Recent Posts

The Right Mindset for Contacting Reporters and Editors

In the communications field, we regularly “pitch” story topics and experts to journalists. Not every pitch is successful, but we’ve learned a few things that can increase the odds of success. Having … [Read More...]

Addressing Financial Advisors’ Compliance Concerns Regarding Social Media

Increasingly, financial advisors are using social media to communicate with clients, share relevant content with a captive audience, and increase their productivity by streamlining client outreach … [Read More...]

Social Media for Financial Advisors: Connect with Millennials and Female Clients

According to a December 2014 Putnam Investments study, 75% of financial advisors use social media for client development, and 66% credit their social media use for gaining new clients. That’s up from … [Read More...]

Consistently Emphasizing Process Helps Active Managers Maintain Media Credibility during Down Periods

As hard as people try to predict performance, it is very difficult to do. For that matter, even looking backward can be tricky. For example, industry experts sometimes disagree on how best to … [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...]