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[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_button button_text=”Get The Gist” button_alignment=”right” _builder_version=”4.16″ custom_button=”on” button_text_size=”14px” button_text_color=”#FFFFFF” button_bg_color=”#f37835″ button_border_width=”0px” button_border_radius=”0px” button_letter_spacing=”5px” button_font=”|700||on|||||” background_layout=”dark” custom_margin=”9px||||false|false” custom_padding=”20px|30px|20px|30px|true|true” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Blog” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” background_color=”RGBA(0,0,0,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”1%|2%|1%|2%|false|false” global_colors_info=”{}”][et_pb_image _builder_version=”4.16″ _module_preset=”default” background_color=”#28bcba” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}”][et_pb_heading title=”Frequently Asked Questions” _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_heading][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.27.7″ _module_preset=”default” custom_padding=”0px|||||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.7″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n
What does a financial communications firm do?<\/strong><\/p>\n A financial communications firm helps investment managers, banks, broker-dealers and registered investment advisors explain what they do and why it matters to clients and prospects. A.Z. Communications specializes in financial communications, translating complex investment strategies into clear messaging through branding, public and media relations, content, media training, and crisis communications \u2014 so financial firms can build credibility with investors, advisors, and journalists.<\/p>\n What’s the difference between a financial PR firm and a general PR agency?<\/strong><\/p>\n A general PR agency covers a broad range of industries, while a financial PR firm focuses specifically on the language, audiences and regulatory environment unique to asset managers, banks, RIAs, and broker-dealers. A.Z. Communications works exclusively with financial and professional service organizations, which means messaging is built around investor trust, product differentiation, and compliance-aware communication from the start.<\/p>\n Why do asset managers and RIAs need specialized communications support instead of a generalist marketing firm?<\/strong><\/p>\n Financial firms face challenges that generalist marketers rarely handle well: explaining complex investment strategies in plain language, differentiating similar-sounding products, and maintaining credibility with both investors and regulators. A.Z. Communications has spent more than 25 years working specifically within financial communications, so recommendations account for how advisors, institutional investors, and financial media actually evaluate a firm.<\/p>\n How do I choose a communications or PR firm for an asset management company?<\/strong><\/p>\n Look for a firm with direct experience in financial services, not just marketing in general. Key questions to ask any prospective firm: Have they worked with asset managers, RIAs, or broker-dealers before? Do they understand compliance considerations? A.Z. Communications has worked with firms ranging from ETF strategists to banks, and builds each engagement, from a single brand audit to an ongoing retainer, around the client’s specific stage and goals.<\/p>\n What services does A.Z. Communications offer?<\/strong><\/p>\n A.Z. Communications offers core service areas for financial and professional service firms:<\/strong><\/p>\n Services are available as one-time packages or ongoing retainers.<\/p>\n What types of clients does A.Z. Communications work with?<\/strong><\/p>\n A.Z. Communications works primarily with asset managers, mutual fund and ETF providers, <\/strong>broker-dealers, banks, and RIAs, along with professional service organizations and nonprofits that need clear, credible messaging. Past and current clients include firms such as Bank of America, Brandes Investment Partners, LPL Financial, and TD, among others.<\/p>\n Can A.Z. Communications help launch a new financial product or rebrand an existing firm?<\/strong><\/p>\n Yes. Product launches and rebrands are core to the firm’s work. For example, A.Z. Communications helped consolidate a mismatched set of marketing materials into one consistent brand, starting with a brand audit, then building a brand book, new website, pitch book, and ongoing communications strategy. In another engagement, the firm helped a 20-year-old investment manager reposition its messaging as it shifted from serving high-net-worth retail clients to serving other advisory firms with its new ETF product.<\/p>\n How much does financial communications consulting typically cost?<\/strong><\/p>\n Pricing depends on scope \u2014 a single brand audit is priced differently than an ongoing retainer covering PR, content, and marketing support. A.Z. Communications structures engagements around what a firm actually needs, whether that’s a one-time project or a fractional communications officer-type role.<\/p>\n Should a financial firm build an in-house marketing team or hire an outside communications agency?<\/strong><\/p>\n Many financial firms, especially those without an internal marketing department, benefit from working with a specialized outside consultant who already understands the industry’s language and audiences. A.Z. Communications often works alongside a client’s existing internal team, or serves as an outsourced option, rather than requiring a firm to choose one or the other.<\/p>\n Who founded A.Z. Communications, and what’s their background?<\/strong><\/p>\n Amy Zimmerman founded A.Z. Communications in 2007. She has more than 25 years of communications and public relations experience. Before starting her own agency, she worked in account management at a communications firm, as a financial writer and in PR for San Diego\u2013based investment firms and broker-dealers, as a publications manager for a biotech company, and as a content editor for an internet startup. She holds a Bachelor of Arts from Fordham University and is based in San Diego.<\/p>\n Where is A.Z. Communications located, and does it work with clients nationally?<\/strong><\/p>\n A.Z. Communications is based in San Diego, California, and works with financial services clients across the country, including asset managers, banks, broker-dealers and RIAs outside the San Diego area.<\/p>\n\n