Quickly When News Breaks Part 2

Congratulations! You’ve created a “Swiss Cheese” press release and are one step closer to being a go-to resource for the media when news breaks. So what’s next? The following are some additional tips to help you distribute the release when the time comes. Identify your key media contacts. In order to move as quickly as...

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Public Relations

The “Swiss Cheese” Press Release: How to Act Quickly When News Breaks Part 1

When breaking news hits, you often times don’t have the time to develop an entire press release and if you do, you risk missing out on a lot of great media opportunities. TV outlets especially move quickly when news breaks. For example, when the Brexit news was announced and the market took a dive, several...

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Public Relations

May the Force Be With You: How to Stand Out From Other Financial Media Resources

In the spirit of Star Wars day, securing regular and recurring “out of this world” media coverage can happen, if you approach each opportunity with a long-term vision. In my mind, if you appear in the media, you are a star. Maybe you’re not invited to a red carpet event after a few appearances, but...

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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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Branding, Marketing, Public Relations

Invest in my brand?… What’s the point?

Clients. That’s the point. Bigger, better, more qualified, more eager to get started now, A+ types of clients. Branding is the bridge that takes you from a transactional salesperson always looking for the next person to buy your products, to a pursued, trusted financial consultant who brings value and purpose to a clients’ financial plan...

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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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