Lowe Group
@thelowegroup.bsky.social
We're here for the community. Investment and financial public relations • Media relations and media training • Content • Digital marketing strategy • Crisis communications • Social media • ETFs • Mutual funds • Model portfolios • SMAs
https://lowecom.com/
https://lowecom.com/
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Lowe Group
@thelowegroup.bsky.social
· Dec 3
Looking for some recommendations on who to follow on Bluesky? Try our starter pack of investment media reporters and editors!
Should you be on the list? Let us know, we're happy to see this network grow.
#finsky #fintwit
go.bsky.app/JhdvpfH
Should you be on the list? Let us know, we're happy to see this network grow.
#finsky #fintwit
go.bsky.app/JhdvpfH
“Reddit is in the water,” Pat Allen likes to say.
This week Finfluential goes deep on just how ubiquitous Reddit is—and where it’s exerting influence.
lnkd.in/dNSXanjW
This week Finfluential goes deep on just how ubiquitous Reddit is—and where it’s exerting influence.
lnkd.in/dNSXanjW
July 29, 2025 at 2:07 PM
“Reddit is in the water,” Pat Allen likes to say.
This week Finfluential goes deep on just how ubiquitous Reddit is—and where it’s exerting influence.
lnkd.in/dNSXanjW
This week Finfluential goes deep on just how ubiquitous Reddit is—and where it’s exerting influence.
lnkd.in/dNSXanjW
Is anyone out there working on becoming the "Trump account" guru?
@rocktheboatmktg.bsky.social does some speculating on what it would take, in the latest Finfluential post.
bit.ly/46WKCNW
@rocktheboatmktg.bsky.social does some speculating on what it would take, in the latest Finfluential post.
bit.ly/46WKCNW
July 24, 2025 at 12:15 AM
Is anyone out there working on becoming the "Trump account" guru?
@rocktheboatmktg.bsky.social does some speculating on what it would take, in the latest Finfluential post.
bit.ly/46WKCNW
@rocktheboatmktg.bsky.social does some speculating on what it would take, in the latest Finfluential post.
bit.ly/46WKCNW
There’s the kind of financial PR that involves posting press releases and gatekeeping media requests.
Then there’s the other kind of PR that’s strategic—market introductions, changing the narrative, M&A
@jodylowepr.bsky.social wrote about the 2nd kind.
www.advisorperspectives.com/articles/202...
Then there’s the other kind of PR that’s strategic—market introductions, changing the narrative, M&A
@jodylowepr.bsky.social wrote about the 2nd kind.
www.advisorperspectives.com/articles/202...
July 23, 2025 at 12:16 AM
There’s the kind of financial PR that involves posting press releases and gatekeeping media requests.
Then there’s the other kind of PR that’s strategic—market introductions, changing the narrative, M&A
@jodylowepr.bsky.social wrote about the 2nd kind.
www.advisorperspectives.com/articles/202...
Then there’s the other kind of PR that’s strategic—market introductions, changing the narrative, M&A
@jodylowepr.bsky.social wrote about the 2nd kind.
www.advisorperspectives.com/articles/202...
Meet Brent Sullivan, the “one-man shop” who provided much-needed context to the direct indexing space.
Our first Finfluential Q&A: bit.ly/4eXbm2P
Our first Finfluential Q&A: bit.ly/4eXbm2P
How Brent Sullivan became the go-to tax man
The motto of the independent analyst who endeavored to explain direct indexing to the industry: Give it all—content, tools, everything—away!
bit.ly
July 17, 2025 at 2:45 PM
Meet Brent Sullivan, the “one-man shop” who provided much-needed context to the direct indexing space.
Our first Finfluential Q&A: bit.ly/4eXbm2P
Our first Finfluential Q&A: bit.ly/4eXbm2P
We launched a Substack newsletter today—Finfluential. It’s our way of getting a handle on all the new influences that are out there worth paying attention to, and ideally early.
The back story on the Lowe Group blog: bit.ly/40ZuIP0
finfluential.substack.com
The back story on the Lowe Group blog: bit.ly/40ZuIP0
finfluential.substack.com
Finfluential | Pat Allen | Substack
Who's breaking out in the investment industry?
We're influence-spotting. Click to read Finfluential, a Substack publication.
finfluential.substack.com
July 16, 2025 at 6:21 PM
We launched a Substack newsletter today—Finfluential. It’s our way of getting a handle on all the new influences that are out there worth paying attention to, and ideally early.
