Expert insights. Personalized for you.
The American Institute of Certified Public Accountants, or AICPA, released the results of a new survey revealing the startling impact that fake financial news is having on Americans' ability to make retirement, investment and healthcare decisions. MORE
There are many examples of how this works, but one I stumbled upon recently by a financial advisory firm looks to me to be a good illustration. Here are several financial and investment analogies and the relationship to content marketing. MORE
Wondering how social selling training for insurance agents and financial advisors really works - and how it can work for you to attract leads, convert sales and build referrals? Presented for insurance and financial advisors by Barbara Rozgonyi. MORE
I'm excited to present LinkedIn social selling marketing strategies for financial services and insurance pros at MDRT's annual conference in Vancouver!! MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business. MORE
Thieves stole more than 500 million financial records in 2014. That’s one financial record for every 14 people on earth. helps financial organizations better understand and cater to the needs of this new breed of cautious consumer. MORE
The post Southwest Behavioral & Health Services Promotes Michael Fett to Chief Financial and Administrative Officer appeared first on HMA Public Relations. (PHOENIX – Jan 29, 2019) – Southwest Behavioral & Health Services (SB&H), an innovative leader in behavioral health, announced that CFO Michael Fett has been promoted […]. MORE
Financial Services PR execs and agencies are still struggling to combat an industry peppered with regular fines, lawsuits and other scandals. Online PR crisis financial services management online online PR reputation MORE
Financial services companies have new guidelines to follow in social media. The Financial Conduct Authority (FCA) has released its guidance on financial promotions in social media after “detailed engagement and consultation with the industry.”. MORE
The post 5 elements of stakeholder-centric leadership that lead to stronger financial performance appeared first on Agility PR Solutions. At Davos this year, it was established that corporate leaders have entered a new phase of doing business—one where profit is not the only driving mission. MORE
Financial services, as an industry umbrella term, includes personal finance, M&A, credit card related services, and robo advisors—just to name a few. What does Shadow Banking mean for a financial PR program? The Rise of Shadow Banking. MORE
As a financial services communicator, you face countless regulations, and the slightest misstep could cost your organization hefty fines. Financial Communicators Conference. You’ll stride out of this conference with the know-how to highlight organizational stories, build a loyal following in the financial community, and woo millennial audiences on social media. MORE
Social media participation in the financial services industry is expected to increase as social networks expand in the coming years. Jenn and the JConnelly team have been working with financial companies for years helping them to navigate the social media landscape. MORE
Company: Landor Associates Location: San Francisco, California Industry: Advertising - Other Career Level: Mid Level Career (5+ yrs experience) Job Status: Full Time Salary Range: Commensurate with Experience MORE
Kevin Frisbie is the owner of Frisbie & Associates and is one of Maine’s top financial advisors. The post Learn How Mentoring is a Win-Win in a Financial Planning Office appeared first on | The PR Maven. MORE
New research from financial email marketing and event management tech services firm StoneShot examines the biggest challenges facing financial marketers and how to address them. MORE
billion during this year’s second quarter—which, besides Kraft Heinz, General Electric and Newell Brands—is more than the remaining S&P 500 companies lost within their entire 2018 financial year reporting. MORE
New research from financial services consultancy BAI uncovers data on trends in marketing and customer acquisition. The post Financial services marketing trends—how do banks acquire customers today? MORE
Reading the review of Trust Me, PR is Dead in the Financial Times my jaw dropped when I got to this line: “Recently, tour operator Thomas Cook was criticised over its handling of the death of two children during one of its holidays: it did not need to overhaul its business model, it needed better communications advice.” How can anyone seriously believe Thomas Cook doesn’t need to overhaul its business model and that simply communicating better would fix anything? That is naive. What Thomas Cook needs to do is behave more responsibly. For what it does to be framed and guided by human decency and ethics. Simply trying to fix what went wrong in this tragic case doesn’t get to the heart of why it happened in the first place. Such morally dubious behaviour can only have happened in a company where ethical behaviour isn’t baked into its corporate DNA. That’s not just communications. What Thomas Cook needs is real public relations, which is far more about what you do than what you say. Reputation is not shaped by what you say, but what you do. The good communications part is listening to better understand what you should do and then telling people what you are actually doing. The Thomas Cook fiasco demonstrated a failure of governance, not just a failure of communications. Repeat after me: “Public relations is NOT just communications. Public relations is not marketing. Public relations is the management discipline that looks after reputation, which is what you do AND what you communicate.” You can read my review of a preview copy of the print edition of Robert Phillips’ book here – Trust Me, PR is Dead – long live public relations. And more about what public relations really is here – What is PR? A definition for 2015. Marketing public relations Reputation Management MORE
