If you can educate your clients about investments and wealth strategy, you can educate the public too. Media coverage can have exponential effects on your audience, prospects and credibility.

Regulators present hurdles regarding investor and public communication. Because of this, many financial firms and advisors shy away from social media, public relations, and web visibility. Those who do not shy away have an opportunity. Insurance agents, financial advisors and planners, wealth managers, or trust officers can talk to the public while staying within the letter and spirit of regulations designed for everyone’s protection.

You cannot grow your book of business on your own. The media can help.

Our founder was a Series-7 licensed financial advisor and business banker.