by Mark Grandstaff | Feb 16, 2024 | Financial Services, Public Relations
Super Bowl LVIII brought us an explosive game that went down to the wire. It also showed the world what happens when you’re caught off guard on a high-profile stage. In post-game interviews, the San Francisco 49ers told reporters that they didn’t know the overtime...
by Josh Lusk | Feb 7, 2024 | ETFs, Financial Services, Public Relations
Whether it’s your first or fiftieth ETF launch, you can draw from a wide range of marketing and PR strategies to drive attention to your fund before, during, and after launch day. The work of building awareness should start weeks, if not months, before the launch of...
by Josh Lusk | Jan 8, 2024 | AI, Content Marketing, Financial Services, RIAs
2024 has only just begun, but marketing leaders at financial advisor firms already feel pressure to deliver growth on all fronts. “Build me a strategy to capture new business that is tailored to each of our leads. Now scale it up, while preserving the one-on-one...
by Mark Grandstaff | Nov 9, 2023 | AI, Conferences & Events, Financial Services, FinTech, RIAs
Registered independent advisors have plenty of runway to grow in 2024. But RIAs won’t get the liftoff they need without next-level strategies for lead acquisition and marketing. This year’s Schwab IMPACT, hosted in our backyard at the Philadelphia Convention Center,...
by Mark Grandstaff | Jun 6, 2023 | Conferences & Events, Content Marketing, Financial Services, Public Relations, Social/Digital Marketing
Centered around the theme of growth, DeVoe & Company’s 2023 Elevate conference in Nashville, Tennessee, last month invited hundreds of advisors to learn from RIA industry experts and discuss strategies among peers. Focuses of the educational sessions included the...
by Mark Grandstaff | Jun 1, 2023 | Content Marketing, Financial Services, Public Relations, RIAs
It’s no longer a secret or surprise to most financial advisors that the ability to connect with their clients and where they are in their personal lives is more valued than the ability to vet which funds are going to outperform. In fact, advisors who can listen to...
