LoweDown Blog.
Insights on issues impacting the investment industry.
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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…
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Our 2025 book recommendations for investment communications pros
Fresh from the holiday break, it’s time for my annual book recommendations. I have a love/hate relationship with books. While I spend considerable time outside of work buried in them-sometimes…
Bluesky-curious? [December 2024 update]
We’re realistic about the amount of interest any blog post published on December 18 could hope to attract. Nothing we have to say can compete with visions of sugarplums. Hope…
How to leverage the news value of fund milestones
Some anniversaries and AUM hurdles are good news for fund company, advisors and investors alike.
Negative media coverage: how to respond
Hang in there, that’s just one story. Telling more stories will help broaden out and complete the picture of your firm
How to avoid sounding self-serving as you write content
Self-serving content can undermine the implicit contract you have with your readers.
Could finsky replace fintwit?
The Bluesky social network offers significant improvements for the financial Twitter community on Elon Musk’s X. Will there be a mass Xodus?
Take off your glasses to see what’s ahead: Schwab Impact 2024
Jody Lowe’s report on the annual conference for fiduciary RIAs.
Why your website needs to be even better than BlackRock’s
To make the most of advisors’ occasional visits, second-tier sites need to be easier to use, according to J.D. Power & Associates.
Give in order to get: Leveraging expertise for PR and brand-building
Demonstrating one’s expertise by sharing what you know can help build your reputation and ultimately lead to opportunity
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