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. [...]
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 [...]
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 [...]
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 [...]
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 [...]
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’ [...]
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 [...]
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 [...]
When trying to make impactful and lasting changes to your organization’s social media presence, it can be challenging to decide where to start. While it is imperative to periodically assess your own footprint and evaluate from within, don’t stay there too long. If you don’t take the time to look beyond your mirror, you’ll miss out on the valuable (and free!) information you could learn from examining the performance of your peers. Although this process can be relatively [...]
I once received an email from an awards organization letting me know a client had won an award titled “Best Asset Manager in Wisconsin.” The award-giver apparently overlooked the fact that this client is based in Massachusetts. But not to worry! The awards program simply changed the title of the award to “Best Asset Manager in Massachusetts.” If I’d [...]
