LoweDown Blog

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 [...]

By |08/31/2021|News, Potpourri|

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 [...]

By |07/02/2021|News, Potpourri|

Ep 204: Career and Life Lessons from Financial PR Veteran Jody Lowe

By: Jody Lowe; Andy Azinger Duration: 29:31 What makes the Lowe Group stand out from generalist PR firms? A dedicated focus on the financial services industry. Jody Lowe, founder, president, and managing director of the Lowe Group, looks back over her 30+ year career and discusses what she's learned about financial PR and offers a few lessons you can apply. [...]

By |05/26/2021|Potpourri|

Beyond ESG: Sustainable Investing Buzzwords and Trends to Watch

Although we are already nearly halfway through 2021, the critical issues that 2020 exposed remain at the forefront of many people’s minds. From social justice protests to the economic crisis and an augmented focus on climate change, many people are increasingly searching for ways to enact change in more areas of their lives. With more Americans receiving the COVID-19 vaccine, people are also contemplating what comes next. However, the concept of going back to “normal” is increasingly being met with the realization that our future reality does not have to mirror [...]

By |05/06/2021|Potpourri|

Ep 203: Leading a Growing RIA with Wealthspire CEO Mike LaMena

By: Jody Lowe; Mike LaMena; Andy Azinger Duration: 27:30 Jody Lowe, Lowe Group president and managing director, recently sat down with Wealthspire Advisors CEO Mike LaMena to discuss how the RIA’s success starts with client results but is also about employee development, added services/technology and a culture where everyone can grow and effective communications. Transcript MUSIC ["Brighter Day"] Jody [...]

By |03/17/2021|Potpourri|
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