Video Creativity Financial Management Holiday Reading Immigration public relationsA Few Favorite Books in 2016. During the holidays you should never be too busy to step back to give thanks and to also take a little time to rest and rejuvenate. MORE
Financial Times. There are times when calling out a journalist can serve you or your brand well. Factual errors come to mind, or unwarranted attacks on one’s character. MORE
Recent data breaches as well as increased credit card fraud have shaken consumer confidence in payment security. As U.S. credit card issuers and merchants adopt new EMV (Europay, MasterCard and Visa) chip-card technology to address certain types of fraud, some consumers are already looking ahead. MORE
To that end, Muck Rack polled financial journalists to get their insights on how the media landscape is changing—and to cull a forecast of 2019. Here are highlights of the 2019 Financial Services Journalist Survey : Fifty percent of finance journalists expect to spend less time on Facebook. MORE
Imagine if New York state, home of the largest stock exchange in the world and an important cultural hub in America, voted to secede from the Union. Translate that to a trans-Atlantic perspective and that’s what happened with Brexit, or Britain’s referendum from the European Union. MORE
Looking to boost its visibility in the media and among potential new clients, British Columbia-based financial institution, BlueShore Financialpartnered with Magnolia Marketing Communicationsin 2017. MORE
On 21 August 2018 I published the first book to translate the US financial independence movement to a UK context. (It’s The post Sales, Pods and Audiobooks: 14 Months On, How’s That UK Financial Independence Book Doing? MORE
The company recently admitted in a Securities and Exchange Commission filing that some of its employees fabricated transactions surrounding procurement and suppliers, which will cause Kraft to resubmit its financial results for 2016 and 2017 and reevaluate its 2018 numbers. MORE
The post Financial services PR—how consumers’ friends and family drive awareness for firms appeared first on Agility PR Solutions. Public Relations branding MORE
As financial services communicators prepare for the uncertain backdrop of 2020, new research from comms giant FleishmanHillard offers a look ahead to the challenges and opportunities that exist for the sector in year to come. MORE
A recent Muck Rack survey of financial journalists. As source credibility continues loom large, especially as communicators battle fake news, financial journalists won’t hold your press release or PR statements in high regard. MORE
The post Financial services continues to plummet in brand intimacy appeared first on Agility PR Solutions. MORE
The United States if the richest nation in the world but it ranks 14th when it comes to financial literacy! 90 per cent of teachers think that kids need financial literacy education — but they’re not getting it and most don’t feel equipped to teach it. To make your kids the most financially literate in history. The post Help us Make Your Kids the Most Financially Literate in History!!!!! MORE
Media in the financial world is far less forgiving than for other industries. The post Financial PR—what it is and why it’s so important appeared first on Agility PR Solutions. There’s only one currency, and it’s literal currency, with everyone involved determined to get their hands on it. Corporations are particularly fervent in jostling for position in the grand game of speculation. Which stocks are heading down? Which are heading up? What […]. MORE
Email newsletters are a particularly useful tool for financial services companies, especially if you’re writing about personal finance. We surveyed the best financial email newsletters, drawing inspiration from many of them. MORE
The post Financial services industry loses ground in brand intimacy appeared first on Agility PR Solutions. MORE
Financial services content is also incredibly complicated. To help marketers be more efficient and effective, Contently created this new report that examines the state of financial services content marketing. Financial services vs. all other industries. MORE
The April #measurePR chat fell the Thursday before Tax Day, so Shonali invited some of PR’s best financial communications pros with measurement advice for everyone—from those just starting out to seasoned pros. Shonali asked how financial PR and IR differ when it comes to the practice of PR. MORE
New Muck Rack survey: Finance journalists project cybersecurity, fintech & financial reform as topics to watch in 2019 MORE
With the markets for banking, asset management, and wealth management experiencing high levels of saturation and competition, financial pros are increasingly seeking ways to communicate more efficiently with clients while optimizing their level of personalization. MORE
Financial Related Topics PR Expanded
APRIL 11, 2016
Social media participation in the financial services industry is expected to increase as social networks expand in the coming years. Jenn and the JConnelly team have been working with financial companies for years helping them to navigate the social media landscape.
Business Wire
MAY 3, 2017
The American Institute of Certified Public Accountants, or AICPA, released the results of a new survey revealing the startling impact that fake financial news is having on Americans' ability to make retirement, investment and healthcare decisions.
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Contently - Strategy
OCTOBER 24, 2019
Email newsletters are a particularly useful tool for financial services companies, especially if you’re writing about personal finance. We surveyed the best financial email newsletters, drawing inspiration from many of them.
Waxing UnLyrical
MAY 10, 2017
The April #measurePR chat fell the Thursday before Tax Day, so Shonali invited some of PR’s best financial communications pros with measurement advice for everyone—from those just starting out to seasoned pros. Shonali asked how financial PR and IR differ when it comes to the practice of PR.
