LoweDown Blog

Lowe Group was established in 2003 to assist financial services companies in connecting with their target audiences—both directly and through media channels—using impactful and engaging communication strategies. Our mission is to help clients promote awareness of their products, services, leadership, and noteworthy initiatives. Our team comprises seasoned professionals from the financial sector, including investment management firms, hedge funds, and financial journalism. We leverage this expertise to deliver positive outcomes for our clients. We take the time to understand each client's business and industry, providing insightful guidance based on our extensive experience. Our approach is adaptable and responsive, making us a valuable extension of our clients' teams. We take pride in offering strategic advice in a complex and ever-changing industry that affects everyone. We relish the challenge of helping clients share their stories, increase visibility, and establish and uphold their credibility.

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Earned media: The PR workhorse of visibility for ETFs, other investment products and services | Lowe Group

2 days ago | lowecom.com | Jody Lowe

Key takeaways: Earned media includes coverage or attention your firm gets that is not paid Research shows earned media is viewed as more credible than paid activities Earned media has important synergies with other marketing activities Recently, while listening to a podcast about ETF launch marketing strategies, an expert extolled the value of earned media as one of the most important strategies for growing ETF assets.
How to hire the right financial PR firm: 7 critical questions for asset managers to ask

3 weeks ago | lowecom.com | Jody Lowe

Key takeaways: Choosing a financial PR firm can be a significant investment in both time and money. Asking these questions can help you select a partner with experience working with firms like yours. Make sure the firms you are considering can demonstrate industry experience. What matters most when selecting a financial PR firm? It's not awards. As tempting as it may be to use award-winning work to substitute for the due diligence of thoughtful agency review, we'd urge you not to.
AI tools for financial PR, digital marketing: 5 takeaways from Office Hours

1 month ago | lowecom.com | Jody Lowe

Key takeaways:Financial PR and marketing pros shared how they are using AI tools in their work. These powerful tools can synthesize data quickly and save time. Even reluctant adopters may find the tools can help with mundane tasks. Yesterday we hosted another of our Office Hours series. The concept is to invite our community of PR and digital marketing pros to “drop in” to discuss a current topic on everyone’s minds. This week’s topic: AI. We approach Office Hours as an idea exchange.
AI is changing financial PR…for the better | Lowe Group

1 month ago | lowecom.com | Jody Lowe

Key takeaways:AI tools make it easier to match your pitch to the right reporter. AI can help create custom pitches and refine pitching strategy. These tools can help evaluate coverage and streamline reporting. Every few months, Lowe Group holds what we call “Office Hours,” an open call for financial PR and digital marketing professionals to show up and discuss a topic affecting our work.
Smaller podcasts can offer just as much value

2 months ago | lowecom.com | Jody Lowe

Key takeaways:There are a growing number of niche financial podcasts looking for guests. Guesting on a podcast can help elevate awareness, address current topics and establish authority. Make the most of every appearance to increase the impact. Recently I heard my spin instructor Sara share with the class that she was a first-time guest on a podcast. Which podcast?, I asked. “Oh, it’s a podcast on platform tennis.
Commenting on today’s volatility takes courage | Lowe Group

2 months ago | lowecom.com | Jody Lowe

Key takeaways:Fast breaking news can require quick pivots. Given the uncertainty, it’s acceptable to admit you don’t know. Media opportunities provide the occasion to educate, elevate awareness. The goal, as investment communications pros know, is to build trust, maintain relevance, and help guide clients through uncertainty. But when policy and markets make wide shifts from day to day—even hour to hour—what you say one moment can immediately become irrelevant the next.
Future Proof Citywide: A refreshing, productive event | Lowe Group

Mar 26, 2025 | 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

Mar 13, 2025 | 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.
A little inspiration for writing about investor tax topics

Feb 19, 2025 | lowecom.com | Ben Bishop

Key takeaways:Test your tax content by asking whether it’s timely, applied and connected to what your audience already knows about youYou can apply this way of thinking even when much is uncertainLook for opportunities to preview change then be quick to comment on it when it transpiresThere’s so much happening in government right now that even something as big as the renewal or sunsetting of the 2017 tax cuts isn’t getting a ton of attention.
Uh-oh, your 2025 market outlook’s already out of date

Feb 12, 2025 | 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...