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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
Lowe Group was awarded a silver honor at the 27th Annual FCS Portfolio Awards in the "B2B: Public Relations" category. The award recognizes Lowe Group's PR efforts to support the November 2020 release announcement of the 13th biennial Trends Report on Sustainable and Impact Investing published by US SIF: The Forum for Sustainable and Responsible Investment. Our team developed and led a public relations [...]
Jody Lowe wrote for Forbes to outline how savvy financial professionals and advisors can use earned media coverage as a tool to build a personal brand and position themselves as trusted and knowledgeable experts. She shares some best practices she's compiled from years of experience working with financial advisor clients who have successfully garnered and leveraged media attention. (09/29/02021) Click [...]
Lowe Group created a free guide for financial executives seeking to learn how to become more adept at working with industry and national media. The toolkit includes tips for how to establish and maintain relationships with journalists, prepare for interviews, address hard questions and provide quotable responses. Click here to access the toolkit.
Forbes: “As Sustainable Investing Becomes Mainstream, Asset Managers Must Clearly Communicate Process And Results””
Jody Lowe wrote for Forbes to discuss the rise of sustainable investing over the last three decades. As it continues to shift from a niche approach to a mainstream consideration, asset managers need to employ clear communication and transparency when talking about their investment strategies with clients. (08/31/02021) Click here to read "As Sustainable Investing Becomes Mainstream, Asset Managers Must [...]
Jody Lowe contributed to an expert panel for Forbes that discussed how agencies can combat summer slowdowns and make the most of the quieter period. She explained the importance of creating and backlogging evergreen thought leadership pieces that can be used during busier times. (08/09/2021) Click here to read "What Agencies Can Do to Combat Summer Slowdowns" at Forbes.com.