LoweDown Blog

Industry Views
Media Relations
Content Marketing
Social Media
Other Topics

Don’t Make Compliance Your Enemy

By |06/08/2022|

If your company operates in a highly regulated industry like financial services, it’s not uncommon for the approval process for content to become contentious. But when compliance and marketing can’t see eye to eye, it can be both unpleasant and unproductive. Even if you outsource your compliance function, establishing and maintaining solid working relationships with the people who have the [...]

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

By |05/13/2022|

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 [...]

  • Social media employee engagement

Are you looking to gain more traction with your social media posts? Start with your own team

By |05/06/2022|

When our clients ask us how to increase their social media reach and engagement, we counsel them to look first at whether and how much their own employees share and like their corporate or thought leaders’ posts. The Twitter and LinkedIn algorithms that determine what is shown on a user’s feed favor posts that quickly attract high levels of engagement. [...]

Should you post views on a fast-moving international crisis?

By |03/22/2022|

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 to [...]

Measuring and reporting the value of earned media

By |03/15/2022|

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 was [...]

Forbes: “”5 Reasons To Make Podcasts Part Of Your PR Program”

By |03/07/2022|

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 a [...]

Reporters are explicitly asking for diverse sources; are you ready?

By |02/16/2022|

We’ve been both delighted and terrified to see more and more reporters respond to pitches with: “That’s a great idea! Do you have anyone with a diverse background who could talk about it?” “Delighted” because of the progress the question signifies. “Terrified” because diversity can be tough to navigate in the context of a client/agency relationship. The development itself is [...]

Forbes: “Know Your Audience To Nail Media Interviews”

By |02/01/2022|

Landing an interview with a reporter does not guarantee that you'll get quoted in the final piece. However, you can proactively improve the chances for a successful outcome by taking pains to understand who the journalist is and what they are after. Jody Lowe shared her insights on how to better position yourself to deliver on the media's needs while [...]

Forbes: “How To Make The Most Of Your 2022 Financial Predictions”

By |12/03/2021|

As the end of the year approaches, Jody Lowe wrote for Forbes to explain how financial strategists and firms can grab the media's attention with their 2022 economic predictions. She shares the common elements of a distinctive outlook, the best methods to make the most of an annual forecast, and the reason why firms should be unafraid to make the [...]

Tap Your Resources to Generate Great Content

By |11/15/2021|

Financial services firms know that consistently creating content is a highly effective way to build their brands, gain new audiences and improve their competitive positioning. But while some firms never seem to run out of ideas or subject-matter experts (SMEs) with new insight, others struggle to fill a content calendar. But if you’re a financial advisor — or a marketing [...]

Forbes: “4 Rules For Politely Being Bearish In Financial Media Conversations”

By |11/01/2021|

Jody Lowe wrote for Forbes to identify a handful of rules for being the kind of market bear who regularly gets invited back to the media dinner party. The stock market and much of the financial media industry are positioned against anyone bearish due to years of the market going up, but Jody shares four guidelines to help communicate with [...]

The milestone news release: A useful tool in building your fund’s brand

By |10/13/2021|

In the asset management world, investors generally don’t pay any attention to an investment strategy until it hits the three-year mark. Institutional investors and the consultants who serve them are particularly leery about strategies without an established track record. The same is true in in the advisor space, as Morningstar waits for a fund’s three-year anniversary before assigning a star [...]