Not dead yet: Legacy planning to prepare for the expected–and sometimes unexpected–death of a key leader

The TV series Not Dead Yet features a journalist turned obituary writer who is visited by the ghosts of her subjects. Like the fictional character, real life obituary writers sometimes write about their famous subjects while they are still alive. While it may sound creepy, it’s not a bad model for comms professionals who may be faced with sharing [...]

By |2023-04-20T14:30:04-05:0004/20/2023|

Financial advisors are leaving Twitter, even as FinTwit appears to thrive

Financial advisors’ usage of Twitter has fallen to a level not seen since 2014 and less than half that in 2021. Just 23% of advisors now say they use Twitter, according to the latest Putnam Investments’ latest research. Putnam Social Media Director Jayme Lacour confirmed this includes active (tweeting) and passive (no posting, just reading) use. As you can [...]

By |2023-04-20T03:59:37-05:0004/13/2023|

Advisor Perspectives: “Play to Your Strengths in Client Communications”

Most independent advisors want to differentiate themselves from their peers at larger firms by emphasizing personal perspectives in client communications. The problem is they’re short on time and tools. As an advisor, how can you take a step back and find an approach that works for clients and for you? In his latest piece for Advisor Perspectives, Ben Bishop [...]

By |2023-04-20T03:59:47-05:0010/11/2022|
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