LoweDown Blog.

Insights on issues impacting the investment industry.

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The Latest

Financial PR can do more

Public relations should be a strategic business function, especially at firms that are growing, exploring new markets, or trying to build a distinct and relevant brand.

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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.

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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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A marketer’s heartfelt homage to mutual funds on their 100th

Sure, ETFs and SMAs promise to enhance investors’ experience. But, how about a nod to the mutual fund that got us all here.

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15 steps to becoming the best podcast guest

Our tips will help you make the most of your opportunity.

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Think in threes

Here’s a tool we use when thinking about core messaging or creating a message-triangle.

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Insider’s list of investing podcasts [March 2024 update]

The latest update to the Lowe Group Insider’s List of Investment Podcasts features 15 new shows—while sunsetting a dozen that have gone quiet.

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New to marketing ETFs? Download our guide

Prepare to dazzle with this introduction to the elements of a successful ETF marketing plan.

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Don’t overlook an important piece of RIA M&A: the story you have to tell

Every deal announcement is an opportunity to reiterate your firm’s core strengths. Here’s how the Lowe Group plans to share the news.

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Lessons from the trenches: what to expect when you are asked to attend media training

Lowe Group training is designed to keep you from going rogue so Marketing and Sales can leverage your media appearance.

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