Deciding whether to post commentary during a severe and fast-moving crisis, such as the Russia-Ukraine war, can be a conundrum. Asset managers may be reluctant to make macro calls. Wealth managers may have qualms about commenting on changes to portfolio composition. For both, hesitations boil down to these three reasons: You don’t want to be wrong. You don’t want [...]
Recently a client was quoted in a prominent trade publication for financial advisors, in an article focused squarely on a narrow topic perfectly aligned with the firm’s strategic objectives. The topic is controversial among advisors. On the whole, the journalist approached the topic with a great degree of skepticism, whereas our client had a strongly positive view. Still, it [...]
As the popularity of podcasts continues, our clients are asking us “Can you get us on a podcast?” more than ever. But with so many of them out there, how do you break through the noise to get your voice heard? Often times, it's not about getting on the most famous podcasts with the most followers, but instead nabbing [...]
