How to Leverage Your Wins in the Financial Services Industry

This post was originally published in December of 2014 and has been updated.

Leverage Your WinsImage courtesy of www.si.com

Halfway through 2015 we continue to see a rebounding and growing economy, unemployment rates as low as 5.9 percent and increased employment opportunities, specifically in the professional and financial services industries. This last year, financial advisors continued to evolve, finding innovative ways to leverage technology and social media marketing, while trying to keep ahead of industry trends.

Whether you find yourself working as a part of a recruiting team for a large broker-dealer or custodian or a venture capitalist looking to close your next big deal, it’s increasingly important that branding, marketing and external promotion are used to showcase your firm’s value to prospects. If not, no one will learn of your success as most prospects use the web as their main way to research.

First Things First

Did you know that 70% of a buyer’s decision process is complete before they contact or engage with a potential business?

What influences the remaining 30% of the prospect’s buyer journey?

As technology evolves and people are bombarded with messages from every direction, having a powerful identity as a firm looking to recruit top talent is key to cutting through the noise. Creating and maintaining your company brand will be an essential part of your success. This means establishing a cohesive look and feel for your website, social media pages and communications with the public. Utilizing marketing for recruiters is a fundamental part of your success so ask yourself the following questions when developing an effective brand and determining how to position your identity in the marketplace:

1. What makes you special? Why should a quality financial professional choose you? What does your company offer that differs from everyone else?

2. What will the prospect’s experience look like?

3. When a potential prospect hears your name, what three words do you want them to think of?

Your Content Should Reflect Your Vision

While you’re busy hunting for “right fit” financial professionals, you may be missing out on the best opportunities. For example, financial advisors may not feel comfortable volunteering that they are looking to change firms. In fact, they may not even know that transitioning is the right move. By offering your knowledge and promoting a growth oriented message, you increase your digital presence, demonstrate your value and knowledge of the industry, and begin to establish a rapport. The hard part is over! Now that you’re in front of your target audience, take the opportunity to appeal to their emotions by communicating your understanding of their pain points. Show empathy, educate your prospects, demonstrate your value and establish yourself as a thought leader in the industry.

Success Requires Momentum

Establishing your brand and creating powerful content isn’t the end of the road. If you are already effectively recruiting quality producers, how are you making those wins count? Solidify your position as an indispensable resource for new candidates by becoming impossible to ignore. Prospects now have access to as much information about your company as you do about them as a prospect, so if you aren’t easy to find, you may not seem relevant. Some non-negotiables for establishing and maintaining your brand online are:

  1. Make sure your website is functional, modern and consistent with your brand. From the language used to the over-all aesthetics, it should be simple, straight forward and consistent with your brand’s messaging. For many potential recruits, this will be your first chance to tell your story and it is imperative to make a good impression. Showcase your value, highlight your successes and make it easy for them to see what makes you the best.
  2. Optimize for mobile. Currently, only 13 percent of Fortune 500 corporations have a “mobile career website,” but that doesn’t mean it’s not necessary. Recent data shows 62 percent of job seekers currently use their mobile device(s) at least once a week for job searching. By optimizing your website for mobile, not only are you positioning your brand exactly where recruits are looking, but you are putting your value in the palm of their hand.
  3. Be present on major forms of social media. Having a branded company page on Facebook, Twitter and LinkedIn is a must!
  4. Don’t just create your Social Media accounts, use them! Engage with your audience and continue to build rapport with them. Encourage candidates and peers to engage with you as well. Social media is meant to establish a community, so it is important to maintain a consistent presence.
  5. Don’t be afraid to promote. Share your wins, successes and testimonials with your followers. You’ve earned them! Not only will this engage your audience, but it will also continue to solidify your reputation as a trusted resource and viable option for other potential candidates.

With a strong brand, quality content and consistent engagement, marketing can become an indispensable factor in your recruiting efforts and the overall growth of your business. You’ve fine-tuned your practice and closed top producers, now it’s time to leverage those successes and help future recruits find you.

 





How to Leverage Your Wins in the Financial Services Industry



PR Assistant

San Diego, CA
Close

Our ideal candidate is a news and digital marketing junkie, who loves the thrill of pitching top-tier business media, writing a timely blog post and managing client PR & marketing campaigns. Pitching the Wall Street Journal or TechCrunch? No problem. Searching and networking for the next great speaking opportunity for a client? Of course! You live to see your clients featured in the spotlight. KCD PR is hiring a full-time Senior Associate based in San Diego or virtual (with some travel to San Diego!) to join our growing agency specializing in the financial, fintech and emerging technology industries. This position works directly on a small, collaborative team on public relations, digital marketing and social media campaigns for our diverse roster of clients across the nation in emerging categories like fintech, AI, SaaS, cybersecurity and blockchain. This position promises to offer an exciting, fast-paced work environment, access to clients and the opportunity to grow within the firm. If you enjoy rubbing elbows and supporting some of the brightest names in financial and technology with brand-building public relations and marketing campaigns, we want to hear from you. We have a caring and rewarding culture and a fun work environment – we work as hard as we play!  Expect a fast paced day and plenty of opportunity to shine and be rewarded for your hard work.

