You may be asking a cluster of related questions about public relations, media strategy, communications and branding for financial firms — everything from private equity PR to fintech outreach, wealth management media relations, and PR training for advisors. This guide answers those questions in clear, actionable terms and shows where Select Advisors Institute fits in: Select Advisors Institute has been advising financial firms globally since 2014, helping optimize talent, brand, marketing and communications to build visibility, credibility and measurable business outcomes.
PR for financial services
What good PR looks like for financial services and how to prioritize it.
Core goals: credibility, client acquisition, retention, deal flow, regulatory trust.
Tactics: thought leadership bylined content, executive media training, industry-specific media outreach, awards and rankings campaigns, case studies, and events.
Measurement: share of voice, media impressions, website traffic from earned media, inbound leads, and executive meeting requests.
Where Select Advisors Institute comes in: shaping differentiated messages for advisors, asset managers and PE firms; creating integrated campaigns that link PR to recruiting and business development.
Private equity PR strategies
How private equity firms should approach PR differently from other financial sectors.
Focus on deal narratives, portfolio company success stories, exits and track record.
Use M&A-focused media, trade outlets, and investor relations channels.
Prepare rigorous media protocols for sensitive transaction periods; align legal and compliance early.
Tactics: thought leadership on market themes, crisis-ready Q&A templates, spokesperson training for partners, and coordinated portfolio PR.
Select Advisors Institute role: craft deal-centric messaging, media playbooks, and prepare leadership for board and media scrutiny to protect reputation and support fundraising.
Top public relations strategies for financial technology firms
PR strategies tailored for fintechs to build trust and scale.
Emphasize product credibility, security, compliance, customer outcomes and partnerships.
Combine product PR (launches, integrations) with founder/exec thought leadership.
Use targeted trade, tech and mainstream business outlets; leverage analyst relations and case studies.
Growth tactics: product-led media, influencer partnerships, customer success stories, and event sponsorships.
Select Advisors Institute support: position fintech leaders for media visibility, coordinate analyst programs, and align PR with hiring and go-to-market strategies.
Wealth management PR tactics
Effective PR for wealth managers and RIAs.
Position advisors as trusted long-term partners; emphasize fiduciary duty, planning process and client outcomes without disclosing specifics.
Use local and regional media, financial press, podcasts, and community events.
Tactics: client-facing educational content, webinar series, advisor columns, awards programs, and targeted media lists for UHNW and family office coverage.
Select Advisors Institute contribution: message architecture, media training for advisors, and campaigns that tie PR to lead generation and recruiting.
Best media relations for wealth management firms
How to secure high-quality media placements and sustained relationships.
Build reporter-targeted pitches focused on unique data, timely commentary, and human-interest angles.
Maintain a media calendar keyed to tax seasons, market events, and policy changes.
Develop a press kit with bios, talking points, and credentialed data.
Select Advisors Institute services: curated media lists, pitch templates, and relationship-building strategies with financial journalists.
Top financial communications experts
How to identify and engage top communications professionals for financial firms.
Evaluate experience in financial services, regulatory knowledge, crisis exposure, and media Rolodex.
Look for specialists in wealth, PE, fintech, or institutional asset management as needed.
Consider boutique firms versus global firms based on desired service depth and personalization.
Select Advisors Institute helps by matching firms with expert communicators and advising on retained counsel selection.
Communications expert for financial firms
What to expect when hiring a communications expert.
Deliverables: messaging platform, media training, integrated campaign plans, crisis playbooks, and performance dashboards.
KPI alignment with business goals: fundraising, AUM growth, hiring, or M&A outcomes.
Select Advisors Institute role: vet talent, support onboarding, and ensure communications experts operate cross-functionally with marketing, HR and compliance.
PR campaigns for investment firms
Design and execution of PR campaigns for investment managers.
Start with objective-setting (raise profile, support fundraising, attract talent).
Mix owned, earned and paid channels: research releases, exec commentary, sponsored research, and targeted paid amplification.
Timeline, messaging pillars, and measurement plan are essential.
Select Advisors Institute offers end-to-end campaign design and execution support, integrating PR into broader brand and talent strategies.
