LoweDown Blog.
Insights on issues impacting the investment industry.
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From agency leader to in-house PR executive, Melissa Murphy’s career highlights the importance of relationships
Lowe Group wrapped up our 2025 team retreat a few days ago and, as in past years, we got to spend time together learning, planning,…
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Eight examples of RIAs raising visibility upmarket
Key Takeaways: Focus on reaching attorneys, CPAs and other professional advisors to high-net-worth and ultra-high-net-worth clients. If you serve a niche audience, look for media opportunities in publications that…
Reasons to be optimistic: Schwab leaders and management guru Simon Sinek address high-energy RIA audience at Schwab Impact 2025
Key Takeaways: Schwab CEO Rick Wurster highlighted the continued growth of new RIA firms and encouraged advisors to capitalize on the “bull market in convenience”…
PowerPoint is a tool for these three jobs
Key takeaways: PowerPoint is a basic form of communication within RIA firms. It’s often used ineffectively-and can work against an investment professional’s message coming through…
Before & beyond the launch: PR helping ETF sponsors cut through the noise when introducing share classes and active strategies
Key Takeaways: The SEC’s preliminary approval for dual share class ETFs opens doors for innovation communications around future launches ETF sponsors should focus on early…
Asset and Wealth Management conference season PR and outreach playbook
Key Takeaways: Pre-conference preparation is crucial: Set clear goals, schedule media interviews and one-on-one meetings, create preview content, and coordinate any booth “activations” around high-traffic…
Got an expert on retirement? Here’s an overview of the media covering retirement and the topics they are talking about
Key Takeaways: Retirement is the #1 topic of interest to consumers and is the most frequent personal finance topic covered in the media. Retirement stories…
A legendary private equity PR pro shares some wisdom
Key Takeaways: Strategic PR helped a16z build credibility and stand out in private equity. Communications focused on raising the profile of the entire team, not…
Crisis communications when trust is fleeting: A conversation with crisis veteran Chris Beard
Key Takeaways: Trust is eroding and grievance is rising according the recent Edelman Trust Barometer, so crisis communications may start from a credibility deficit. Prioritize…
Future Proof – A conference like no other
Key Takeaways: Future Proof is redefining the advisor conference experience with its highly successful Breakthru one-on-one meeting format, interactive exhibitor activations and unique outdoor setting. …
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