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...

What does a financial communications firm do?

Working with an outside communications agency or consultant can help your firm better tell your story. If your prospects and clients don’t know about you or understand what you do or how you do it, then they aren’t likely to use your products or services. That’s where...

If a tree falls in the woods…

What if a tree falls in the woods and people are there and hear it, but it falls on something else that makes a strange, loud noise? The media subsequently reports that something really bad happened in the woods, when really all that happened was a tree fell and did...

Get the GIST of what’s happening with A.Z. Communications, our clients and what we could be doing to help you build your business.

Is it time to change your asset growth strategy?

Re-evaluating your asset management firm’s marketing strategy Many asset management firms today, particularly those that have undergone periods of fast growth or change, are finding that their marketing efforts lack context and a common message. Friction may be apparent between sales, marketing and portfolio management teams, or the brand may not...

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What makes financial marketing successful?

As a product or service provider, it’s part of your job to educate your client base about what makes your product or service different and how it can solve a problem or meet a need. Yet so many providers fail to clearly communicate in a manner that their clients clearly understand. The investment management and financial advisory industries are...

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What’s a brand audit?

A brand audit is an evaluation of everything that makes up a firm's identity and the impression it leaves. It's a close look at the firm's look and feel, messages, voice, marketing materials and online presence. Determining how your brand is being perceived in the marketplace and by your clients is an important step toward improving your...

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Signs your firm needs a rebrand

With the speed of communication today, perceptions are created quickly. Taking the time to create the perception you define in a well-thought-out brand can be an invaluable investment in your firm. Your brand defines your firm's personality, and serves as the foundation of all your marketing strategy and communication. Following are some signs...

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What are you saying?

Words matter. Impressions last. With the lightning-speed of today's communications, it can make a difference to take a step back and think about what and how your firm communicates to your clients and prospects. Often we find that RIA firms and investment product management teams are surprised by the unintentional messages they and their teams...

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Why are you in business?

The simple answer to one question, "Why are you in business," can be used to start building the foundation of an authentic and meaningful brand, and subsequently all your marketing communications efforts. Perhaps the reason you are in business is "to help people retire," or "to support and invest in environmentally friendly companies," or "to...

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