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

LoweDown Blog

15 steps to becoming the best podcast guest

Podcasts are everywhere. One source suggests that today there are now 3.2 million podcasts. Podcasts outnumber audiobooks by 6:1.   For those wanting to launch a podcast, those numbers are daunting. Many of our clients have launched or at least explored launching a podcast. There are benefits to producing your own. You have complete control and, done well, there is brand building potential to [...]

By |03/20/2024|Content, Podcasts|

Think in threes

Last week I attended a gathering of wealth managers and gave a brief presentation with suggestions on building personal brands. The point that resonated most was “thinking in threes.” This is an idea we apply regularly in our message-triangle approach to preparing for media interviews. It’s also helpful whenever you need to keep in mind key ideas you want to share.   The benefits of [...]

By |03/11/2024|Content, Public Relations|

Insider’s list of investing podcasts [March 2024 update]

We’re fortunate in the investment industry to have so many new content creators consistently stepping up to share their expertise via podcasts. At the same time, a podcast production schedule can be demanding and hard to justify when there’s insufficient observable return for the effort, and over the last few months several shows have either taken their final bow or gone on an extended [...]

By |03/04/2024|Content, Podcasts|

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|
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