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Kitces’ 2026 Marketing Study: The best marketers make advisors market less
Kitces’ 2026 Marketing Study: The best marketers make advisors market less Marketing pays for itself, but most of the cost is people’s time. Roughly two-thirds…
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A few marketing lessons from the 2026 Future Proof Festival
Larger-high growth advisory firms move beyond referrals and build real marketing functions once they break past the $5M revenue point Successful marketers combine digital strategies…
“No AI answers, please” – What reporters are really telling sources
Key takeaways: Reporters are screening for AI and saying so plainly in their outreach. Journalists are looking for authentic responses informed by specific expertise and experience. Running your…
Private markets meet the wealth channel: What financial marketers need to know
The Financial Communications Society’s Chicago chapter picked a timely topic for its summer “Cocktails with Content” gathering last week: the ongoing convergence of public and…
The financial communications niche
It’s official–The Lowe Group has moved up from #20 to #18 on O’Dwyer’s list of top PR firms specializing in finance. When I launched the…
The Rise of Advisor Finfluencers
The term Finfluencer usually brings to mind social media and online influencers like Humphrey Yang and Dave Ramsey. In fact, there is a whole world…
Centers of Finfluence Survey 2026: Ranking the finfluencers financial professionals actually follow
The term “finfluencer” conjures images of YouTube thumbnails and TikTok videos, but there’s a parallel universe of influence happening among financial services professionals. Consumer facing…
From referrals to systems: what modern advisor marketing requires
Organic growth at wealth firms historically was built on referrals. That era isn’t over, but it’s eroding – particularly with younger clients who are far…
What separates good from great in media training?
Lowe Group has trained hundreds of financial executives to prepare them for live interviews on CNBC or podcasts, in-person interviews with reporters at the Wall…
Four financial stories we’re watching this week on AI, ETF share classes, digital assets and RIA M&A
We at Lowe Group are constantly thinking about the topics affecting our financial service clients. This week, we wanted to share a few articles we…
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