LoweDown Blog
Meet the team: An interview with Connie Hanson
Tell us about your academic and professional background? I graduated magna cum laude with a bachelor's degree in human resources from UW-Whitewater. Right out of college, I worked in the HR department for the law firm Godfrey & Kahn. Since then, I’ve worked in HR in a wide variety of industries including healthcare, manufacturing, and retail. I mostly held general HR roles but also [...]
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 for getting excited and [...]
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 final say on your content [...]
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 Clearly Communicate Process and [...]
Advisor Perspectives: “How to Communicate Your Business Succession”
"The financial media regularly features stories about the demographic challenges of the industry: aging advisors who build robust practices and are wondering who will succeed them and serve their clients after they retire or pass away. Creating your succession plan is a must," says Jody Lowe of Lowe Group in her article for Advisor Perspectives on the importance of succession planning. (06/30/2021) Click here [...]