Considerations for Tweeting in a Time of Twitter Turmoil

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 you [...]

By |2022-11-30T17:07:57-06:0011/30/2022|

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 engagement. [...]

By |2022-05-06T14:28:30-06:0005/06/2022|

LinkedIn: Is Your Firm Making the Most of the Social Media Platform?

   By now, most financial services firms are aware of the marketing power of LinkedIn. Even if they don’t use social media platforms such as Twitter or Instagram, it’s rare to come across a firm that isn’t on the professional networking site. LinkedIn says its members are 2x more likely to seek financial advice on the platform and are 1.7x [...]

By |2021-09-24T11:37:23-06:0009/21/2021|

The Subtleties of Voice, Tone and Style on Financial Social Media

Gone are the days when being active on social media is optional. Social media should be seen as an extension of a robust communications strategy; however, simply having a presence is not enough. Social media is an important place for firms to highlight media coverage, leverage thought leadership, reach new audiences and extend their brand’s reach.   Social media is an extension of an overall communications plan. Just as it is important to have a consistent brand [...]

By |2021-06-22T09:54:59-06:0006/17/2021|

Beyond ‘Let’s do better’: Lessons from industry responses to America’s conversation on racial justice and inequity

This spring our inboxes were flooded with sympathetic messages and thoughts on the reckoning America is experiencing on racial inequity and justice, largely spurred by the death of George Floyd and the numerous effects of the COVID-19 pandemic. While some companies released public statements, others sent internal messages to employees. Still other companies didn’t chime in at all. Many of [...]

By |2020-08-27T16:30:29-06:0008/10/2020|

What to do in the conference vacuum: How to refocus your conference budget on other brand-building activities

COVID 19 has forced the cancellation, at least for the near term, of most in-person conferences and events.  Both Schwab and Morningstar’s massive advisor conferences will now be online. This isn’t all bad.  Early feedback on other well-attended events that have been held virtually is promising.  Apple’s virtual conference is likely to attract many more people than would otherwise have [...]

By |2020-07-20T11:22:01-06:0007/01/2020|

You too can churn out content like leading brand strategists

We’ve used the terms “breaking through the clutter” for more than 15 years when talking about the challenge of being heard in a multimedia world. Well before the widespread adoption of social media, we talked about the proliferation of news websites and online media that competed with – and ultimately reduced – the power of traditional media. But today, the [...]

By |2020-04-03T12:06:52-06:0002/08/2019|

Earned is the new paid

Financial institutions are increasingly thinking outside the box when it comes to marketing their financial products and services. As Fidelity’s Abigail Johnson said in a Nov. interview, “I'm very down on conventional advertising...I think that conventional advertising will be less and less the way of the world. We need to find other ways to get people to give us a [...]

By |2020-04-24T09:42:38-06:0002/01/2019|

Social media content strategy: Not a one-size-fits-all approach

All social media platforms are not created equal. To increase engagement rates and the odds of connecting with your ideal audience, tailor your social media content uniquely for each platform. It’s helpful to take a step back and look at the demographics, audience reach and purpose of each platform, and then identify how they relate to your firm’s overarching goals. [...]

By |2020-04-24T09:45:08-06:0012/12/2018|

Putting down the mirror: How to improve your social media strategy by evaluating your competition

When trying to make impactful and lasting changes to your organization’s social media presence, it can be challenging to decide where to start. While it is imperative to periodically assess your own footprint and evaluate from within, don’t stay there too long. If you don’t take the time to look beyond your mirror, you’ll miss out on the valuable (and free!) information you could learn from examining the performance of your peers.   Although this process can be relatively time [...]

By |2019-02-06T13:18:08-06:0009/27/2018|
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