About Jody Lowe

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So far Jody Lowe has created 52 blog entries.

The easy day was yesterday—Schwab Impact 2023

Schwab Impact correspondent Jody Lowe Schwab Impact, the annual conference for registered investment advisors, just completed its 3-day run in Philadelphia. Schwab estimated more than 5,000 attended, including 2,500 advisors. I’ve attended Schwab Impact on and off for many years. The event seemed bigger than I’ve ever seen it. The necessary walk through the massive exhibit hall to [...]

By |2024-03-03T16:09:39-06:0010/27/2023|

On compliance and media interviews: How a well written media policy helps investment firms avoid pitfalls

If you’ve read beyond the headline of this post, thanks for sticking with it. We’ll try not to cause undue stress with a compliance topic. But it’s an essential topic: Having a solid compliance-approved media policy is critical to any investment-related public relations program. For some firms the policy may be as simple as “no one talks to the [...]

By |2024-03-03T14:08:51-06:0009/13/2023|

Taking your thought leadership on the road—and making the most of it

In just a few weeks, several of the major financial industry conferences are scheduled including FutureProof and Schwab Impact among others. Whether you are participating, exhibiting or speaking, conferences are a key part of most of our clients' outreach plans and for many, there is a special focus on speaking.    Getting on stage at these marquee events is often a [...]

By |2024-03-03T14:09:06-06:0009/07/2023|

What to wear on TV? Make choices you won’t regret

“Do I really need to wear a tie on CNBC?”  Yes! Well, it depends.  “Can I wear my favorite neon-colored shirt?”  No! Really not a good idea.   “Do I need to wear pants?”  Not answering that.   Over the years we’ve provided numerous tips to portfolio managers and strategists fortunate enough to be interviewed on TV. Truthfully, since the pandemic, [...]

By |2024-03-03T14:23:48-06:0007/27/2023|

Dive-bombed by negative news coverage? How to recover and move forward

As a recreational runner, I’ve had a lifelong fear of red-winged blackbirds. I’ve been divebombed numerous times seemingly out of the blue when a protectant mama bird sees me approaching. Screaming, gesturing wildly and throwing rocks in my defense as I stumble away traumatized, I wonder “what did I do to deserve this?”  If you, your product or your [...]

By |2024-03-03T14:26:09-06:0007/05/2023|

The best strategy for your new PR career? Say yes!

A note about this series: There comes a time in every professional’s life when you want to impart what you’ve learned to those coming up behind you. Fortunately, that’s part of our job description at the Lowe Group—we train financial communicators! Today we begin a series of posts welcoming those fresh college graduates fortunate enough to score a job [...]

By |2023-07-10T13:58:42-05:0005/31/2023|

AI: So much for PR, digital marketers to think about

I’ve got artificial intelligence (AI) on my mind. And it’s no surprise, given daily headlines related to AI innovations and implications.   Our team gathered last week for one of our occasional “Lunch ‘n Learns” on the topic of ChatGPT, Large Language Models and AI. My colleagues Ben Bishop and Pat Allen shared a firehose of information on some of [...]

By |2023-07-10T13:59:36-05:0005/15/2023|

Introducing our insider’s list of recommended investment podcasts

Today we’re excited to share our recommendations of podcasts for those working in the investment industry in the broad roles of managing money, providing investment advice, or providing or using financial technology. The Lowe Group Insider’s List of Investment Podcasts has been many years—and many ears—in the making. Others have preceded us with their own “best investing” or “best [...]

By |2023-05-16T09:31:46-05:0004/25/2023|

Not dead yet: Legacy planning to prepare for the expected–and sometimes unexpected–death of a key leader

The TV series Not Dead Yet features a journalist turned obituary writer who is visited by the ghosts of her subjects. Like the fictional character, real life obituary writers sometimes write about their famous subjects while they are still alive. While it may sound creepy, it’s not a bad model for comms professionals who may be faced with sharing [...]

By |2024-03-03T14:30:47-06:0004/20/2023|
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