Lowe Group @thelowegroup.bsky.social · 29/07/2025“Reddit is in the water,” Pat Allen likes to say. This week Finfluential goes deep on just how ubiquitous Reddit is—and where it’s exerting influence. lnkd.in/dNSXanjW 010
Lowe Group @thelowegroup.bsky.social · 24/07/2025Is anyone out there working on becoming the "Trump account" guru? @rocktheboatmktg.bsky.social does some speculating on what it would take, in the latest Finfluential post. bit.ly/46WKCNW 020
Lowe Group @thelowegroup.bsky.social · 23/07/2025There’s the kind of financial PR that involves posting press releases and gatekeeping media requests. Then there’s the other kind of PR that’s strategic—market introductions, changing the narrative, M&A @jodylowepr.bsky.social wrote about the 2nd kind. www.advisorperspectives.com/articles/202... 010
Lowe Group @thelowegroup.bsky.social · 17/07/2025Meet Brent Sullivan, the “one-man shop” who provided much-needed context to the direct indexing space. Our first Finfluential Q&A: bit.ly/4eXbm2Pbit.lyHow Brent Sullivan became the go-to tax manThe motto of the independent analyst who endeavored to explain direct indexing to the industry: Give it all—content, tools, everything—away! 000
Lowe Group @thelowegroup.bsky.social · 16/07/2025We launched a Substack newsletter today—Finfluential. It’s our way of getting a handle on all the new influences that are out there worth paying attention to, and ideally early. The back story on the Lowe Group blog: bit.ly/40ZuIP0 finfluential.substack.comfinfluential.substack.comFinfluential | Pat Allen | SubstackWho's breaking out in the investment industry? We're influence-spotting. Click to read Finfluential, a Substack publication. 000
Reposted by Lowe GroupPat Allen @rocktheboatmktg.bsky.social · 03/04/2025#econsky at its best this week. See this guide from @aaronsojourner.org for starter packs and lists. #tariffs 043
Lowe Group @thelowegroup.bsky.social · 02/04/2025How much does AI search know—and get right about investment firms and their products? Pat Allen goes deep in the latest Lowe Group blog post. lowecom.com/insights/blo...lowecom.comThe specific considerations for investment brands in AI search | Lowe GroupPR efforts to date should benefit the brand, but LLMs are struggling reading many mutual fund, ETF product pages. 111
Lowe Group @thelowegroup.bsky.social · 26/03/2025First-timer at Future Proof, @jodylowepr.bsky.social really liked how the event helped attendees, sponsors and the media make connections. bit.ly/3QOOAiAbit.lyFuture Proof Citywide: A refreshing, productive event | Lowe GroupThe highlight of the upstart conference: one-on-one meetings that facilitate connection between advisors and other participants. 000
Lowe Group @thelowegroup.bsky.social · 20/03/2025The news is giving lots to talk about--and investment podcasters are making the most of it. Check out the 8 shows we've just added to our insider's list of investment podcasts. 116 and counting! lowecom.com/insights/blo... 000
Lowe Group @thelowegroup.bsky.social · 13/03/2025Financial advisors, hoping to score some media mentions? Check out these pointers from @jodylowepr.bsky.social bit.ly/41Re6bQbit.lyPR tips for financial advisors: How to secure earned media coverage | Lowe GroupReporters like to quote smart financial advisors who can help them navigate personal finance topics. 010
Lowe Group @thelowegroup.bsky.social · 04/03/2025Interviews by email are not always a good idea, says @jodylowepr.bsky.social in this week's Lowe Group blog post. Making a bigger investment in time and connection leads to richer, more engaged interviews. bit.ly/3QIMMaDbit.lyInterviews by email? Not always a good idea | Lowe GroupMaking a bigger investment in time and connection leads to richer, more engaged interviews. 011
Lowe Group @thelowegroup.bsky.social · 27/02/2025The introduction of ETFs as a product line requires asset management marketers to speak more directly to the retail investor than ever before. @rocktheboatmktg.bsky.social comments in today’s Lowe Group post. bit.ly/41h5KKjbit.lyETFs adoption by retail investors accelerates fund marketing’s rotation to B2C | Lowe GroupAsset management websites, in particular, increasingly serve professional and retail investors. 011
Lowe Group @thelowegroup.bsky.social · 25/02/2025Active #ETFs were the focus at last week's CFA Society of Chicago discussion. The panel featured Ben Johnson, CFA as moderator and Rob Harvey, Michelle Mikos, Alisa Maute and Robert J. Marrocco. Check out @jodylowepr.bsky.social and @rocktheboatmktg.bsky.social's takeaways: bit.ly/438RzJRbit.lyHome offices’ growing interest in active ETFs | Lowe GroupCFA Society of Chicago/Women in ETFs panel discussion provides an update on national account gatekeeper due diligence 011
Lowe Group @thelowegroup.bsky.social · 19/02/2025Need some inspiration for drafting tax-related content this season? Ben Bishop has you covered in this week's LoweDown blog post. bit.ly/4326UMvbit.lyA little inspiration for writing about investor tax topics | Lowe GroupDon't let uncertainty keep you from communicating. Preview changes in something you write ahead—and then be quick to comment when more is known. 010
