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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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We recently held another of our financial services roundtables -this time in Sydney – with executives from financial services companies, and journalists who report on the industry, who all provided their view on the financial landscape.

In attendance was GSFM’s Stephen Miller, FAAA’s Sarah Abood, HLBMann Judd’s Lindzi Caputo and Ten Cap’s Jason Todd. The media was represented with journalists from The Australian Financial Review, Professional Planner, Bloomberg and Capital Brief.

A variety of topics were canvassed including a macroeconomic overview from Stephen, an update on the state of play in the financial advice profession from Sarah, the share market outlook and its impact on the economy from Jason and what Lindzi is seeing from her financial advice clients, in the lead up to June 30.

Overall, it was another great discussion, providing the opportunity for market commentators, and media, to provide a view on what they are seeing in the financial services industry.