4 bad PR habits your financial services firm needs to break now

4 bad PR habits your financial services firm needs to break now

You can see it now. You’re on the cover of The New York Times. You’re wanted for tomorrow’s special CNBC program. The phones are ringing off the hook from reporters who want your take on the latest industry news. It’s not a far-fetched dream, but it takes work to get...
The power of group think and its effect on your marketing strategy

The power of group think and its effect on your marketing strategy

A recent stint on jury duty reminded me of something my parents used to say to me as a child: “If your friends all jumped off a bridge, would you jump too?” While I never thought it would happen to me, a letter recently came in the mail summoning me for jury duty....
Telling your story amid a hectic financial media environment

Telling your story amid a hectic financial media environment

Whether you’re the founder of an upstart ETF issuer or the CMO of a massive RIA firm, today’s increasingly high-volume, fast-paced media environment presents a plethora of credibility-building opportunities to share your story that you cannot afford to ignore. Given...