Build your public relations strategy with these tools

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

Take action

Talk to your Schwab representative for tips. If you're thinking about becoming an independent advisor, contact us to learn more about the benefits of a custodial relationship with Schwab.

Don't try and boil the ocean—stay focused and prioritize resources on areas that make the most sense for your firm.

Susan Forman, SVP, Institutional Marketing

Related resources

Related resources

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    Read our Compliance Review white paper about what to consider when posting on social media.

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Schwab does not provide legal, tax, or compliance advice.