Updated Friday, May 24, 2013 as of 5:25 AM ET

Creating Buzz with a Book or Big Community Event

Marie Swift
July 25, 2011

Ever wonder how much it might cost to properly promote a book or one big initiative? Given the importance of either scenario, you may decide it makes sense to work with a PR firm. You have a lot at stake and should make the most of things.

Answers to Advisors' Biggest PR Questions

Marie Swift
July 18, 2011

Since financial advice is a trust-based business, PR should play an important part of every advisor’s marketing plan. Having a good number of media mentions that show your professional character and business philosophy can really make a difference in how people perceive you and your potential value to them.

Advisors Can Benefit From Proactive Public Relations

Marie Swift
July 11, 2011

Financial advisors who position themselves well by be being frequently seen in the public eye -- either in print, on TV, on the radio or writing online columns likes this one -- can build the perception that they're professionals who can be trusted.

Get Exposed: A Primer on PR – Part Two

Marie Swift
July 5, 2011

Everyone knows that publicity is wonderful when you can get it. But far too many advisors think there is some sort of magic needed to get their name in print or to be interviewed on television or radio.

Seven Great Things to Add to Your Client Communications Tool Belt

Marie Swift
May 23, 2011

In the May issue of Financial Planning magazine, I discussed how client perceptions may have changed over the past three years. I use the term Client 2.0 to describe this more-cautious and aware buyer, and offered thoughts on how you can better connect using an evolved Client Communications 2.0 plan. I spoke with several smart, accomplished advisors and industry consultants such as Ed Jacobson, Steve Saenz, Carol Anderson and Amy Mullen to hear their comments.…

Connecting with Clients in a Wired World

Marie Swift
May 16, 2011

Nine Tips to help you build relationships using new media and good old fashioned communicationma

The Eyes Have It

Marie Swift
May 2, 2011

How to use visuals and page formatting to help people understand and absorb your messages

Using the Right Words and Tone to Connect with People

Marie Swift
April 25, 2011

When you start putting pen to paper (or fingers to keyboard), think carefully about the words and the style you use. Every communication is an opportunity to reinforce your positioning, market your firm and your build your brand. Sometimes, dear mild-mannered financial planners, it’s okay to be bold – and even a bit (gulp!) bossy. It’s a noisy world out there. Your ads, flyers and other marketing promotions must stand out and grab attention. …

Writing Successful Marketing Communications

Marie Swift
April 18, 2011

Every communication is an opportunity to reinforce your positioning, market your firm and your build your brand. Yes, you really are marketing, whether you think so or not. Might as well do it right.

How to Write Compelling Content for the Web

Marie Swift
April 11, 2011

Blogs, LinkedIn, Twitter? You’ll need a different writing style to succeed online.

How Advisors Can Break Up Writer’s Block

Marie Swift
April 4, 2011

If you’ve tried all my tricks, and you still can't write that newsletter article or magazine column, here’s help.

How to Write Compelling Content in Half the Time

Marie Swift
March 28, 2011

Advisors must be good writers. Here's a blueprint for success.

How Can Advisors Use Client-Centered Communications to Build a Better Business?

Marie Swift
March 21, 2011

By following six simple steps, advisors can improve their writing and marketing communications.


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