We want to share with you the trends we see in the financial services industry, including important events and media input. As an agency, our goal is to help you. That is why we also post our financial PR and Marketing best practices and opinion articles as a resource for your company.

Charlyne H. McWilliams

Recent Posts

The Art of Overcommunicating

Many people believe they are clear communicators until a mishap happens. While communication in its purest form has not changed, providing and receiving information, how it is done has drastically changed. There are verbal, written, and visual avenues to convey information. What we have learned is that communicating effectively with people sometimes includes over-communicating.

MBA Annual: Though Virtual, Still the Most Inspiring Conference in my Two Decades in the Industry

Without a doubt, 2020 has been a historic year, and that applies to industry conferences as well. We made adjustments from walking trade show floors and shaking hands with old and new friends to making sure our camera angles are just right with the perfect lighting.

Monumental Changes at MBA Annual 2018

The MBA Annual Convention and Expo is the largest gathering of real estate financial and mortgage professionals in the country with an estimated 4,400 participants this year. It’s fitting that such a monumental occasion was held in the nation’s capital and had a celebrity lineup including Kelly Clarkson, Magic Johnson, and Oscar winner Geena Davis (who is also founder and chair of Geena Davis Institute on Gender in Media). Despite the event’s star power, attendees had bigger topics on the mind—namely the current state of the mortgage industry.

PR Insight: Going the Distance With Your PR Program

Best practices for creating and executing a solid public relations plan.

As featured in this month's CUES PR Insights. 

Many times, when business is good and clients or members are happy, companies forget how important it is to maintain a consistent PR plan—and to trust the plan if it is working. In fact, some leaders are guilty of wanting to dismantle a perfectly solid media relations program for no other reason than it has been in place for a while. I want to encourage you to not do that. 

PR Strategies

for Larger Enterprises vs. One Product Companies

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