In recent years, a growing number of independent advisors have been using video as a marketing tool. Financial Advisor Magazine's Ben Mattlin spoke to industry experts, including our Executive Vice President, Digital Pat Allen, about the various ways advisors use video. Allen explained that there are three basic types of videos that advisors are producing. (02/06/2024) Click here to [...]
In any environment but especially in today’s predominantly digital environment, one of the challenges when making an investment in public relations is the ability to quantify ROI. Unlike digital advertising where you can measure impressions and clicks, it is harder to measure the impact of earned media. So how can you calculate the value of public relations? In their [...]
Most independent advisors want to differentiate themselves from their peers at larger firms by emphasizing personal perspectives in client communications. The problem is they’re short on time and tools. As an advisor, how can you take a step back and find an approach that works for clients and for you? In his latest piece for Advisor Perspectives, Ben Bishop [...]
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 [...]
As the popularity of podcasts continues, our clients are asking us “Can you get us on a podcast?” more than ever. But with so many of them out there, how do you break through the noise to get your voice heard? Often times, it's not about getting on the most famous podcasts with the most followers, but instead nabbing [...]
Landing an interview with a reporter does not guarantee that you'll get quoted in the final piece. However, you can proactively improve the chances for a successful outcome by taking pains to understand who the journalist is and what they are after. Jody Lowe shared her insights on how to better position yourself to deliver on the media's needs [...]
As the end of the year approaches, Jody Lowe wrote for Forbes to explain how financial strategists and firms can grab the media's attention with their 2022 economic predictions. She shares the common elements of a distinctive outlook, the best methods to make the most of an annual forecast, and the reason why firms should be unafraid to make [...]
Jody Lowe wrote for Forbes to identify a handful of rules for being the kind of market bear who regularly gets invited back to the media dinner party. The stock market and much of the financial media industry are positioned against anyone bearish due to years of the market going up, but Jody shares four guidelines to help communicate [...]
