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Can National Press Outreach Help Local Wealth Managers?

Many wealth managers question the benefit of reaching out to the national press to promote their firm. 

This situation is probably all too familiar to you. You’ve been cranking away at client emails for hours, hoping to get to all of them before your meeting that starts soon. 

In this day and age, the internet connects us with friends, colleagues and potential clients. We rely on social media platforms to connect us to people that we wouldn’t meet every day.

I think of PR and marketing the same way as I do a jigsaw puzzle: no one piece will make it whole.

Thursday, 14 September 2017 06:13

Is Your PR Plan a Bull in the China Shop?

If you're not proactively pursuing PR, you're letting valuable opportunities pass you by.

 

 

In times of uncertainty and turbulence it is often a time to make difficult decisions. Small funds have tough choices to make if they want to survive.

 

Thursday, 13 April 2017 06:30

Enhance Your PR Style and Watch Sales Soar

Why do some fund firms receive more frequent and higher quality news media coverage than others? It could be one of many reasons. 

Are your portfolio managers too busy handling assets to set aside time to sell? Is performance down, and the need to make sure funds are being sold ever-growing? If you answered yes to either of these questions, it is time to hire a wholesaler.

Thursday, 09 March 2017 06:31

The Basics of Financial Television

The needs of financial news networks such as CNBC and Bloomberg TV are multifaceted and subject to rapid change. Major world news events impact the financial markets every day affecting the format and subject matter for each program.

Looking for a way to grow your fund? Ready to meet more financial advisors to tell them about your products? 

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