Agility PR Solutions
NOVEMBER 13, 2019
With the markets for banking, asset management, and wealth management experiencing high levels of saturation and competition, financial pros are increasingly seeking ways to communicate more efficiently with clients while optimizing their level of personalization.
The Proactive Report
JUNE 12, 2015
Financial Services PR execs and agencies are still struggling to combat an industry peppered with regular fines, lawsuits and other scandals. Online PR crisis financial services management online online PR reputation
|
PR Daily
MARCH 18, 2015
Financial services companies have new guidelines to follow in social media. The Financial Conduct Authority (FCA) has released its guidance on financial promotions in social media after “detailed engagement and consultation with the industry.”.
Contently - Strategy
DECEMBER 5, 2019
Financial services content is also incredibly complicated. To help marketers be more efficient and effective, Contently created this new report that examines the state of financial services content marketing. Financial services vs. all other industries.
Agility PR Solutions
JUNE 23, 2019
New research from financial email marketing and event management tech services firm StoneShot examines the biggest challenges facing financial marketers and how to address them.
Agility PR Solutions
FEBRUARY 18, 2019
Looking to boost its visibility in the media and among potential new clients, British Columbia-based financial institution, BlueShore Financialpartnered with Magnolia Marketing Communicationsin 2017.
Cision
JUNE 25, 2015
Thieves stole more than 500 million financial records in 2014. That’s one financial record for every 14 people on earth. helps financial organizations better understand and cater to the needs of this new breed of cautious consumer.
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Agility PR Solutions
FEBRUARY 3, 2020
The post 5 elements of stakeholder-centric leadership that lead to stronger financial performance appeared first on Agility PR Solutions. At Davos this year, it was established that corporate leaders have entered a new phase of doing business—one where profit is not the only driving mission.
ZudePR
NOVEMBER 8, 2019
On 21 August 2018 I published the first book to translate the US financial independence movement to a UK context. (It’s The post Sales, Pods and Audiobooks: 14 Months On, How’s That UK Financial Independence Book Doing?
Agility PR Solutions
APRIL 22, 2019
The post Financial services continues to plummet in brand intimacy appeared first on Agility PR Solutions.
Agility PR Solutions
NOVEMBER 20, 2019
As financial services communicators prepare for the uncertain backdrop of 2020, new research from comms giant FleishmanHillard offers a look ahead to the challenges and opportunities that exist for the sector in year to come.
ReimaginePR
SEPTEMBER 8, 2016
The United States if the richest nation in the world but it ranks 14th when it comes to financial literacy! 90 per cent of teachers think that kids need financial literacy education — but they’re not getting it and most don’t feel equipped to teach it. To make your kids the most financially literate in history. The post Help us Make Your Kids the Most Financially Literate in History!!!!!
Agility PR Solutions
OCTOBER 9, 2018
The post Financial services industry loses ground in brand intimacy appeared first on Agility PR Solutions.
Cision
JUNE 30, 2016
Imagine if New York state, home of the largest stock exchange in the world and an important cultural hub in America, voted to secede from the Union. Translate that to a trans-Atlantic perspective and that’s what happened with Brexit, or Britain’s referendum from the European Union.
Agility PR Solutions
SEPTEMBER 5, 2019
Media in the financial world is far less forgiving than for other industries. The post Financial PR—what it is and why it’s so important appeared first on Agility PR Solutions. There’s only one currency, and it’s literal currency, with everyone involved determined to get their hands on it. Corporations are particularly fervent in jostling for position in the grand game of speculation. Which stocks are heading down? Which are heading up? What […].
Zignal Labs
APRIL 22, 2019
The post Summit Speaker Q&A: Allyson Hugley, Prudential Financial appeared first on Zignal Labs
Agility PR Solutions
AUGUST 7, 2018
New research from financial services consultancy BAI uncovers data on trends in marketing and customer acquisition. The post Financial services marketing trends—how do banks acquire customers today?
Sword and the Script
APRIL 24, 2018
There are many examples of how this works, but one I stumbled upon recently by a financial advisory firm looks to me to be a good illustration. Here are several financial and investment analogies and the relationship to content marketing.
Cision
JULY 24, 2015
Recent data breaches as well as increased credit card fraud have shaken consumer confidence in payment security. As U.S. credit card issuers and merchants adopt new EMV (Europay, MasterCard and Visa) chip-card technology to address certain types of fraud, some consumers are already looking ahead.
Shift Communications
SEPTEMBER 13, 2017
Financial services, as an industry umbrella term, includes personal finance, M&A, credit card related services, and robo advisors—just to name a few. What does Shadow Banking mean for a financial PR program? The Rise of Shadow Banking.
