LoweDown Blog.
Insights on issues impacting the investment industry.
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Embracing an AI native financial communications effort
Key Takeaways: AI is transforming financial communications by automating research, media outreach strategies, and content planning to boost productivity. Human oversight is vital to ensure authenticity, accuracy,…
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Keep your message triangle on replay
Here’s how to create a message triangle, or 3 top-line talking points, to keep you on point.
Kudos to fund marketers: MICUS24 swag does not disappoint!
Jody Lowe reviews (and enthusiastically approves of) the tchotchkes featured at the Morningstar Investment Conference.
Among the many ways Milwaukee is not horrible: Its investment cred
Our beloved hometown is where many elite money managers thrive.
Your PR firm has a new owner—where does that leave you?
Jody Lowe comments on what to expect even during a transition—and when it may be time to reassess your partnership.
Welcome to the investment industry, grads!
Mutual fund, ETF, advisory firms trump others on Marketing/Sales alignment, engagement and original content results.
Be more specific in describing your sustainable investment strategies
Practical suggestions for marketers and communications professionals seeking to connect with sustainable investors.
After 17 years of ‘advancing the conversation,’ Huebscher bids farewell to Advisor Perspectives
The groundbreaking publisher reflects on how he built and monetized a highly engaged online financial advisor community.
The updated PESO model and the PR/marketing conversations it can help drive
Communications pros are digging deeper to understand and measure the true impact of what they do and its contribution to business results.
Finfluencers are on the rise—and industry groups and regulators are paying attention
Jody Lowe on what marketers need to consider when leveraging social media influence in support of investment products and services.
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