In our Message Development & Media Training Workshop, we'll craft a compelling story and help you tell it clearly and consistently. Your custom public relations plan supports your firm's growth goals by highlighting your expertise and reaching the right audiences. Marketing today is content rich. We write, design, produce and place across print and digital platforms as an integral part of your public relations efforts.
We specialize in promoting mutual funds, ETFs, wealth managers, and banking products through public relations campaigns and marketing. Our average client enjoys 100+ interviews/year in top-tier financial publications, online outlets and TV. We know the financial industry and the reporters who cover it.
We specialize in promoting mutual funds, ETFs, wealth managers, and banking products through public relations campaigns and marketing. Our average client enjoys 100+ interviews/year in top-tier financial publications, online outlets and TV. We know the financial industry and the reporters who cover it.
Services
It takes an intelligent, comprehensive and consistent approach to make your sales and marketing efforts successful. Our first priority is to get to know you, your fIrm, its products, people, target markets and growth goals. As a valued partner, we'll make recommendations, then work alongside you to execute programs to help you grow.
Our primary objective is to position your spokespeople as thought leaders in broad economic thinking or areas of expertise to support your growth. During the pandemic of 2020, we have transitioned to a very successful virtual PR approach. During your on-boarding Messaging Workshop, we'll get to know your spokespeople and help you refine your story.
After participating in a Message Development and Media Training Workshop designed just for your spokespeople, you''ll say "yes!" to those questions. If you ask everyone in your company to describe your investment process and why it's different, will you get a consistent answer? Can you tell an investor why they should invest in your mutual funds instead of your competitors' in a way that's easy to understand?
Our process explores who you want to reach and how they find information. We evaluate where you are today, what's working and what's not by talking with management and any sales staff you may have. If you've been in business for a while, a marketing audit may be a good place to start. We'll take an indepth look at your website, collateral and sales outreach programs for consistency of message and brand.
Social media, e-mail and websites are now the top three channels to engage with investors, advisors and institutions alike. Target people based on occupation, income, age, and more to help drill down to financial advisors or high net worth individuals. Integrated, auto-generated digital advertising campaign can continually target and re-target your primary prospects.
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