What You Will Be Doing at KCD PR:
•  Key contact for clients, supporting daily communications for 5-7 key client accounts
•  Partnering with other KCD PR team members on content creation and support of collateral materials and client events
•  Key role on agency marketing initiatives – creating company newsletter, blog content and digital PR and marketing campaigns
•  Participates in day-to-day media monitoring of client and industry news
•  Creating press releases, fact sheets and various other press materials
•  Strategizing on public relations and marketing goals and objectives
•  Pitching/conversing with national business and technology media on behalf of KCD PR clients
•  Managing social media marketing content for new clients and knowledge to use Facebook, LinkedIn, Google+, Twitter and YouTube
•  E-Marketing management, blog posts and landing page content creation
•  Utilizing social media to promote client news/events updating/creating pages for clients, web content revisions for client web sites
•  Editing web site content, uploading videos, often first draft of client work

Does This Sound Like You?
(*Must meet all criteria*) Candidates with previous experience working in related roles in the financial services and technology industry will be given priority. No recent graduates will be considered.

At least 3+ Years previous PR or marketing agency experience (with technology and/or financial services clients)
Bachelor’s Degree in related field (Communications, Marketing, Finance, Business or related field)
You have proven skills of integrating and leveraging social media programs, print and broadcast media to heighten client exposure and visibility
You have a strong knowledge of the financial and technology markets and know the trends, opportunities and challenges that face many of the agency’s clients
You’re a communication guru and have a strong portfolio of writing (creative and strategic) and possess a healthy network of media contacts that have helped garner impressive results
Experience managing multiple client accounts and collaborating with a team of internal resources
Superior, proven written and oral communication skills and an obsession with detail-oriented results
Ability to speak with clients, participate on conference calls and maintain high level of professionalism and maintain confidentiality of client information
Knowledge of WordPress, basic website editing and Hubspot marketing software systems a plus (as is Hubspot certification)

Compensation:
Competitive salary based on commensurate experience, bonus program for smart goal performance, 401 (k) retirement plan with full company match and annual company profit sharing contributions, generous group health care plan options, PTO plus paid company holiday from Christmas Day through New Year’s Day, free beer, breakfast and all sorts of goodies at our awesome co-working space in Little Italy, direct deposit, mass-transit/biking incentives.

PR Assistant 2

San Diego, CA
Close

Our ideal candidate is a news and digital marketing junkie, who loves the thrill of pitching top-tier business media, writing a timely blog post and managing client PR & marketing campaigns. Pitching the Wall Street Journal or TechCrunch? No problem. Searching and networking for the next great speaking opportunity for a client? Of course! You live to see your clients featured in the spotlight. KCD PR is hiring a full-time Senior Associate based in San Diego or virtual (with some travel to San Diego!) to join our growing agency specializing in the financial, fintech and emerging technology industries. This position works directly on a small, collaborative team on public relations, digital marketing and social media campaigns for our diverse roster of clients across the nation in emerging categories like fintech, AI, SaaS, cybersecurity and blockchain. This position promises to offer an exciting, fast-paced work environment, access to clients and the opportunity to grow within the firm. If you enjoy rubbing elbows and supporting some of the brightest names in financial and technology with brand-building public relations and marketing campaigns, we want to hear from you. We have a caring and rewarding culture and a fun work environment – we work as hard as we play!  Expect a fast paced day and plenty of opportunity to shine and be rewarded for your hard work.

What You Will Be Doing at KCD PR:
•  Key contact for clients, supporting daily communications for 5-7 key client accounts
•  Partnering with other KCD PR team members on content creation and support of collateral materials and client events
•  Key role on agency marketing initiatives – creating company newsletter, blog content and digital PR and marketing campaigns
•  Participates in day-to-day media monitoring of client and industry news
•  Creating press releases, fact sheets and various other press materials
•  Strategizing on public relations and marketing goals and objectives
•  Pitching/conversing with national business and technology media on behalf of KCD PR clients
•  Managing social media marketing content for new clients and knowledge to use Facebook, LinkedIn, Google+, Twitter and YouTube
•  E-Marketing management, blog posts and landing page content creation
•  Utilizing social media to promote client news/events updating/creating pages for clients, web content revisions for client web sites
•  Editing web site content, uploading videos, often first draft of client work

Does This Sound Like You?
(*Must meet all criteria*) Candidates with previous experience working in related roles in the financial services and technology industry will be given priority. No recent graduates will be considered.

