Every great communication starts with heart and voice

Whether you're leading a company, launching a business, changing careers or stepping into a bigger role, you need to be able to clearly explain who you are, what you do and why it matters. For more than 25 years, I've developed communications strategies for financial...

Building Consistent Messaging That Sticks

The investment management space is crowded. Complicated. Changing constantly. It’s easy to get lost. That’s why consistent messaging is essential for your brand. Investors, advisors and the media notice when your website, articles, presentations and social posts all...

It’s personal

Working with nonprofits is personal for me. For more than a decade, I’ve volunteered with organizations ranging from refugee resettlement programs to Women’s Empowerment International, where I served on the board helping women access microfinance loans and start small...

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Let’s talk about your communications plan.

An effective communications plan has multiple components, is strategically thought out and integrated across channels. At its core is a story with a clear message. To quote Simon Sinek, “For a megaphone to work, clarity must come first.” In other words, before you start your communications plan, it’s important to do some work up front, and get...

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Look! Shiny new marketing tactic!

Building an integrated communications plan vs. chasing short-lived, myopic tactics. Too often, marketing and communications strategy and planning is lost on the pursuit of quick results from shiny, new marketing tactics. There are two general categories of such “shiny new marketing tactics." The first trap is generally set when a new sales...

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How to get in the virtual door

So Covid-19 has grounded your sales teams, and who knows for how long? While working from home has become a norm and Zoom has become the go-to for “personal” interactions, it just doesn’t replace face-to-face sales meetings. Many sales teams that once thrived on meeting their clients in person are struggling. Getting through that virtual door can...

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Communicating Amid the Covid-19 Crisis

How and when to communicate during the Covid-19 crisis should be based on the answers to a few simple questions. What is your company doing that is either necessary to keep your people and clients safe, or that is helpful and makes you a trusted resource amid the crisis? How will you help minimize the negative impact of the crisis for your...

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Messaging for all market environments

As speculation regarding the potential end of the bull market increases, many managers may find themselves unprepared for how and what to communicate to clients when the bear eventually emerges (and eventually, it will). Yet managers who provide a steady stream of communication with sound, strategic messages in both up and down markets—and up and...

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A Simple Formula for Investment Management Content Marketing

Let’s face it…content marketing is nothing new. It’s simply the sharing of materials—articles, blogs, social media posts, videos and infographics—online in a manner intended to be informational, rather than explicitly promotional. It’s meant to establish familiarity and trust with the sender. Why is content marketing so important for investment...

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