Three ways not to sound salesy in educational content

Educational content should build trust with your audience—which in most cases is your clients and prospects. Clients want to hear from you, and interested prospects want to understand you … often before a first meeting.   To build trust, you have to avoid sounding salesy. With blog posts, there’s an implicit contract between you and your readers that you won’t [...]

By |2023-09-27T16:27:12-05:0009/27/2023|

Why choose one when you can have both? Our take on Work from Home vs. Work from Office

As more and more companies ditch their COVID-era WFH and hybrid policies and require employees to return to the office full time, we’ve been reflecting on Lowe Group’s flexible approach to workplace attendance. Lowe Group has had remote and hybrid work options since long before the pandemic. With employees based around the U.S., Mexico and Europe over the years, [...]

By |2023-09-20T10:34:12-05:0009/20/2023|

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 |2023-09-13T15:48:55-05:0009/13/2023|

Taking your thought leadership on the road—and making the most of it

In just a few weeks, several of the major financial industry conferences are scheduled including FutureProof and Schwab Impact among others. Whether you are participating, exhibiting or speaking, conferences are a key part of most of our clients' outreach plans and for many, there is a special focus on speaking.    Getting on stage at these marquee events is often a [...]

By |2023-09-07T11:21:36-05:0009/07/2023|

How to include a Q&A within your news release

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 [...]

By |2023-08-29T14:49:09-05:0008/29/2023|

As capital inflows slow, PE firms need to get creative & proactive

Alas, we lost two beloved Tinas in the last 12 months. The eight-time Grammy winning Queen of Rock & Roll passed away in Switzerland in late May. She was predeceased by another TINA—the market regime where There Is No Alternative to risk-assets—a year ago this month in Jackson Hole, Wyo. That’s when the world’s leading central bankers made it [...]

By |2023-08-23T12:35:26-05:0008/23/2023|

Marketing and communications professionals should know the 7 “general prohibitions” of the new SEC Marketing Rule

This week the SEC announced its first charges under the new Marketing Rule that went into effect in May 2021. Tital Global Capital Management USA was fined $850,000 for “using hypothetical performance metrics in advertisements that were misleading” and for “multiple compliance failures that led to misleading disclosures about custody of clients’ crypto assets, the use of improper ‘hedge [...]

By |2023-08-22T14:59:01-05:0008/22/2023|

Gen Z and traditional investment providers: where, how will their paths even cross?

We can’t underestimate the work—and new thinking—required for the investment industry to meaningfully extend to Generation Z investors. That was my takeaway from a discussion this week with two Lowe Group college interns. Rosemary Cetera is a graduate student at Marquette University pursuing a Master of Arts in Corporate Communications, and Jamiah Boyd is a junior at the University of [...]

By |2023-08-17T12:25:17-05:0008/17/2023|

Why’d you do that to our news release?

In the back-and-forth of working with clients to craft press releases, there are a couple of areas of … how to put this delicately … tension … that sometimes come up.   Here, then, are some of the more common questions we get from clients when it comes to news releases and our responses when they ask “Why did you  [...]

By |2023-08-10T10:38:45-05:0008/09/2023|

9 head-turning charts, animations, images from investment firm marketers

It’s been too hot to read—instead, this week let’s look at some pictures!  Here’s a shout-out to some of the finest graphics we’ve seen circulating on the socials lately. The set of nine celebrated below is a mix of new and old-but-evolved charts, animations and images produced by asset management and advisory firm marketers over the last few months.  [...]

By |2023-08-08T08:42:05-05:0008/01/2023|
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