The back story on the Lowe Group blog: bit.ly/40ZuIP0
finfluential.substack.com
The back story on the Lowe Group blog: bit.ly/40ZuIP0
finfluential.substack.com
Reposted by Lowe Group
#econsky at its best this week.
See this guide from @aaronsojourner.org for starter packs and lists. #tariffs
See this guide from @aaronsojourner.org for starter packs and lists. #tariffs
For Bluesky-Curious Econ Lovers, a Quick Start guide to plugging into the economics community here.
It aims to lower the costs & boost the benefits for folks to engage here.
If it seems useful, please share it here & especially on X.
📉📈 #️⃣#️⃣
aaronsojourner.org/for-bluesky-...
It aims to lower the costs & boost the benefits for folks to engage here.
If it seems useful, please share it here & especially on X.
📉📈 #️⃣#️⃣
aaronsojourner.org/for-bluesky-...
For Bluesky-Curious Econ Lovers - Aaron Sojourner
This Quick Start guide aims to help econ lovers easily join Bluesky’s growing economics community. The Bluesky User FAQ covers generic basics, like how to start an account. This guide orients you to e...
aaronsojourner.org
April 3, 2025 at 11:57 AM
#econsky at its best this week.
See this guide from @aaronsojourner.org for starter packs and lists. #tariffs
See this guide from @aaronsojourner.org for starter packs and lists. #tariffs
How much does AI search know—and get right about investment firms and their products? Pat Allen goes deep in the latest Lowe Group blog post.
lowecom.com/insights/blo...
lowecom.com/insights/blo...
The specific considerations for investment brands in AI search | Lowe Group
PR efforts to date should benefit the brand, but LLMs are struggling reading many mutual fund, ETF product pages.
lowecom.com
April 2, 2025 at 1:45 PM
How much does AI search know—and get right about investment firms and their products? Pat Allen goes deep in the latest Lowe Group blog post.
lowecom.com/insights/blo...
lowecom.com/insights/blo...
First-timer at Future Proof, @jodylowepr.bsky.social really liked how the event helped attendees, sponsors and the media make connections. bit.ly/3QOOAiA
Future Proof Citywide: A refreshing, productive event | Lowe Group
The highlight of the upstart conference: one-on-one meetings that facilitate connection between advisors and other participants.
bit.ly
March 26, 2025 at 6:17 PM
First-timer at Future Proof, @jodylowepr.bsky.social really liked how the event helped attendees, sponsors and the media make connections. bit.ly/3QOOAiA
The news is giving lots to talk about--and investment podcasters are making the most of it.
Check out the 8 shows we've just added to our insider's list of investment podcasts. 116 and counting!
lowecom.com/insights/blo...
Check out the 8 shows we've just added to our insider's list of investment podcasts. 116 and counting!
lowecom.com/insights/blo...
March 20, 2025 at 10:31 PM
The news is giving lots to talk about--and investment podcasters are making the most of it.
Check out the 8 shows we've just added to our insider's list of investment podcasts. 116 and counting!
lowecom.com/insights/blo...
Check out the 8 shows we've just added to our insider's list of investment podcasts. 116 and counting!
lowecom.com/insights/blo...
Financial advisors, hoping to score some media mentions? Check out these pointers from @jodylowepr.bsky.social bit.ly/41Re6bQ
PR tips for financial advisors: How to secure earned media coverage | Lowe Group
Reporters like to quote smart financial advisors who can help them navigate personal finance topics.
bit.ly
March 13, 2025 at 6:20 PM
Financial advisors, hoping to score some media mentions? Check out these pointers from @jodylowepr.bsky.social bit.ly/41Re6bQ
Interviews by email are not always a good idea, says @jodylowepr.bsky.social in this week's Lowe Group blog post. Making a bigger investment in time and connection leads to richer, more engaged interviews. bit.ly/3QIMMaD
Interviews by email? Not always a good idea | Lowe Group
Making a bigger investment in time and connection leads to richer, more engaged interviews.
bit.ly
March 4, 2025 at 8:17 PM
Interviews by email are not always a good idea, says @jodylowepr.bsky.social in this week's Lowe Group blog post. Making a bigger investment in time and connection leads to richer, more engaged interviews. bit.ly/3QIMMaD
The introduction of ETFs as a product line requires asset management marketers to speak more directly to the retail investor than ever before. @rocktheboatmktg.bsky.social comments in today’s Lowe Group post.
