Recent Posts

Tips for a Successful E-Newsletter Program

E-newsletters are an excellent and increasingly common way to connect with existing and potential clients. E-newsletters allow you to showcase your industry knowledge and expertise in order to … [Read More...]

Study Reveals How Advisors Can Stay on Top of their Game with Clients

Earlier this year, Pershing published, The Second Annual Study of Advisory Success - A New Age of Client Communications and Client Expectations. The study defines what success means for advisors and … [Read More...]

What do Reporters Want in a News Release?

Recently we posted comments on “what you should know about links in news releases,” describing why links in news releases don’t help boost search-engine rankings of the websites to which they point … [Read More...]

Honing Your Alternative Investments Communications Skills

A must-read article by Morningstar (at this link) shares the results of the annual joint Morningstar/Barron’s survey of how advisors and institutions use and perceive alternative … [Read More...]

Case Studies

Bank: Branding & Acquisition Support + Ongoing Outreach

The Lowe Group was engaged by a regional bank to rebrand their organization. There were two sister banks that were going to unite under a new name. Immediately after the rebranding of the bank they … [Read More...]

Two Different Fund Families: Creating, Building on and Making Connections for Media Awareness

The Lowe Group decided to capitalize on two of our clients’ attendance at the Morningstar Conference which attracts 1,700+ advisors and financial professionals and also brings together the nation’s … [Read More...]

New Mutual Fund: Unique Category Awareness & Asset Growth as Goals

A new mutual fund company asked The Lowe Group to help them increase assets in their new fund and to establish and create awareness of a new category in the industry. The firm was looking to increase … [Read More...]