Jody Lowe

Milwaukee

President and Founder at LoweDown Blog

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Articles

Future Proof Citywide: A refreshing, productive event | Lowe Group

4 weeks ago | lowecom.com | Jody Lowe

Key takeaways:More than 2,500 advisors attended the event on the beach The innovative “breakthru” meetings connected attendees, sponsors, othersRobust media attendance adds additional opportunities to network Last week I attended Future Proof Citywide, the upstart conference on the beach, literally, in Miami. It was my first Future Proof conference, and I found the experience refreshing. The event's disruptive approach to advisor gatherings brings a lot to the table.
PR tips for financial advisors: How to secure earned media coverage | Lowe Group

1 month ago | lowecom.com | Jody Lowe

Key takeaways:Earned media is a powerful way for advisors to elevate their brands and grow their businesses. When undertaking a PR effort, be sure to craft messaging to reflect the types of clients served and what makes a practice different from other advisors. Media welcome insights from CFP and advisors. Consider media training to make the most of interview opportunities.
Uh-oh, your 2025 market outlook’s already out of date

2 months ago | lowecom.com | Jody Lowe

Key takeaways: The markets have reacted to the unprecedented wave of policy actions from the new Trump administration Some asset managers have already moved to provide updates to their market outlooks With no historical precedent, many feel compelled to pivot and update their strategy and can build goodwill in the process of staying in front of investors We are about six weeks into 2025 and investment outlooks already need to be updated! Most of our clients spend significant time and a...
The crisis communications toolkit for investment firms

2 months ago | lowecom.com | Jody Lowe

Key takeawaysHow you communicate in a crisis is critical to reputation managementThe stakes for financial firms can be high given the critical need for public trustThe crisis communications toolkit is a standard protocol that can be applied to a variety of situations to help firms navigate through an acute challenge with their reputation intactI’ve been thinking about crisis communications lately. It’s hard not to.
ETF issuers, what’s your strategy to reach $100 million? | Lowe Group

Jan 22, 2025 | lowecom.com | Jody Lowe

Key takeaways: Active ETFs are gaining ground on passive ETFs, but many ETFs today fall short of the $100 million AUM thresholdIn a crowded space, ETF issuers need to take steps to stand out in order to grow assetsBefore launching, issuers need a concrete plan to reach $100 millionLast year was yet another record year for ETFs. They attracted $1.1 trillion in flows and issuers introduced a record 700 new products.
Give in order to get: Leveraging expertise for PR and brand-building

Jan 13, 2025 | lowecom.com | Jody Lowe

The bounty of election-related commentary and analysis produced this election cycle by asset managers and financial advisors illustrates a winning approach to public relations that can be practiced year-round. Sometimes called “authority marketing,” demonstrating one’s expertise by sharing what you know can help to build your reputation and ultimately lead to business opportunity.
Our 2025 book recommendations for investment communications pros

Jan 13, 2025 | lowecom.com | Jody Lowe

Fresh from the holiday break, it’s time for my annual book recommendations. I have a love/hate relationship with books. While I spend considerable time outside of work buried in them—sometimes relaxing and other times learning—I often wonder how much more I might have accomplished had I spent less time reading! I also question whether books are becoming anachronistic. Should I be immersing myself in ChatGPT or Perplexity instead?
Take off your glasses to see what’s ahead: Schwab Impact 2024

Jan 13, 2025 | lowecom.com | Jody Lowe

This week Jody was on site at one of the investment industry’s most important conferences of the year. As she did for the 2023 Schwab IMPACT conference, she filed two reports—below in reverse chronological order—in between meetings with the media, conference sessions and Exhibit Hall browsing. At the end of a long ThursdayAn atmospheric river cancelled or caused extreme delays for many of us as we attempted to return home from IMPACT, held this year in San Francisco.
Negative media coverage: how to respond

Jan 13, 2025 | lowecom.com | Jody Lowe

Oh shoot (or more likely an expletive). Nothing worse than getting an unexpected alert with your company name connected to unflattering news posted to Bloomberg, CNBC or another financial network Though we hope some stories don’t make headlines, the media loves to report on corporate lawsuits and regulatory matters. Financial industry trades quickly pick up on news of a key executive leaving to join a competitor.
Why you can’t let Compliance ban influencer partnerships

Jan 13, 2025 | lowecom.com | Jody Lowe

There has been a steady stream of FINRA settlements by financial firms related to their engagement with so-called “finfluencers.” The most recent firm to face a penalty was MooMoo, a New Jersey-based subsidiary of a Chinese financial firm, for paying 400 people with social media followings to promote the firm. We’ve written before about the growing role of “finfluencers” and the fact that, like any other paid advertising and promotion, these paid engagements must be disclosed.