Lowe Group @thelowegroup.bsky.social · 12/02/2025The ink is barely dry on 2025 market and economic forecasts and, in many cases, they need to be revised or updated. Read what @jodylowepr.bsky.social says about how to leverage what you have—and the opportunity to get added engagement with your updates. bit.ly/4hAWuaSbit.lyUh-oh, your 2025 market outlook’s already out of date | Lowe GroupUpdates, revisions, interim commentaries—all offer additional opportunity to advance your perspective and drive engagement. 021
Lowe Group @thelowegroup.bsky.social · 05/02/2025The news has been serving up daily reminders of why it makes sense to anticipate and prepare for crisis communications. In our latest Lowe Group post, @jodylowepr.bsky.social elaborates on what's in a crisis toolkit. bit.ly/3WQc8qJbit.lyThe crisis communications toolkit for investment firms | Lowe GroupWhether it's the death of a founder or key exec, a regulatory lapse, a fraud or financial crime, a data breach or workplace violence, you need to be prepared. 012
Reposted by Lowe GroupPat Allen @rocktheboatmktg.bsky.social · 05/02/2025Yay! Great enhancement from Feedly to be able to read Bluesky in the feed reader. Game changer! 032
Lowe Group @thelowegroup.bsky.social · 29/01/2025Cheers to the global leaders for posting their vertical videos from Davos. Everyone will be doing it in 2025, @rocktheboatmktg.bsky.social says. bit.ly/4jCzrOnbit.lyVertical videos from Davos confirm the 2025 trend | Lowe GroupGlobal leaders show the way by posting quick, mostly improvised updates to LinkedIn, where video engagement is high and rising. 010
Lowe Group @thelowegroup.bsky.social · 22/01/2025ETF issuers, follow these suggestions from @jodylowepr.bsky.social Lowepr.bsky.social to raise assets to achieve viability. bit.ly/4gYTsNobit.lyETF issuers, what’s your strategy to reach $100 million? | Lowe GroupFollow these suggestions from Jody Lowe to raise the minimum AUM to achieve viability. 011
Lowe Group @thelowegroup.bsky.social · 14/01/2025 When looking for a financial PR/digital strategy partner, you need to do your due diligence. We’ve just redesigned our website to help asset managers, ETF issuers, wealth managers with that. bit.ly/4fWn7p1 010
Lowe Group @thelowegroup.bsky.social · 08/01/2025The investment industry has long worked with influencers—and to the industry's benefit. Today's generation offers more opportunities, writes @jodylowepr.bsky.social in this week's post. bit.ly/4h77Y5ybit.lyWhy you can’t let Compliance ban influencer partnerships - Lowe GroupThere 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 ... 011
Lowe Group @thelowegroup.bsky.social · 02/01/2025@jodylowepr.bsky.social is back with her annual list of book recommendations for investment communication pros. lowecom.com/2025/01/02/2... #TheLoweDown #FinancialPR #InvestmentCommunications 011
Lowe Group @thelowegroup.bsky.social · 18/12/2024We're ringing out the year (last post of 2024) with one more take on Bluesky. Pat Allen provides an update, recommends some apps, and overall enthuses about her new favorite social platform. lowecom.com/2024/12/17/b... #TheLoweDown #FinancialPR #DigitalMarketinglowecom.comBluesky-curious? [December 2024 update] - Lowe GroupWe’re realistic about the amount of interest any blog post published on December 18 could hope to attract. Nothing we have to say can compete with visions of sugarplums. Hope springs eternal, thoug... 010
Lowe Group @thelowegroup.bsky.social · 13/12/2024In honor of Praxis Mutual Funds Ugly Sweater Day, our office wore our best ugly sweaters. Praxis will donate $1,000 (up to $5,000 total) to WNC Strong and MountainBizWorks for every 100 likes on one of its Ugly Sweater posts or posts using the #GetUgly4Good hashtag. 020
Lowe Group @thelowegroup.bsky.social · 11/12/2024Of course, you should celebrate!🎉 As Benjamin Bishop writes, some anniversaries and AUM hurdles are news that should be shared. lowecom.com/2024/12/11/l... #TheLoweDown #FinancialPR #FundMilestoneslowecom.comHow to leverage the news value of fund milestones - Lowe GroupIs a fund anniversary or asset level milestone newsworthy? Often it is. More than just a self-serving update 021
Lowe Group @thelowegroup.bsky.social · 10/12/2024@jodylowepr.bsky.social Lowe and Greg Joslyn are ready to greet the media at the Allspring Global Investments 2025 Outlook Media Luncheon today in Manhattan. #assetmanagement 020
Lowe Group @thelowegroup.bsky.social · 06/12/2024We had a great evening sponsoring the Milwaukee Press Club's Meet the Media event! It was a fantastic opportunity to connect with our #MKE press community & meet some new faces. Lowe Group's own Greg Joslyn even got to showcase his mixology skills during his “celebrity bartending” shift. 🎉 021
Lowe Group @thelowegroup.bsky.social · 04/12/2024Hey new Bluesky friends, how do you react when your firm makes news—but for all the wrong reasons? Here are some ideas on how to rebuild your reputation from @jodylowepr.bsky.social: lnkd.in/gK3DDx6K #TheLoweDown #FinancialPR #CrisisCommunications 021
Lowe Group @thelowegroup.bsky.social · 03/12/2024Looking for some recommendations on who to follow on Bluesky? Try our starter pack of investment media reporters and editors! Should you be on the list? Let us know, we're happy to see this network grow. #finsky #fintwit go.bsky.app/JhdvpfH 033