Is a fund anniversary or asset level milestone newsworthy? Often it is. More than just a self-serving update from the home office, sharing milestone accomplishments can provide information that audiences—firm gatekeepers, analysts, financial advisors, investors, institutional investors, consultants—care about and are waiting to hear. Sharing related data Here’s an ETF marketing example of how a milestone is noted to [...]
Oh shoot (or more likely an expletive). Nothing worse than getting an unexpected alert with your company name connected to unflattering news posted to Bloomberg, CNBC or another financial network Though we hope some stories don’t make headlines, the media loves to report on corporate lawsuits and regulatory matters. Financial industry trades quickly pick up on news of a key executive leaving to join [...]
When you write content for clients and prospects, it’s tempting to sell more aggressively than might be expected in an educational piece. There’s an implicit contract between you and your readers, and if you include slick-sheet language in, say, a blog post or white paper, you’ll undermine your purpose. High-quality educational content engages clients, helping them understand your [...]
In January the Lowe Group announced the formation of LG Digital, which formalizes and extends services we’ve previously offered. Pat Allen joined us to head the practice, bringing senior-level leadership and valuable varied experience. Now that Jody and Pat are working together, we thought we’d have a chat about how financial PR and digital marketing work together. [...]
When you write content for clients and prospects, it’s tempting to sell more aggressively than might be expected in an educational piece. There’s an implicit contract between you and your readers, and if you include slick-sheet language in, say, a blog post or white paper, you’ll undermine your purpose. High-quality educational content engages clients, helping them understand your products [...]
Tell us about your academic and professional background? I graduated magna cum laude with a bachelor's degree in human resources from UW-Whitewater. Right out of college, I worked in the HR department for the law firm Godfrey & Kahn. Since then, I’ve worked in HR in a wide variety of industries including healthcare, manufacturing, and retail. I mostly held [...]
The SPDR S&P 500 ETF (SPY) celebrated its 30th anniversary this week, and everybody who’s anybody has weighed in with fascinating reminiscences about how the idea set what had been a complacent mutual fund business on fire. More than the anniversary of a single product, Jan. 22, 1993, was the start of an industry that’s grown from SPY’s original [...]
Tell us a little about your early life/education? I earned an undergraduate degree in Communications/Journalism and Spanish from University of Wisconsin-Eau Claire. I then earned an M.A. in Mass Communication from the University of Wisconsin-Milwaukee. During my time at school, I was a campus tour guide, Black Student Association president, a tutor, and more. I learned many of the soft [...]
We always encourage clients to “use the news to get in the news,” and 2022 had no shortage of headlines that provided opportunities to showcase their expertise. A few headlines in particular gave ample opportunity to chime in. Here are a few ways our financial services clients participated in the year’s biggest financial headlines. Inflation takes hold - Throughout [...]
Everyone’s talking about Elon Musk’s Twitter takeover, but do you know what that means for your firm’s account? Without commenting on Musk’s business strategy, his bold actions, such as changes in verification process including the Twitter Blue launch and an overhaul of moderation policies, have caused many of our clients to wonder what a Musk-led Twitter might mean. As [...]