bit.ly/41h5KKj
bit.ly/41h5KKj
ETFs adoption by retail investors accelerates fund marketing’s rotation to B2C | Lowe Group
Asset management websites, in particular, increasingly serve professional and retail investors.
bit.ly
February 27, 2025 at 4:35 PM
The introduction of ETFs as a product line requires asset management marketers to speak more directly to the retail investor than ever before. @rocktheboatmktg.bsky.social comments in today’s Lowe Group post.
bit.ly/41h5KKj
bit.ly/41h5KKj
Active #ETFs were the focus at last week's CFA Society of Chicago discussion. The panel featured Ben Johnson, CFA as moderator and Rob Harvey, Michelle Mikos, Alisa Maute and Robert J. Marrocco.
Check out @jodylowepr.bsky.social and @rocktheboatmktg.bsky.social's takeaways: bit.ly/438RzJR
Check out @jodylowepr.bsky.social and @rocktheboatmktg.bsky.social's takeaways: bit.ly/438RzJR
Home offices’ growing interest in active ETFs | Lowe Group
CFA Society of Chicago/Women in ETFs panel discussion provides an update on national account gatekeeper due diligence
bit.ly
February 25, 2025 at 4:23 PM
Active #ETFs were the focus at last week's CFA Society of Chicago discussion. The panel featured Ben Johnson, CFA as moderator and Rob Harvey, Michelle Mikos, Alisa Maute and Robert J. Marrocco.
Check out @jodylowepr.bsky.social and @rocktheboatmktg.bsky.social's takeaways: bit.ly/438RzJR
Check out @jodylowepr.bsky.social and @rocktheboatmktg.bsky.social's takeaways: bit.ly/438RzJR
Need some inspiration for drafting tax-related content this season? Ben Bishop has you covered in this week's LoweDown blog post. bit.ly/4326UMv
A little inspiration for writing about investor tax topics | Lowe Group
Don't let uncertainty keep you from communicating. Preview changes in something you write ahead—and then be quick to comment when more is known.
bit.ly
February 19, 2025 at 8:26 PM
Need some inspiration for drafting tax-related content this season? Ben Bishop has you covered in this week's LoweDown blog post. bit.ly/4326UMv
The ink is barely dry on 2025 market and economic forecasts and, in many cases, they need to be revised or updated.
Read what @jodylowepr.bsky.social says about how to leverage what you have—and the opportunity to get added engagement with your updates. bit.ly/4hAWuaS
Read what @jodylowepr.bsky.social says about how to leverage what you have—and the opportunity to get added engagement with your updates. bit.ly/4hAWuaS
Uh-oh, your 2025 market outlook’s already out of date | Lowe Group
Updates, revisions, interim commentaries—all offer additional opportunity to advance your perspective and drive engagement.
bit.ly
February 12, 2025 at 10:23 PM
The ink is barely dry on 2025 market and economic forecasts and, in many cases, they need to be revised or updated.
Read what @jodylowepr.bsky.social says about how to leverage what you have—and the opportunity to get added engagement with your updates. bit.ly/4hAWuaS
Read what @jodylowepr.bsky.social says about how to leverage what you have—and the opportunity to get added engagement with your updates. bit.ly/4hAWuaS
The news has been serving up daily reminders of why it makes sense to anticipate and prepare for crisis communications. In our latest Lowe Group post, @jodylowepr.bsky.social elaborates on what's in a crisis toolkit. bit.ly/3WQc8qJ
The crisis communications toolkit for investment firms | Lowe Group
Whether it's the death of a founder or key exec, a regulatory lapse, a fraud or financial crime, a data breach or workplace violence, you need to be prepared.
bit.ly
February 5, 2025 at 4:36 PM
The news has been serving up daily reminders of why it makes sense to anticipate and prepare for crisis communications. In our latest Lowe Group post, @jodylowepr.bsky.social elaborates on what's in a crisis toolkit. bit.ly/3WQc8qJ
Reposted by Lowe Group
Yay! Great enhancement from Feedly to be able to read Bluesky in the feed reader. Game changer!
🚀 Follow Bluesky accounts, curated lists, and news feeds in Feedly —all in one place.
Just copy a Bluesky URL, paste it into Feedly, and stay updated with the latest posts.
Available for all Feedly plans!
#Bluesky
Just copy a Bluesky URL, paste it into Feedly, and stay updated with the latest posts.
Available for all Feedly plans!
