by Jason Lahita | Aug 20, 2026 | Artificial Intelligence, client engagement, financial marketing, financial services, Generative Engine Optimization, PR professionals
As a service provider to financial companies, we are frequently grilled by prospective clients. The intensity of the Q&A varies, and we’ve received almost every conceivable question. A guy once asked me if I would just speak to the media as if I were him (no)....
by Tommy Warburton | May 5, 2026 | Artificial Intelligence, client engagement, Code of Ethics, creative content, Ethical Standards, financial marketing, financial services
“Your network is your net worth” may sound cliché, but it holds up — especially now. We are living through one of the most significant technological shifts of our lifetimes. Wealth and asset management firms are racing to adopt AI. To outline a few use cases, they’re...
by Jill Casey Pintor | Feb 12, 2026 | Artificial Intelligence, financial marketing, financial services, Generative Engine Optimization, PR professionals, Uncategorized
We hate to see it happen so close to Valentine’s Day; however, it appears that some brands’ long-time affinity for SEO (Search Engine Optimization) could be cooling off. What started as curiosity — typing a question into ChatGPT “just to try it” — has grown into...
by Jill Casey Pintor | Nov 19, 2025 | client engagement, Code of Ethics, creative content, Ethical Standards, financial marketing, PR professionals
Ask an average person to describe a public relations (PR) practitioner, and their reply might include the term “spin doctor.” Early in my career, I held that same misconception; however, as I learned more about the industry’s core values, it became clear that ethical...
by Elena Krasnow | Jul 31, 2025 | client engagement, creative content, financial marketing, video marketing
Public relations (PR) is a contact sport, and the importance of making each play as effective as possible cannot be overstated. For financial firms, including registered investment advisors (RIAs), insurance companies, asset managers, and others, the ability to...
by Charles Barrett | Jul 10, 2025 | creative content, financial marketing, video marketing
Let’s face it: the financial services industry doesn’t exactly capture the public imagination in the same way that some sectors do – unless we’re talking scandal-driven dramatizations à la The Wolf of Wall Street and The Big Short. For many, the industry is still...
