LoweDown Blog for Asset Managers, Institutions, Investment Advisors, RIAs & Fintechs2023-03-03T09:37:47-06:00

LoweDown Blog

New to marketing ETFs? Download our guide

What’s different about ETF marketing?  An article in the Financial Times last week painted one picture, citing a scene across the street from the ETF Exchange conference in Miami: financial advisors on board a luxury superyacht “drinking ETF-themed cocktails, helping themselves to prime rib and smoking cigars.”   Most telling: the event was sponsored by (wait for it) Dimensional Fund Advisors! DFA, which the FT [...]

By |02/26/2024|Content, Digital, Public Relations|

Don’t overlook an important piece of RIA M&A: the story you have to tell

With RIA merger and acquisition activity expected to continue at a robust rate in 2024 (see sidebar), expect to see a lot more deal-related news in publications like Barron’s Advisor, CityWire RIA and RIA Biz.   This coverage is an opportunity for growing RIAs to tell their stories. With each liftout and acquisition, firms have an opportunity to reiterate core messages about what makes their [...]

By |02/22/2024|Public Relations|

Lessons from the trenches: what to expect when you are asked to attend media training

As part of our engagements with clients and as a separate standalone service, we’ve trained hundreds of spokespeople to talk to the media or speak on webinars and panels.   Our media training can be anything from an abbreviated online training to a full-day program with on-camera practice. The goal is to get spokespeople comfortable talking to the media. Many are nervous. We talk about [...]

By |02/13/2024|Public Relations|

PR on a sliding scale: When to be proactive, when to be reactive—and when to be in the middle

Not all news is good news. But the best public relations pros know when to be proactive in releasing bad news and when to wait.   We all love to trumpet our good news from the rooftop when we are launching new products or celebrating a major acquisition or new hire. It is easy to be proactive when the news is good.  How about when [...]

By |02/07/2024|Public Relations|

Financial Advisor Magazine: “Lights! Camera! Advisors Discover The Power Of Video Marketing”

In recent years, a growing number of independent advisors have been using video as a marketing tool. Financial Advisor Magazine's Ben Mattlin spoke to industry experts, including our Executive Vice President, Digital Pat Allen, about the various ways advisors use video. Allen explained that there are three basic types of videos that advisors are producing. (02/06/2024) Click here to read "Lights! Camera! Advisors Discover [...]

By |02/06/2024|News|
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