How a Clear and Concise Value Proposition Can Help You Gain Business

Whether you are a financial services firm offering retirement plan services, an investment manager with a compelling line up of mutual funds or an investment advisory firm selling to high net worth individuals, you need to clearly and concisely state your value proposition. This is especially important in markets that are commoditized, such as the retirement plan marketplace, or [...]

By |2023-04-20T04:04:10-05:0006/30/2014|

What You Should Know about Links in News Releases

The algorithms Google and other search engines use to rank and select content are complex and constantly evolving. We are not experts on search but want to share what we’ve learned about the impact on search of news releases, wire services, and links. A few years back, we began helping our clients embed links in news releases in order [...]

By |2023-04-20T04:04:11-05:0006/02/2014|

Financial Online Video- Look Into It

Several news stories document the declining viewership of business news broadcast networks, including this Wall Street Journal  story from late last year about struggles at CNBC, Fox Business Network, and Bloomberg Television. At the same time, financial online video continues to grow, creating more opportunities to tell your story in a video format. CNBC now produces online video programs, [...]

By |2023-04-20T04:04:12-05:0004/11/2014|

Thought Leadership: The Key Ingredient to Your Content Marketing Program

Thought leadership is content that can influence the way people think or discusses and identifies industry trends in an interesting or thought provoking way. Think of thought leadership as you and your firm’s ideas, insights and viewpoints on relevant topics. Thought leadership is the most important ingredient in your content marketing program. Why? Your thought leadership is the entry [...]

By |2023-04-20T04:04:12-05:0003/18/2014|

Blogging for Financial Services Firms

Blogging seems like a straightforward concept: think of something to say, write it down, then post it to your website; use the content to connect with clients and leads. This is easier said than done. An effective corporate blog—one that connects with clients, prospects, journalists, and any other stakeholder groups—requires that you think like a journalist, a publisher, a [...]

By |2023-04-20T04:04:13-05:0002/05/2014|

TV Interviews Part 2

Our last blog focused on preparing for television interviews and crafting your message. We thought it might be helpful to follow up with a brief post that focuses on how to dress and appear on television. Like it or not, on video the validity of your message is greatly affected by your appearance. We always tell our clients to [...]

By |2023-04-20T04:04:15-05:0012/09/2013|

Getting Ready for Television

You’ve landed a television interview. That’s a great opportunity to tell your story and represent your company. That’s a big job to do in just a few minutes. Keep in mind, the average news story runs under two minutes. But if you do it right, you can help build your company’s name recognition and your credibility. Preparation is a [...]

By |2023-04-20T04:04:16-05:0010/28/2013|

What’s In Your Content?

Content marketing, brand journalism, native advertising, branded content, content curation, owned media, these are terms that we hear quite a bit lately. What do these terms refer to? And why should financial services companies care? First, the crux of content marketing is creating and distributing relevant content for the purpose of connecting with an audience.  You can do that [...]

By |2023-04-20T04:04:16-05:0009/27/2013|

New Rules Allow Hedge Funds to Advertise

In the past, hedge funds were banned from soliciting investors via advertising or media relations.  However, embedded in the Jobs Act was language eliminating these restrictions and allowing hedge funds, for the first time in decades, to promote their products.  This creates opportunity for hedge funds seeking to grow their assets.  It also causes some concern as less sophisticated [...]

By |2023-04-20T04:04:18-05:0008/30/2013|

Hat Trick for B2B Success = Sales + Marketing + PR

We’ve worked with organizations where there is a disconnect between sales efforts, marketing initiatives and media outreach. Companies that make these functions work in concert, however, find great synergies with each area augmenting the others’ results. Here’s how these groups can help each other: Salespeople: On the Frontline Salespeople understand what resonates with their audience – prospects. They constantly [...]

By |2023-04-20T04:04:19-05:0007/09/2013|
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