To connect with clients and prospects, it’s common for financial advisory firms to invest in strong marketing programs. As year end approaches, many firms are reviewing their marketing efforts and planning the course for the year ahead.
You've scored an fantastic opportunity for a media interview. Now what? Don't get spooked - get ready! Preparation is key - see how a public relations professional can help.
Your firm is a dime a dozen. You’re just like everybody else and they all do what you do. No? Think you’re different?
When you meet with clients and prospects are you REALLY listening?
Your company website is your first impression – make sure it’s a good one!
A well thought out and executed website can get your foot in the door with a potential client, and if you’re not careful it can also cause that door to slam shut!
Marketing methods and strategies are constantly changing. Your marketing strategy should be adapting to the changes and trends, while adhering to marketing tenets that remain unchanged.
It seems you can’t turn on a radio or TV these days without hearing about Cryptocurrency.
Although it’s steadily gaining in popularity and becoming more mainstream, many remain leery. Morningstar recently posted an interview with Madeline Hume, Senior Researcher, author of Morningstar’s first Cryptocurrency Landscape Report.
During the interview Madeline debunked some of the myths surrounding cryptocurrency.
Smile! You're on Candid Camera!
Rememember Allen Funt's Candid Camera? Or maybe America's Funniest Home Videos or AVF? The shows capitalize on funny moments of people being caught on camera -
When the market is particularly volatile and feels fraught with uncertainty investors get nervous.
Do you have a communication strategy?
When the market churns, investors very often turn to their financial advisor for guidance and even reassurance. Is your firm prepared? It’s a good idea to have a communication plan at the ready that advisors can quickly turn to when needed.
Assets have been flowing steadily into ESG funds and are on target to hit $41 trillion by year end.
Are funds claiming to be ESG funds really observing EGS factors? Concerns are growing that many may be “greenwashing,” in that while they’re claiming their products are environmentally and socially conscious they really are not.
Marketing strategies have often consisted of companies creating their materials and sending them out into the world – essentially a variation of “throw it against the wall to see if it sticks.”
Over time, marketing efforts were finessed and became more directed. Sales personas were developed, funnels created, and prospects were channeled through.
If you’ve recently signed up for your first PR campaign and you’re not sure what to expect - it’s a good idea to set expectations for all involved.
According to the US SIF, total US-domiciled assets under management (AUM) using sustainable investing strategies grew from $12 trillion at the start of 2018 to $17.1 trillion at the start of 2020, an increase of 42 percent (SustainFi).
March was another month of inflation growth – and some have feared a negative response.