LoweDown Blog

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|

Vanguard ban on bitcoin ETFs: A communications case study

UPDATE: On January 24, Vanguard posted a Q&A featuring its ETF and brokerage platform leaders Janel  Jackson and Andrew Kadjewski defending the firm's position and explaining why they barred trading in spot bitcoin ETFs. Until yesterday, the firm had only commented reactively in response to press inquiries. Jackson said, “We understand that our decision on crypto is not popular among some investors, but many [...]

By |01/23/2024|News, Public Relations|

The investment industry stories we’ll remember from 2023

As the days count down to the end of 2023, we’re taking a quick random look back at some of the ongoing stories we’ll remember from the year. What would you add? We invite your comments below. A new co-worker. We all got a new co-worker this year as artificial intelligence capability in the form of ChatGPT and other tools swept through firms, with the potential [...]

By |12/07/2023|Content, Digital, News, Potpourri|

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

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 four ideas to consider [...]

By |10/11/2022|Content, News|
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