At least 3+ Years previous PR or marketing agency experience (with technology and/or financial services clients)
Bachelor’s Degree in related field (Communications, Marketing, Finance, Business or related field)
You have proven skills of integrating and leveraging social media programs, print and broadcast media to heighten client exposure and visibility
You have a strong knowledge of the financial and technology markets and know the trends, opportunities and challenges that face many of the agency’s clients
You’re a communication guru and have a strong portfolio of writing (creative and strategic) and possess a healthy network of media contacts that have helped garner impressive results
Experience managing multiple client accounts and collaborating with a team of internal resources
Superior, proven written and oral communication skills and an obsession with detail-oriented results
Ability to speak with clients, participate on conference calls and maintain high level of professionalism and maintain confidentiality of client information
Knowledge of WordPress, basic website editing and Hubspot marketing software systems a plus (as is Hubspot certification)

Compensation:
Competitive salary based on commensurate experience, bonus program for smart goal performance, 401 (k) retirement plan with full company match and annual company profit sharing contributions, generous group health care plan options, PTO plus paid company holiday from Christmas Day through New Year’s Day, free beer, breakfast and all sorts of goodies at our awesome co-working space in Little Italy, direct deposit, mass-transit/biking incentives.

PR Assistant 3

San Diego, CA
Close

Our ideal candidate is a news and digital marketing junkie, who loves the thrill of pitching top-tier business media, writing a timely blog post and managing client PR & marketing campaigns. Pitching the Wall Street Journal or TechCrunch? No problem. Searching and networking for the next great speaking opportunity for a client? Of course! You live to see your clients featured in the spotlight. KCD PR is hiring a full-time Senior Associate based in San Diego or virtual (with some travel to San Diego!) to join our growing agency specializing in the financial, fintech and emerging technology industries. This position works directly on a small, collaborative team on public relations, digital marketing and social media campaigns for our diverse roster of clients across the nation in emerging categories like fintech, AI, SaaS, cybersecurity and blockchain. This position promises to offer an exciting, fast-paced work environment, access to clients and the opportunity to grow within the firm. If you enjoy rubbing elbows and supporting some of the brightest names in financial and technology with brand-building public relations and marketing campaigns, we want to hear from you. We have a caring and rewarding culture and a fun work environment – we work as hard as we play!  Expect a fast paced day and plenty of opportunity to shine and be rewarded for your hard work.

What You Will Be Doing at KCD PR:
•  Key contact for clients, supporting daily communications for 5-7 key client accounts
•  Partnering with other KCD PR team members on content creation and support of collateral materials and client events
•  Key role on agency marketing initiatives – creating company newsletter, blog content and digital PR and marketing campaigns
•  Participates in day-to-day media monitoring of client and industry news
•  Creating press releases, fact sheets and various other press materials
•  Strategizing on public relations and marketing goals and objectives
•  Pitching/conversing with national business and technology media on behalf of KCD PR clients
•  Managing social media marketing content for new clients and knowledge to use Facebook, LinkedIn, Google+, Twitter and YouTube
•  E-Marketing management, blog posts and landing page content creation
•  Utilizing social media to promote client news/events updating/creating pages for clients, web content revisions for client web sites
•  Editing web site content, uploading videos, often first draft of client work

Does This Sound Like You?
(*Must meet all criteria*) Candidates with previous experience working in related roles in the financial services and technology industry will be given priority. No recent graduates will be considered.

At least 3+ Years previous PR or marketing agency experience (with technology and/or financial services clients)
Bachelor’s Degree in related field (Communications, Marketing, Finance, Business or related field)
You have proven skills of integrating and leveraging social media programs, print and broadcast media to heighten client exposure and visibility
You have a strong knowledge of the financial and technology markets and know the trends, opportunities and challenges that face many of the agency’s clients
You’re a communication guru and have a strong portfolio of writing (creative and strategic) and possess a healthy network of media contacts that have helped garner impressive results
Experience managing multiple client accounts and collaborating with a team of internal resources
Superior, proven written and oral communication skills and an obsession with detail-oriented results
Ability to speak with clients, participate on conference calls and maintain high level of professionalism and maintain confidentiality of client information
Knowledge of WordPress, basic website editing and Hubspot marketing software systems a plus (as is Hubspot certification)

Compensation:
Competitive salary based on commensurate experience, bonus program for smart goal performance, 401 (k) retirement plan with full company match and annual company profit sharing contributions, generous group health care plan options, PTO plus paid company holiday from Christmas Day through New Year’s Day, free beer, breakfast and all sorts of goodies at our awesome co-working space in Little Italy, direct deposit, mass-transit/biking incentives.