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The Ultimate Guide to Financial Services PR

In financial services, many firms are focused on providing bottom-line value to their clients. What most of them forget is how to properly communicate that value.

A good PR strategy has a greater impact on the bottom line than most firms realise. This book shows how to put in place an effective PR program in the financial services industry, and how great communications can add significant value to a firm.

Between them, Claudia Pritchitt and Leeanne Bland have over 50 years’ experience in public relations, communications, and marketing. Here, they explain the key tools needed in an effective communications strategy as well as why plain English is imperative in the jargon-heavy world of financial services.

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At our latest financial services roundtable held in Sydney on 28 March, journalists from Sydney Morning Herald, Firstlinks, Professional Planner, Money magazine, Morningstar and Money Management met executives from Schroders, Padua Solutions, Maple-Brown Abbott and the Ecstra Foundation.

The round table discussion was wide ranging, taking in bond yield curves and central bank action, the place of ESG in portfolio construction, the importance of financial literacy programs in schools and how software can help financial planners build better investment portfolios.