Everyone’s talking about Elon Musk’s Twitter takeover, but do you know what that means for your firm’s account? Without commenting on Musk’s business strategy, his bold actions, such as changes in verification process including the Twitter Blue launch and an overhaul of moderation policies, have caused many of our clients to wonder what a Musk-led Twitter might mean. As [...]
I’m a bottom-up manager and I don’t have a ‘big picture’ view.” “We don’t make bets on sectors. We build our portfolios stock by stock.” “The economic outlook doesn’t matter. We are focused on long-term company fundamentals.” Admirable. But this can be tough for your media relations team as they try to get you interviewed in the media. The [...]
Tell us about your academic background A broad liberal arts program at the University of Texas called Plan II—so broad that there was a running joke on campus—“I haven’t chosen a major, but I Plan II.” My concentration was history and for my senior thesis, I used census data to track immigration patterns in 19th century Texas. This prepared [...]
During a recent call with a client we admire for its strong thought leadership and social media outreach, we spent a few minutes discussing the goals of social media communications. Are successful social media programs measured mainly by an increase in sales or leads added to the pipeline? That is one measure. But in our experience, a successful program [...]
Tell us about your academic background I earned my Economics degree in England and communications graduate degree from Boston University. How did you land your first gig in financial PR? I met the head of Fidelity’s PR department, and he asked me to interview for the national media relations position. He was an Anglophile, so I think that helped, but [...]
The window of time for SEC-registered investment advisors to conform to the new SEC Marketing Rule is drawing to a close. The new regulation became effective in May 2021 with an 18-month transitional period for RIAs to modify their compliance practices prior to enforcement. Starting Nov. 4, the SEC requires adherence to the new rules. Here we focus on [...]
If your company operates in a highly regulated industry like financial services, it’s not uncommon for the approval process for content to become contentious. But when compliance and marketing can’t see eye to eye, it can be both unpleasant and unproductive. Even if you outsource your compliance function, establishing and maintaining solid working relationships with the people who have the [...]
Many portfolio managers, analysts and advisors tell us they are too busy to take the time to explain what they do. Many are also concerned about sharing their “secret sauce,” that what they say might be proprietary. But we tell our clients that they need to “lift the curtain” to transparently explain what they do and what they’ve consistently [...]
When our clients ask us how to increase their social media reach and engagement, we counsel them to look first at whether and how much their own employees share and like their corporate or thought leaders’ posts. The Twitter and LinkedIn algorithms that determine what is shown on a user’s feed favor posts that quickly attract high levels of [...]
Deciding whether to post commentary during a severe and fast-moving crisis, such as the Russia-Ukraine war, can be a conundrum. Asset managers may be reluctant to make macro calls. Wealth managers may have qualms about commenting on changes to portfolio composition. For both, hesitations boil down to these three reasons: You don’t want to be wrong. You don’t want [...]
