A chapter closes today when Bob Huebscher signs off from Advisor Perspectives, the ground-breaking publication he founded 17 years ago. AP was established at a time when consumer and trade publishing was being disrupted by web 2.0 trends and technologies that enabled users to generate content alongside brands and publishers. In the wake of the Great Financial Crisis, as [...]
On Tuesday Barron’s broke the story about Ron Carson, the founder of the Omaha-based RIA Carson Group, stepping down from his CEO role. Carson posted a video to LinkedIn that he had recorded a week earlier, announcing he had shared his story with Barron’s on embargo. While he went on to discuss his plans to focus on conscious [...]
For today’s post, both Lowe Group President & Founder Jody Lowe and Pat Allen, head of LG Digital, weigh in on the recently updated PESO model and the relevance of the underlying thinking to investment communicators. Jody's PR perspective: Yes to PESO—just maybe not in that order Most communications pros have seen the Venn diagram with the overlapping [...]
Finfluencer: A social media influencer who provides personal finance education or advice to followers. For many years, my idea of a finfluencer was one of the many well-followed financial thought leaders who were widely quoted in the media and on social media—people such as Michael Kitces, Wade Pfau and Christine Benz who are well known by professionals at [...]
My family takes turns labeling one another as “sentimental Irish”—a reference to an old song performed by the Irish song and dance man Tony Kenny. I’ve kicked the lyrics to the sidebar below so I stay on task, without tearing up. I wish you could have heard Tony sing it live in a room filled with Chicago Irish [...]
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 [...]
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 [...]
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 [...]
The good news: investing podcasts just keep coming. The better news: The Lowe Group’s Insider’s List of Investment Podcasts recommended for the investment industry (asset managers, financial advisors, professional investors and fintech) has just been updated with 10 more podcasts. This is the directory’s final update of the year, after being introduced in April and last updated in July. [...]
Sometimes, you have news to share that’s only mildly newsworthy, but your subject-matter experts have something interesting to say. Within the formal structure of a news release, you can make the news more engaging by including a Q&A. A good example in the asset management world is the occasion of a fund reaching an anniversary milestone, such as the [...]
