MARKETING FOR FINANCIAL ADVISORS
Use public relations to support your business goals and help boost awareness of your brand
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
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.