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 [...]

By |2022-10-11T22:34:29-06:0010/11/2022|

Meet the Team: An Interview with Greg Joslyn

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 [...]

By |2022-09-21T11:10:30-06:0009/16/2022|

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

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 [...]

By |2022-08-09T09:28:08-06:0008/09/2022|

Don’t Make Compliance Your Enemy

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 [...]

By |2022-06-10T06:59:05-06:0006/08/2022|

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

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 [...]

By |2022-05-13T23:36:15-06:0005/13/2022|

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

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 [...]

By |2022-10-06T12:59:48-06:0003/07/2022|

Forbes: “Know Your Audience To Nail Media Interviews”

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 [...]

By |2022-02-01T15:09:57-06:0002/01/2022|

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

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 [...]

By |2021-12-03T09:39:16-06:0012/03/2021|

Lowe Group Awarded Silver Honor in “B2B: Public Relations” Category by FCS Portfolio Awards

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 [...]

By |2021-10-06T08:44:21-06:0010/04/2021|
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