by Josh Lusk | Apr 28, 2014 | Financial Services, RIAs, Social/Digital Marketing
It’s no secret that LinkedIn has been the social media “gateway drug” for financial industry firms. For an industry that has long conducted business via referral and on the basis of who you know, the utility of LinkedIn makes the network the natural first step into...
by Josh Lusk | Mar 4, 2014 | ETFs, Financial Services, RIAs
As a top financial PR firm, we’ve had the fortune of working with a diverse group of financial services firms. Mutual funds, ETF sponsors, CPA firms, banks, and asset managers have populated our client roster for years. However, our financial PR unit was formed when a...
by Josh Lusk | Jan 31, 2014 | Financial Services, RIAs
Contrary to results from a recent survey of Granite State voters in New Hampshire, Mitt Romney said in his keynote speech yesterday at TD Ameritrade Institutional’s annual conference that he will not be running for office in 2016. Having addressed the elephant in the...
by Josh Lusk | Jan 27, 2014 | Financial Services, RIAs
Financial institutions have stars in their eyes. Imagine yourself as a baby boomer in need of financial guidance. You are intelligent and have enjoyed a successful career. Now you’re seeking opportunities to ensure a comfortable retirement while preserving a legacy...
by Josh Lusk | Jan 3, 2014 | ETFs, Financial Services, RIAs
Investment firms have been content marketers for decades. Today, newsletters, direct mail pieces, conference calls, and seminars have been replaced or complemented by blogs, email campaigns, and webinars. The goal has not changed — firms want to deliver timely,...
by Josh Lusk | Dec 16, 2013 | Financial Services, RIAs
It’s that time again. Time for laughter, time for cheer. And along with it comes the stress of deciding what to send to clients this holiday season. While it’s always important to recognize clients, even the most thoughtful thank you might be overlooked in the crush...
