15 steps to becoming the best podcast guest

Podcasts are everywhere. One source suggests that today there are now 3.2 million podcasts. Podcasts outnumber audiobooks by 6:1.   For those wanting to launch a podcast, those numbers are daunting. Many of our clients have launched or at least explored launching a podcast. There are benefits to producing your own. You have complete control and, done well, there [...]

By |2024-03-21T14:52:19-05:0003/20/2024|

Think in threes

Last week I attended a gathering of wealth managers and gave a brief presentation with suggestions on building personal brands. The point that resonated most was “thinking in threes.” This is an idea we apply regularly in our message-triangle approach to preparing for media interviews. It’s also helpful whenever you need to keep in mind key ideas you want [...]

By |2024-03-11T12:11:31-05:0003/11/2024|

Insider’s list of investing podcasts [March 2024 update]

We’re fortunate in the investment industry to have so many new content creators consistently stepping up to share their expertise via podcasts. At the same time, a podcast production schedule can be demanding and hard to justify when there’s insufficient observable return for the effort, and over the last few months several shows have either taken their final bow [...]

By |2024-03-07T09:59:51-06:0003/04/2024|

New to marketing ETFs? Download our guide

What’s different about ETF marketing?  An article in the Financial Times last week painted one picture, citing a scene across the street from the ETF Exchange conference in Miami: financial advisors on board a luxury superyacht “drinking ETF-themed cocktails, helping themselves to prime rib and smoking cigars.”   Most telling: the event was sponsored by (wait for it) Dimensional Fund [...]

By |2024-03-03T13:53:09-06:0002/26/2024|

Don’t overlook an important piece of RIA M&A: the story you have to tell

With RIA merger and acquisition activity expected to continue at a robust rate in 2024 (see sidebar), expect to see a lot more deal-related news in publications like Barron’s Advisor, CityWire RIA and RIA Biz.   This coverage is an opportunity for growing RIAs to tell their stories. With each liftout and acquisition, firms have an opportunity to reiterate core [...]

By |2024-03-03T13:54:49-06:0002/22/2024|

Lessons from the trenches: what to expect when you are asked to attend media training

As part of our engagements with clients and as a separate standalone service, we’ve trained hundreds of spokespeople to talk to the media or speak on webinars and panels.   Our media training can be anything from an abbreviated online training to a full-day program with on-camera practice. The goal is to get spokespeople comfortable talking to the media. Many [...]

By |2024-03-03T13:56:04-06:0002/13/2024|

Latest MuckRack survey sheds light on marketing/comms convergence, alignment

What’s everyone else doing?  Of course, the investment industry is unique and, without question, investment marketers and communicators operate in an environment (including regulatory) that other communicators don’t. Even so, it can be interesting to learn how others approach their jobs.  MuckRack recently published the results of a survey on a subject near and dear to our hearts—priority-setting, the collaboration [...]

By |2024-03-03T13:58:32-06:0001/30/2024|

Starting February 1, bulk-email basics matter even more

Starting February 1, Google and Yahoo are requiring certain best practices for email senders—large and small—who address messages to Gmail and Yahoo addresses. If you don’t comply, your email reputation may suffer … and you could wind up blacklisted.   This is particularly important for smaller wealth or asset management firms who use programs like MailChimp or Constant Contact [...]

By |2024-03-03T13:58:49-06:0001/24/2024|

Vanguard ban on bitcoin ETFs [A communications case study}

UPDATE: On January 24, Vanguard posted a Q&A featuring its ETF and brokerage platform leaders Janel  Jackson and Andrew Kadjewski defending the firm's position and explaining why they barred trading in spot bitcoin ETFs. Until yesterday, the firm had only commented reactively in response to press inquiries. Jackson said, “We understand that our decision on crypto is not popular [...]

By |2024-03-03T15:29:56-06:0001/23/2024|
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