About Jody Lowe

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So far Jody Lowe has created 34 blog entries.

Bottom-up stock pickers – You, too, can tell your story to a media focused on today’s top performers

I’m a bottom-up manager and I don’t have a ‘big picture’ view.”  “We don’t make bets on sectors. We build our portfolios stock by stock.”  “The economic outlook doesn’t matter. We are focused on long-term company fundamentals.”  Admirable. But this can be tough for your media relations team as they try to get you interviewed in the media. The truth [...]

By |2022-11-15T23:07:45-06:0011/15/2022|

You have to give in order to get: Asset managers willing to educate others can help build awareness at the same time

Many portfolio managers, analysts and advisors tell us they are too busy to take the time to explain what they do. Many are also concerned about sharing their “secret sauce,” that what they say might be proprietary. But we tell our clients that they need to “lift the curtain” to transparently explain what they do and what they’ve consistently done [...]

By |2022-05-13T23:36:15-06:0005/13/2022|

PR tips for financial advisors: You too can be a media darling

“Can you get me on CNBC?”  This is a frequent request we get from advisors and financial experts who want media attention, despite the fact that most advisors can’t and won’t talk about the public company stocks that are the stock and trade of financial TV news.  We’ve also heard many variations of the question, “How can I get the Podunk Journal to write about me?” We once even [...]

By |2021-04-02T11:01:11-06:0002/15/2021|

GameStop, Short Sellers, Hedge Funds, Robinhood and Main Street Investors– Reputation Winners and Losers

I have absolutely no skin in this game – I have never owned GameStop nor have I ever shorted a stock – it is still instructive to speculate about the reputation management strategies of the various players in last week’s astonishing events.    An internet inspired mob orchestrated a short squeeze that led to a maddening crowd of Main Street investors buying up the stock of a fundamentally struggling company and forcing a comeuppance on Wall [...]

By |2021-04-02T11:14:49-06:0002/01/2021|

Crisis communication tips from Teddy Roosevelt

Theodore Roosevelt Historian Doris Kearns Goodwin’s book, Leadership in Turbulent Times, draws leadership lessons from her presidential subjects. Best known for the bestseller Team of Rivals focused on Abraham Lincoln’s cabinet and her Pulitzer-prize winning No Ordinary Time about Franklin and Eleanor Roosevelt during the war years, Kearns Goodwin has spent her life studying these and other leaders. [...]

By |2021-04-02T11:21:03-06:0001/26/2021|

Dive bombed by negative news coverage? How to recover and move forward

Each spring, I like to enjoy the warmer weather by walking the many trails in my neighborhood. I'm often disturbed by dive-bombing red winged blackbirds, nature’s guerilla warriors who can strike out of the blue, totally upsetting a peaceful stroll. Being the subject of a negative article or social media post can feel the same. Your otherwise sanguine world is [...]

By |2021-04-02T11:35:36-06:0001/20/2021|

Study: Online webinars and digital engagement more important for reaching financial advisors during COVID-19 pandemic

In the past, in-person wholesaler educational events with advisors were at the heart of awareness building for mutual fund companies. Not anymore.  A recent study from J.D. Power confirms the trend toward virtual and digital engagement with advisors. Asset managers “need to provide easy access to relevant content and resources across multiple digital channels, including content that can help them do their job more effectively and [...]

By |2021-03-19T12:57:34-06:0012/31/2020|

Getting beyond negative news coverage 

Oh shoot (or more likely an expletive). Nothing worse than getting an unexpected google alert with your company name connected to unflattering news.  It is frustrating to be the subject of negative media coverage. When your company is named in a lawsuit or regulatory matter, or a key executive leaves to join a competitor, the news media loves to tell these stories as much as we’d prefer to avoid them.   And even after the dust settles, it isn’t [...]

By |2020-09-15T15:30:23-06:0009/03/2020|

What to do in the conference vacuum: How to refocus your conference budget on other brand-building activities

COVID 19 has forced the cancellation, at least for the near term, of most in-person conferences and events.  Both Schwab and Morningstar’s massive advisor conferences will now be online. This isn’t all bad.  Early feedback on other well-attended events that have been held virtually is promising.  Apple’s virtual conference is likely to attract many more people than would otherwise have [...]

By |2020-07-20T11:22:01-06:0007/01/2020|

Dive bombed by negative news coverage? How to recover and move forward

For the fourth time this spring, I have been dive bombed by red winged blackbirds, nature’s guerilla warriors who can strike out of the blue, totally upsetting a peaceful walk. Being the subject of a negative article or social media post can feel the same. Your otherwise sanguine world is upended by what feels like a personal attack to your [...]

By |2020-07-01T12:18:10-06:0007/01/2020|
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