Agility PR Solutions
AUGUST 14, 2019
The post Financial services PR—how consumers’ friends and family drive awareness for firms appeared first on Agility PR Solutions. Public Relations branding
PR Daily
FEBRUARY 10, 2016
Financial Times. There are times when calling out a journalist can serve you or your brand well. Factual errors come to mind, or unwarranted attacks on one’s character.
PR Daily
JULY 11, 2016
As a financial services communicator, you face countless regulations, and the slightest misstep could cost your organization hefty fines. Financial Communicators Conference. You’ll stride out of this conference with the know-how to highlight organizational stories, build a loyal following in the financial community, and woo millennial audiences on social media.
PR Daily
NOVEMBER 29, 2018
A recent Muck Rack survey of financial journalists. As source credibility continues loom large, especially as communicators battle fake news, financial journalists won’t hold your press release or PR statements in high regard.
Maine PR Maven
AUGUST 27, 2019
Kevin Frisbie is the owner of Frisbie & Associates and is one of Maine’s top financial advisors. The post Learn How Mentoring is a Win-Win in a Financial Planning Office appeared first on | The PR Maven.
PR Daily
AUGUST 9, 2019
billion during this year’s second quarter—which, besides Kraft Heinz, General Electric and Newell Brands—is more than the remaining S&P 500 companies lost within their entire 2018 financial year reporting.
PR Daily
JANUARY 16, 2019
To that end, Muck Rack polled financial journalists to get their insights on how the media landscape is changing—and to cull a forecast of 2019. Here are highlights of the 2019 Financial Services Journalist Survey : Fifty percent of finance journalists expect to spend less time on Facebook.
wiredPRworks
APRIL 9, 2018
Wondering how social selling training for insurance agents and financial advisors really works - and how it can work for you to attract leads, convert sales and build referrals? Presented for insurance and financial advisors by Barbara Rozgonyi.
Flack Me
AUGUST 5, 2015
Company: Agora, Inc. Location: Baltimore, Maryland Industry: Not Specified Career Level: Mid Level Career (5+ yrs experience) Minimum Education: None Required Job Status: Full Time
wiredPRworks
JUNE 8, 2016
I'm excited to present LinkedIn social selling marketing strategies for financial services and insurance pros at MDRT's annual conference in Vancouver!! MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.
Stuart Bruce
JUNE 25, 2015
Reading the review of Trust Me, PR is Dead in the Financial Times my jaw dropped when I got to this line: “Recently, tour operator Thomas Cook was criticised over its handling of the death of two children during one of its holidays: it did not need to overhaul its business model, it needed better communications advice.” How can anyone seriously believe Thomas Cook doesn’t need to overhaul its business model and that simply communicating better would fix anything? That is naive. What Thomas Cook needs to do is behave more responsibly. For what it does to be framed and guided by human decency and ethics. Simply trying to fix what went wrong in this tragic case doesn’t get to the heart of why it happened in the first place. Such morally dubious behaviour can only have happened in a company where ethical behaviour isn’t baked into its corporate DNA. That’s not just communications. What Thomas Cook needs is real public relations, which is far more about what you do than what you say. Reputation is not shaped by what you say, but what you do. The good communications part is listening to better understand what you should do and then telling people what you are actually doing. The Thomas Cook fiasco demonstrated a failure of governance, not just a failure of communications. Repeat after me: “Public relations is NOT just communications. Public relations is not marketing. Public relations is the management discipline that looks after reputation, which is what you do AND what you communicate.” You can read my review of a preview copy of the print edition of Robert Phillips’ book here – Trust Me, PR is Dead – long live public relations. And more about what public relations really is here – What is PR? A definition for 2015. Marketing public relations Reputation Management
Muck Rack
NOVEMBER 15, 2018
New Muck Rack survey: Finance journalists project cybersecurity, fintech & financial reform as topics to watch in 2019
Flack Me
OCTOBER 9, 2015
Company: Landor Associates Location: San Francisco, California Industry: Not Specified Career Level: Mid Level Career (5+ yrs experience) Job Status: Full Time
Flack Me
AUGUST 24, 2015
Company: Landor Associates Location: San Francisco, California Industry: Advertising - Other Career Level: Mid Level Career (5+ yrs experience) Job Status: Full Time Salary Range: Commensurate with Experience
PR Expanded
DECEMBER 21, 2016
Video Creativity Financial Management Holiday Reading Immigration public relationsA Few Favorite Books in 2016. During the holidays you should never be too busy to step back to give thanks and to also take a little time to rest and rejuvenate.
HMA Public Relations
JANUARY 29, 2019
The post Southwest Behavioral & Health Services Promotes Michael Fett to Chief Financial and Administrative Officer appeared first on HMA Public Relations. (PHOENIX – Jan 29, 2019) – Southwest Behavioral & Health Services (SB&H), an innovative leader in behavioral health, announced that CFO Michael Fett has been promoted […].
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