Educational content should build trust with your audience—which in most cases is your clients and prospects. Clients want to hear from you, and interested prospects want to understand you … often before a first meeting. To build trust, you have to avoid sounding salesy. With blog posts, there’s an implicit contract between you and your readers that you won’t [...]
As more and more companies ditch their COVID-era WFH and hybrid policies and require employees to return to the office full time, we’ve been reflecting on Lowe Group’s flexible approach to workplace attendance. Lowe Group has had remote and hybrid work options since long before the pandemic. With employees based around the U.S., Mexico and Europe over the years, [...]
If you’ve read beyond the headline of this post, thanks for sticking with it. We’ll try not to cause undue stress with a compliance topic. But it’s an essential topic: Having a solid compliance-approved media policy is critical to any investment-related public relations program. For some firms the policy may be as simple as “no one talks to the [...]
In just a few weeks, several of the major financial industry conferences are scheduled including FutureProof and Schwab Impact among others. Whether you are participating, exhibiting or speaking, conferences are a key part of most of our clients' outreach plans and for many, there is a special focus on speaking. Getting on stage at these marquee events is often a [...]
