Advisor Services

To expand the menu panel use the down arrow key. Use Tab to navigate through submenu items.

MARKETING FOR FINANCIAL ADVISORS

Member for

1 year
Schwab ID
A084740
Submitted by chris.troutman on Mon, 10/09/2017 - 17:43
MARKETING FOR FINANCIAL ADVISORS

Use public relations to support your business goals and help boost awareness of your brand


Download the toolkit
Message map

Public relations (PR) can be an excellent way to increase the credibility of yourself and your firm among clients, prospects and community. It's about building relationships with the people who can provide third-party credibility. Financial advisors with successful PR strategies are skilled at developing and delivering compelling stories that will appeal to readers of their target media. What's more, these advisors know how to position their message so that readers care about their point of view on any number of topics.

This toolkit provides you with guidance, tips and samples to support your PR strategy:

  • Create a PR plan (define goals, audience, roles, channels, metrics)
  • Craft compelling story ideas and a message map
  • Understand best practices for pitches, news releases, media alerts, and bylines
  • Master media interviews

Take action

Schwab Advisor Services™ can refer you to third-party marketing professionals who have experience working with RIA firms. Talk to your Relationship Manager or a local Schwab representative for more information.