HB Clients in the National (and International) Media

While our President may not have a high regard for the conventional media, high performing financial advisors are using it to their advantage. In fact, our annual survey of nearly 300 wealth advisors and CPAs revealed that being quoted in the press is one of the three most effective thought leadership tactics being used today.

Nearly half (46%) of respondents to our 2019 CPA/Wealth Advisor Confidence Survey said being quoted in the press was “Very” or “Extremely” effective for building thought leadership. What’s more, 48 percent of advisors who expected double-digit revenue growth in 2019 told us that media coverage was “Very” or “Extremely” effective for them. Only public speaking and writing articles for publication rated higher.

Top 3 Tactics for Building Thought Leadership

THOUGHT LEADERSHIP TACTIC	Firms Expecting > 10% growth	Expecting single-digit growth	Expecting flat or declining growth		ALL FIRMS
Public speaking and presentations	66%	41%	53%		59%
Writing articles for publication	52%	48%	40%		48%
Being quoted in the press	48%	47%	40%		46%

Source: CPA Trendlines, The Financial Awareness Foundation and HB Publishing & Marketing Company, LLC, 2019

Here are some of the latest wins for HB clients participating in our PR Light program:

• Mark Rioboli (Director of Wealth Management, Independence Advisors, Wayne, PA) was featured in The Jerusalem Post  (18^th Birthday and Financial Independence).   
• Dr. Guy Baker (Founder, Wealth Teams Alliance, Irvine, CA) was quoted twice in US News & World Report over the past fortnight (How 6 Retirees Reached Their Savings Goals) and (How Investors Can Use Tech to Succeed).
  
• Matt Topley (chief investment officer, Fortis Wealth, Valley Forge, PA) was quoted in The Philadelphia Inquirer What are Uber, WeWork and Airbnb worth? Vanguard knows. It already owns shares in these IPO-ready unicorns.

Conclusion

You might also notice from the stats above that firms expecting to grow in 2019 were more likely than firms expecting a flat year to find value in media coverage. You can tweet, post and like till you’re blue in the face, but it’s hard to beat the impact of honest to goodness “earned media” coverage. Contact Us today if you’d like to learn more about our economical media placement service. Remember three of the most powerful words in the English language: “As seen in”!

# Guy Baker #Mark Rioboli #Matt Topley  #Press Coverage  #Thought Leadership