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Best Practices Blog


Working with the Media: How to Endear Yourself to (or Alienate) a Journalist -- 4 Journalists and a PR Pro Tell All on Nov. 11, 2021

10/29/2021

 
​Being quoted by a respected journalist in a prestigious publication can differentiate you from other financial planners who may not make the grade as the outlet’s vetting process unfolds. When you are seen as a source in media articles, the perception is that you are a more credible expert than a competitor who is not regularly quoted. Plus, being seen on a high-ranking website can significantly improve SEO (search engine optimization) factors for your firm and make you more visible online.
How do you endear yourself to a journalist so that you are more apt to hear from them again in the future?
Are you inadvertently creating situations where you may never be quoted initially or, gulp, ultimately ruled out for future storylines?

​Get these questions answered and more in the Q&A session with four nationally known journalists and a PR pro who will explain how to improve your chances of becoming a regularly quoted media source.

Live Webinar:
​Thursday, November 11, 2021 4:00 PM
On-Demand Webinar: A recording will be available on November 12, 2021 (use the same link below to receive it)

​Emcee: Marie Swift, Impact Communications

​Panelists:
  1. Gail MarksJarvis (Barron’s)
  2. Taylor Tepper (Forbes)
  3. Pam Krueger (PBS)
  4. George Moriarty (Axios)
This is part of the NAPFA 2021 Playbook Series sponsored by Allianz.

1 NAPFA CE in K – Marketing and Practice Management
NAPFA Member: Free
Interested Others: $39

Here’s why you’ll want to attend:
  • Find out what financial journalists typically need and look for in a source.
  • Learn how to increase the odds that you will be quoted when numerous sources are vying for the journalist’s attention.
  • Understand why a journalist is more likely to come back to you for additional comments in the future.
  • ​Discover how to amplify the media attention you get.
REGISTER NOW
Here’s the panel of experts from whom you’ll be learning:
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Gail MarksJarvis is a financial journalist, best-selling author, speaker, and TV commentator. Prior to her current status with Barron’s, where she covers retirement planning, she wrote for Reuters, USA Today, NPR’s MarketPlace, and KnightRidder. In addition, she was a syndicated Chicago Tribune financial columnist for thirteen years. She has been named "Best Financial Columnist" by Northwestern University's Medill School of Journalism and has received seventeen other journalism awards for her work, including a National Clarion Award for human rights reporting.

​Follow her on Twitter: @GailMarksJarvis.

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Taylor Tepper is a writer at Forbes Advisor where he covers “all of that personal finance stuff.” Prior to Forbes Advisor, Taylor was a senior writer at Wirecutter Money, a division of The New York Times, and a staff writer at Money magazine, where he mainly covered investing and won a 2017 Loeb award, among other prizes, for delving into the financial costs of mental illness. He’s been published in Fortune, NPR, Bloomberg, Newsweek, Tampa Times, and Bankrate.

​Follow him on Twitter: @TaylorTepper.

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Pam Krueger, Executive Producer, Co-Host and Creator of the MoneyTrack series on PBS, and author of The MoneyTrack Method: A Real Person’s Guide to Successful Investing (Wiley, 2008), educates the public on exactly what works and what doesn’t when it comes to investing. In 2009 and 2010, Pam received two Gracie Awards for Outstanding Producer of an Entertainment Series on Public Television from AWRT (American Women in Radio & Television). Recently, Pam launched Wealthramp.com to help viewers find, vet and connect with qualified, fiduciary advisors. She is currently co-host of the Friends Talk Money podcast.

​Follow her on Twitter: @PamKruegerTV.

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George Moriarty has been a financial editor and journalist since 1997, working in print, digital, audio, and video. On Nov. 8, 2021, he will join Axios as Senior Editor, Axios Pro. Prior to Axios, George was Chief Content Officer at InvestmentNews, Editor-in-Chief at Seeking Alpha, Editor-in-Chief for Online Platforms at Merrill Lynch Global Wealth Management, Co-Executive Editor of TheStreet.com, Editor of Investment Dealers' Digest, and Managing Editor of TheStreet.com's RealMoney.com.

​Follow Axios on Twitter @axios.

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Marie Swift, is founder and CEO of Impact Communications, a PR and marketing communications firm that has worked with a who’s who list of financial advisors and industry thought leaders. Over the course of her 30-year career as a consultant, coach and mentor, she has become a thought leader in her own right. In 2021, Investment Advisor magazine dubbed her a ThinkAdvisor Luminary, Class of 2021.

​Follow her on Twitter: @MarieSwift.

REGISTER NOW

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    Welcome to the “Best Practices in the Financial Services Industry” blog, where you will find ideas and tips from Marie Swift, a nationally-recognized marketing communications consultant who's worked with some of the top financial services and financial advisory firms in the nation over the course of her career. The "Swift Chat" series, which is available in both a video and a podcast format, is co-hosted by Impact Communications Vice President Jonny Swift, who selects his own guests and brings a Millennial perspective to the show. This blog spotlights financial services firms and allied institutions that the Swifts deem as adopting "Best Practices" in the industry. You will find numerous posts with tools and ideas aimed at helping independent financial advisors communicate better, scale, and grow.

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