#Bluesky
February 5, 2025 at 1:26 PM
Yay! Great enhancement from Feedly to be able to read Bluesky in the feed reader. Game changer!
Cheers to the global leaders for posting their vertical videos from Davos. Everyone will be doing it in 2025, @rocktheboatmktg.bsky.social says. bit.ly/4jCzrOn
Vertical videos from Davos confirm the 2025 trend | Lowe Group
Global leaders show the way by posting quick, mostly improvised updates to LinkedIn, where video engagement is high and rising.
bit.ly
January 29, 2025 at 4:28 PM
Cheers to the global leaders for posting their vertical videos from Davos. Everyone will be doing it in 2025, @rocktheboatmktg.bsky.social says. bit.ly/4jCzrOn
ETF issuers, follow these suggestions from @jodylowepr.bsky.social Lowepr.bsky.social to raise assets to achieve viability. bit.ly/4gYTsNo
ETF issuers, what’s your strategy to reach $100 million? | Lowe Group
Follow these suggestions from Jody Lowe to raise the minimum AUM to achieve viability.
bit.ly
January 22, 2025 at 3:44 PM
ETF issuers, follow these suggestions from @jodylowepr.bsky.social Lowepr.bsky.social to raise assets to achieve viability. bit.ly/4gYTsNo
When looking for a financial PR/digital strategy partner, you need to do your due diligence. We’ve just redesigned our website to help asset managers, ETF issuers, wealth managers with that. bit.ly/4fWn7p1
January 14, 2025 at 4:31 PM
When looking for a financial PR/digital strategy partner, you need to do your due diligence. We’ve just redesigned our website to help asset managers, ETF issuers, wealth managers with that. bit.ly/4fWn7p1
The investment industry has long worked with influencers—and to the industry's benefit. Today's generation offers more opportunities, writes @jodylowepr.bsky.social in this week's post. bit.ly/4h77Y5y
Why you can’t let Compliance ban influencer partnerships - Lowe Group
There has been a steady stream of FINRA settlements by financial firms related to their engagement with so-called “finfluencers.” The most recent firm to face a penalty was MooMoo, a New Jersey-based ...
bit.ly
January 8, 2025 at 3:07 PM
The investment industry has long worked with influencers—and to the industry's benefit. Today's generation offers more opportunities, writes @jodylowepr.bsky.social in this week's post. bit.ly/4h77Y5y
@jodylowepr.bsky.social is back with her annual list of book recommendations for investment communication pros. lowecom.com/2025/01/02/2... #TheLoweDown #FinancialPR #InvestmentCommunications
January 2, 2025 at 7:02 PM
@jodylowepr.bsky.social is back with her annual list of book recommendations for investment communication pros. lowecom.com/2025/01/02/2... #TheLoweDown #FinancialPR #InvestmentCommunications
Warmest wishes for a wonderful holiday!🎄❄️
December 18, 2024 at 5:17 PM
Warmest wishes for a wonderful holiday!🎄❄️
We're ringing out the year (last post of 2024) with one more take on Bluesky. Pat Allen provides an update, recommends some apps, and overall enthuses about her new favorite social platform. lowecom.com/2024/12/17/b... #TheLoweDown #FinancialPR #DigitalMarketing
Bluesky-curious? [December 2024 update] - Lowe Group
We’re realistic about the amount of interest any blog post published on December 18 could hope to attract. Nothing we have to say can compete with visions of sugarplums.
Hope springs eternal, thoug...
lowecom.com
December 18, 2024 at 3:22 PM
We're ringing out the year (last post of 2024) with one more take on Bluesky. Pat Allen provides an update, recommends some apps, and overall enthuses about her new favorite social platform. lowecom.com/2024/12/17/b... #TheLoweDown #FinancialPR #DigitalMarketing
In honor of Praxis Mutual Funds Ugly Sweater Day, our office wore our best ugly sweaters. Praxis will donate $1,000 (up to $5,000 total) to WNC Strong and MountainBizWorks for every 100 likes on one of its Ugly Sweater posts or posts using the #GetUgly4Good hashtag.
December 13, 2024 at 5:52 PM
In honor of Praxis Mutual Funds Ugly Sweater Day, our office wore our best ugly sweaters. Praxis will donate $1,000 (up to $5,000 total) to WNC Strong and MountainBizWorks for every 100 likes on one of its Ugly Sweater posts or posts using the #GetUgly4Good hashtag.