On compliance and media interviews: How a well written media policy helps investment firms avoid pitfalls

If you’ve read beyond the headline of this post, thanks for sticking with it. We’ll try not to cause undue stress with a compliance topic. But it’s an essential topic: Having a solid compliance-approved media policy is critical to any investment-related public relations program. For some firms the policy may be as simple as “no one talks to the [...]

By |2024-03-03T14:08:51-06:0009/13/2023|

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 |2024-03-03T14:30:47-06:0004/20/2023|

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 |2024-03-03T14:31:02-06:0004/13/2023|

Updated: Crisis communication tips from Teddy Roosevelt

Author’s note: As local and national officials struggled to respond to the recent Norfolk Southern train derailment in Ohio and its effects, it reminded us of another public official, Teddy Roosevelt, who faced and effectively averted a different public crisis. We are revisiting this blog which is among the most popular we’ve published.  Best-selling author and historian Doris Kearns [...]

By |2024-03-03T14:31:23-06:0004/06/2023|

Financial PR and digital marketing: How they work together

In January the Lowe Group announced the formation of LG Digital, which formalizes and extends services we’ve previously offered. Pat Allen joined us to head the practice, bringing senior-level leadership and valuable varied experience.  Now that Jody and Pat are working together, we thought we’d have a chat about how financial PR and digital marketing work together.   [...]

By |2024-03-03T14:33:56-06:0002/16/2023|

How to avoid sounding self-serving as you write content

When you write content for clients and prospects, it’s tempting to sell more aggressively than might be expected in an educational piece. There’s an implicit contract between you and your readers, and if you include slick-sheet language in, say, a blog post or white paper, you’ll undermine your purpose. High-quality educational content engages clients, helping them understand your products [...]

By |2024-03-03T14:34:19-06:0002/14/2023|

Meet the team: An interview with Connie Hanson

Tell us about your academic and professional background?  I graduated magna cum laude with a bachelor's degree in human resources from UW-Whitewater. Right out of college, I worked in the HR department for the law firm Godfrey & Kahn. Since then, I’ve worked in HR in a wide variety of industries including healthcare, manufacturing, and retail. I mostly held [...]

By |2024-03-03T14:34:31-06:0002/01/2023|

A Shout-out to ETF marketing, sales teams at the 30-year mark

The SPDR S&P 500 ETF (SPY) celebrated its 30th anniversary this week, and everybody who’s anybody has weighed in with fascinating reminiscences about how the idea set what had been a complacent mutual fund business on fire. More than the anniversary of a single product, Jan. 22, 1993, was the start of an industry that’s grown from SPY’s original [...]

By |2024-03-03T13:51:26-06:0001/27/2023|

From intern to comms leader at one organization—How Baird’s Angela Pittman Taylor built her career

Tell us a little about your early life/education? I earned an undergraduate degree in Communications/Journalism and Spanish from University of Wisconsin-Eau Claire. I then earned an M.A. in Mass Communication from the University of Wisconsin-Milwaukee. During my time at school, I was a campus tour guide, Black Student Association president, a tutor, and more. I learned many of the soft [...]

By |2024-03-03T13:52:33-06:0001/10/2023|

How clients participated in the year’s biggest financial headlines

We always encourage clients to “use the news to get in the news,” and 2022 had no shortage of headlines that provided opportunities to showcase their expertise. A few headlines in particular gave ample opportunity to chime in. Here are a few ways our financial services clients participated in the year’s biggest financial headlines. Inflation takes hold - Throughout [...]

By |2023-04-20T03:59:45-05:0012/15/2022|
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