Financial Services Archives

Advisorpedia: “The Retirement Security Rule: A High-Profile Opportunity To Become Part of the News”

In early 2024, the Department of Labor (DOL) issued a revised fiduciary standard that generated mixed responses from the advisory industry and widespread coverage by the financial media. Well-prepared advisors and retirement specialists who used the news to communicate to interested constituencies through releases, email, and website updates were frequently called on and quoted by the media as the [...]

By Lowe Group|2024-09-24T08:22:24-05:0009/24/2024|

Lowe Group introduces PR/Marketing assessment tool for asset managers 

The Visibility Grader reveals, helps address website shortcomings Milwaukee, WI (July 22, 2024) – Lowe Group, an investment communications and digital marketing agency, has introduced the Visibility Grader, a diagnostic tool designed to help asset management firms understand their online visibility and address any gaps that may exist. “The Visibility Grader is our response to common issues revealed [...]

By Lowe Group|2024-07-23T16:12:05-05:0007/23/2024|

Among the many ways Milwaukee is not horrible: Its investment cred

Not horrible at all. National viewers will see for themselves when the Milwaukee skyline is in the news a lot in July as the Republican convention descends upon the city. We love this community whose new tagline, Fresh, Flavor, Forward, describes so much about what we enjoy about living here. Our professional home is equally compelling. Lowe Group [...]

By Jody Lowe|2024-06-19T09:15:39-05:0006/14/2024|

Financial Advisor Magazine: “Lights! Camera! Advisors Discover The Power Of Video Marketing”

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 [...]

By Lowe Group|2024-03-03T13:57:49-06:0002/06/2024|

Advisorpedia: “Measurement Dashboards: Look at Multiple Data Points To Measure Your PR Impact and Investment”

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 [...]

By Lowe Group|2024-03-03T14:28:27-06:0006/05/2023|

Advisor Perspectives: “Play to Your Strengths in Client Communications”

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 [...]

By Lowe Group|2023-04-20T03:59:47-05:0010/11/2022|

You have to give in order to get: Asset managers willing to educate others can help build awareness at the same time

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 [...]

By Jody Lowe|2023-04-20T03:59:51-05:0005/13/2022|

Are you looking to gain more traction with your social media posts? Start with your own team

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 [...]

By Talia Dunyak|2023-04-20T03:59:52-05:0005/06/2022|

Should you post views on a fast-moving international crisis?

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 [...]

By Benjamin Bishop and Elizabeth Terry|2023-04-20T03:59:53-05:0003/22/2022|

Forbes: “5 Reasons To Make Podcasts Part Of Your PR Program”

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 [...]

By Lowe Group|2023-04-20T03:59:54-05:0003/07/2022|

Advisorpedia: “The Retirement Security Rule: A High-Profile Opportunity To Become Part of the News”

Lowe Group introduces PR/Marketing assessment tool for asset managers

Among the many ways Milwaukee is not horrible: Its investment cred

Financial Advisor Magazine: “Lights! Camera! Advisors Discover The Power Of Video Marketing”

Advisorpedia: “Measurement Dashboards: Look at Multiple Data Points To Measure Your PR Impact and Investment”

Advisor Perspectives: “Play to Your Strengths in Client Communications”

You have to give in order to get: Asset managers willing to educate others can help build awareness at the same time

Should you post views on a fast-moving international crisis?

Forbes: “5 Reasons To Make Podcasts Part Of Your PR Program”

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