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A Shout-out to ETF Marketing, Sales Teams at the 30-year Mark

By |01/27/2023|

The SPDR S&P 500 ETF (SPY) celebrated its 30th anniversary this week, and everybody who’s anybody has weighed in with fascinating reminiscences about how the idea set what had been a complacent mutual fund business on fire. More than the anniversary of a single product, Jan. 22, 1993, was the start of an industry that’s grown from SPY’s original [...]

From intern to comms leader at one organization—How Baird’s Angela Pittman Taylor built her career

By |01/10/2023|

Tell us a little about your early life/education? I earned an undergraduate degree in Communications/Journalism and Spanish from University of Wisconsin-Eau Claire. I then earned an M.A. in Mass Communication from the University of Wisconsin-Milwaukee. During my time at school, I was a campus tour guide, Black Student Association president, a tutor, and more. I learned many of the soft skills [...]

How clients participated in the year’s biggest financial headlines

By |12/15/2022|

We always encourage clients to “use the news to get in the news,” and 2022 had no shortage of headlines that provided opportunities to showcase their expertise. A few headlines in particular gave ample opportunity to chime in. Here are a few ways our financial services clients participated in the year’s biggest financial headlines. Inflation takes hold - Throughout the [...]

Considerations for Tweeting in a Time of Twitter Turmoil

By |11/30/2022|

Everyone’s talking about Elon Musk’s Twitter takeover, but do you know what that means for your firm’s account? Without commenting on Musk’s business strategy, his bold actions, such as changes in verification process including the Twitter Blue launch and an overhaul of moderation policies, have caused many of our clients to wonder what a Musk-led Twitter might mean. As you [...]

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

By |11/15/2022|

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 [...]

Advisor Perspectives: “Play to Your Strengths in Client Communications”

By |10/11/2022|

Most independent advisors want to differentiate themselves from their peers at larger firms by emphasizing personal perspectives in client communications. The problem is they’re short on time and tools. As an advisor, how can you take a step back and find an approach that works for clients and for you? In his latest piece for Advisor Perspectives, Ben Bishop gives [...]

Meet the Team: An Interview with Greg Joslyn

By |09/16/2022|

Tell us about your academic background  A broad liberal arts program at the University of Texas called Plan II—so broad that there was a running joke on campus—“I haven’t chosen a major, but I Plan II.” My concentration was history and for my senior thesis, I used census data to track immigration patterns in 19th century Texas. This prepared me [...]

Observations on effective social media programs

By |08/15/2022|

During a recent call with a client we admire for its strong thought leadership and social media outreach, we spent a few minutes discussing the goals of social media communications. Are successful social media programs measured mainly by an increase in sales or leads added to the pipeline? That is one measure. But in our experience, a successful program does [...]

An interview with Tracey Gordon, one of the leading financial communication specialists

By |08/09/2022|

Tell us about your academic background I earned my Economics degree in England and communications graduate degree from Boston University. How did you land your first gig in financial PR? I met the head of Fidelity’s PR department, and he asked me to interview for the national media relations position. He was an Anglophile, so I think that helped, but during [...]

SEC Marketing Rule: Implications for news releases that promote third-party ratings and rankings

By |08/03/2022|

The window of time for SEC-registered investment advisors to conform to the new SEC Marketing Rule is drawing to a close. The new regulation became effective in May 2021 with an 18-month transitional period for RIAs to modify their compliance practices prior to enforcement. Starting Nov. 4, the SEC requires adherence to the new rules.   Here we focus on implications [...]

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 [...]