Ep 204: Career and Life Lessons from Financial PR Veteran Jody Lowe

By: Jody Lowe; Andy Azinger Duration: 29:31 What makes the Lowe Group stand out from generalist PR firms? A dedicated focus on the financial services industry. Jody Lowe, founder, president, and managing director of the Lowe Group, looks back over her 30+ year career and discusses what she's learned about financial PR and offers a few lessons you can apply. [...]

By |2021-05-26T11:31:39-06:0005/26/2021|

Crisis communication tips from Teddy Roosevelt

Theodore Roosevelt Historian Doris Kearns Goodwin’s book, Leadership in Turbulent Times, draws leadership lessons from her presidential subjects. Best known for the bestseller Team of Rivals focused on Abraham Lincoln’s cabinet and her Pulitzer-prize winning No Ordinary Time about Franklin and Eleanor Roosevelt during the war years, Kearns Goodwin has spent her life studying these and other leaders. [...]

By |2021-04-02T11:21:03-06:0001/26/2021|

Study: Online webinars and digital engagement more important for reaching financial advisors during COVID-19 pandemic

In the past, in-person wholesaler educational events with advisors were at the heart of awareness building for mutual fund companies. Not anymore.  A recent study from J.D. Power confirms the trend toward virtual and digital engagement with advisors. Asset managers “need to provide easy access to relevant content and resources across multiple digital channels, including content that can help them do their job more effectively and [...]

By |2021-03-19T12:57:34-06:0012/31/2020|

Beyond ‘Let’s do better’: Lessons from industry responses to America’s conversation on racial justice and inequity

This spring our inboxes were flooded with sympathetic messages and thoughts on the reckoning America is experiencing on racial inequity and justice, largely spurred by the death of George Floyd and the numerous effects of the COVID-19 pandemic. While some companies released public statements, others sent internal messages to employees. Still other companies didn’t chime in at all. Many of [...]

By |2020-08-27T16:30:29-06:0008/10/2020|

What to do in the conference vacuum: How to refocus your conference budget on other brand-building activities

COVID 19 has forced the cancellation, at least for the near term, of most in-person conferences and events.  Both Schwab and Morningstar’s massive advisor conferences will now be online. This isn’t all bad.  Early feedback on other well-attended events that have been held virtually is promising.  Apple’s virtual conference is likely to attract many more people than would otherwise have [...]

By |2020-07-20T11:22:01-06:0007/01/2020|

Logica “Future of Money” Survey: How best to engage with customers and the community in the COVID-19 era

New research from Logica Research’s Future of Money Survey offers important insights about consumers and money in a world upended by COVID-19. What do consumers want and how should you communicate with them? A recent webinar on the study sponsored by the Financial Communications Society stressed the need for empathetic communications. Financial companies should demonstrate they understand their customers’ issues [...]

By |2020-06-02T08:16:31-06:0005/29/2020|

Crisis communication tips from Teddy Roosevelt

Historian Doris Kearns Goodwin’s new book, Leadership in Turbulent Times, draws leadership lessons from her presidential subjects. Best known for the bestseller Team of Rivals focused on Abraham Lincoln’s cabinet and her Pulitzer-prize winning No Ordinary Time about Franklin and Eleanor Roosevelt during the war years, Kearns Goodwin has spent her life studying these and other leaders. Buried in her [...]

By |2020-04-23T11:52:02-06:0004/17/2019|

Earned is the new paid

Financial institutions are increasingly thinking outside the box when it comes to marketing their financial products and services. As Fidelity’s Abigail Johnson said in a Nov. interview, “I'm very down on conventional advertising...I think that conventional advertising will be less and less the way of the world. We need to find other ways to get people to give us a [...]

By |2020-04-24T09:42:38-06:0002/01/2019|

Q&A with Shane Stiles, Gate 39 Media – online visibility enhanced by thought leadership

We encourage our clients to have a thought leadership program to connect with existing customers, engage new leads, and to share with media. Successful thought leadership programs engage audiences with interesting content that can be posted to a company blog or website, social media and in relevant publications that speak to the right audiences.  Thought leadership can also help with Search [...]

By |2020-04-23T11:53:13-06:0004/26/2017|

Why do we overcomplicate millennial marketing?

In March 2017, Deutsche Bank economist Torsten Slok reported that there are now more 26-year-olds in the United States than any other age group. Slok’s research highlights some of the positive implications these millennials, or so-called “echo boomers,” will have on the U.S. economy as they get jobs, pay taxes, buy houses and have children. In fact, Slok argues that [...]

By |2020-04-24T09:48:10-06:0003/31/2017|
Go to Top