Blog

When financial advisors are able to establish themselves as effective public speakers, it’s often a powerful boost to their businesses, personal development and professional opportunities. Embracing your voice, incorporating it into the way you brand yourself and using it as a platform to inspire, inform, or lead others allows you to set yourself apart as an advisor. […]

It is important for financial advisors, or any brand for that matter, to set clear goals before investing an ounce of time or money into a PR campaign. Some firms just want to pursue a “bucket list” strategy – meaning they want placements in a handful of desired outlets over a short-term campaign, usually so they […]

In our digital, on-demand society, many small to mid-sized professional services firms are constantly cycling through a variety of marketing efforts in order to stay afloat with their competitors. Often times, these marketing efforts are abandoned because they didn’t produce results fast enough, or because there wasn’t an appropriate budget allocated for the length of time […]

Financial advisors who do not prioritize public relations often hold the common misconception that they are not newsworthy. This belief isn’t true, and the fact is, every single one of them likely has something interesting to share in their own right. Every financial advisor can provide a unique perspective on their approach to the profession […]

For professional services firms, the marketing landscape favors firms that can consistently build trust, transparency and engagement among their target markets. Credibility is the key to capitalizing on this trend, and businesses must now rethink how they promote their brands to thrive, or at the very least survive, under these standards. In years past, sales-driven […]

Third-party credibility is not only important for your brand and overall reputation, but it’s also becoming increasingly important to your firm’s search engine optimization (SEO) efforts as well. For those of you who do not know much about SEO, or need a refresher, SEO is the process of getting web traffic from the “organic,” or […]

Whether you like it or not, our culture is becoming more online and on-demand as the days pass by. As a result of this digitized culture, numerous traditional marketing strategies have taken the digital route. Some of you who are reading this right now might be thinking, “This doesn’t affect me, my leads don’t originate […]

One year after I risked everything to launch my own venture, I penned a short article chronicling my journey up to that point. One commenter responded with near-vitriol, wondering how I could be so misguided as to influence – encourage, even – others of my generation to take on extensive levels of risk in order to successfully […]

Dear Class of 2017, Now that you’ve bedazzled your graduations caps and tossed them in the air, it’s time to move into new apartments (or back to mom and dad’s house) and get ready to launch your careers. But there’s something different about your class compared to the classes of Millennials that came before you […]

Leveraging third-party credibility is what turns press into profits. Many professional services firms who have not previously engaged in a PR campaign have a false impression that earning press mentions alone will result in sales. While they certainly can, it is often a shot in the dark and a flawed and narrow way to look […]