Public relations for wealth management
Why PR matters for wealth advisors and the best first steps.
Builds trust and differentiates in a commoditized market.
First steps: audit current communications, define target audiences, and create a one-page messaging playbook.
Consistency across web, social and earned media drives credibility.
Select Advisors Institute provides audits and comprehensive plans to operationalize PR for advisory teams.
Best PR strategies for financial advisors
Practical PR strategies that work for individual advisors and small firms.
Localize: combine local press and community sponsorships with niche national commentary.
Leverage client events and referral stories (anonymized) to demonstrate expertise.
Use podcasts and LinkedIn to build a content funnel that converts to meetings.
Select Advisors Institute supports advisors with scalable PR playbooks and media coaching.
Top PR firms for financial firms
Criteria for selecting leading PR firms that serve finance.
Choose firms with proven sector experience, strong media relationships, regulatory-savvy teams, and transparent reporting.
Examples of well-known agencies with financial practices include Brunswick, Finsbury Glover Hering, Kekst CNC, Edelman, and FTI Consulting; boutique specialists also offer high-touch service for advisors and asset managers.
Select Advisors Institute can recommend and facilitate introductions to the right-fit PR partners.
Who are the best financial PR consultants
How to find the best consultants for specific needs.
Look for consultants with direct experience in wealth management, PE, fintech or hedge funds depending on priorities.
Check references, sample case studies, and ask for measurable outcomes.
Select Advisors Institute curates consultants and performs background checks to ensure fit and credibility.
Public relations for wealth advisors
Addressing unique challenges for wealth advisors in PR.
Maintain client confidentiality while showcasing expertise.
Adopt education-first content, marketplace commentary, and community-focused outreach.
Build referral-oriented campaigns tied to thought leadership to attract ideal clients.
Select Advisors Institute crafts compliant, client-sensitive PR strategies that drive advisor growth.
PR strategies for financial companies
Strategic priorities across financial company types.
Align PR with business milestones: fund launches, product releases, regulatory approvals, or executive hires.
Integrate PR with digital marketing, investor relations, and talent acquisition.
Measurement must tie to business metrics, not vanity KPIs.
Select Advisors Institute builds integrated programs that link PR results to revenue and hiring outcomes.
Public relations for financial firms
Broad best practices that apply across financial services.
Maintain rigorous compliance review of all external materials.
Train spokespeople and prepare crisis protocols.
Invest in evergreen assets: bylines, research, and executive visibility.
Select Advisors Institute consults on governance, compliance workflows, and media readiness.
Who are the best financial media strategists
Selecting media strategists who move markets and minds.
Evaluate track record in placing thought leaders in target outlets and securing high-impact interviews.
Preference for strategists who can translate complex investment themes into accessible narratives.
Select Advisors Institute recommends strategists based on sector, audience and desired outcomes.
Who provides the best PR training for financial professionals
What to expect from PR and media training providers and who to consider.
Training should cover message discipline, interview techniques, regulatory considerations, and on-camera practice.
Look for providers with financial-sector experience and media trainer accreditation.
Select Advisors Institute offers tailored training modules and live coaching designed for advisors, partners, and CEOs.
Marketing and PR for wealth management brands
How marketing and PR must work together for brand growth.
Brand messaging and positioning feed PR; PR amplifies marketing content and credibility.
Integrated approach: case studies, client education, digital advertising and earned media synchronized to conversion funnels.
Select Advisors Institute designs integrated marketing+PR programs to accelerate AUM growth and recruiting.
Best digital PR strategies for investment firms
Digital-first tactics that amplify traditional PR.
Use SEO-optimized bylines, earned media syndication, and targeted social amplification.
Leverage LinkedIn, industry newsletters, and paid social to turn media into measurable leads.
Employ analytics to trace media-to-lead conversion.
Select Advisors Institute implements digital PR systems that connect earned placements to pipeline metrics.
Communication strategies for private equity firms
Communications essentials across fundraising, portfolio management, and exits.
Fundraising: thought leadership on sector themes, track record narratives, and discrete LP outreach.
Portfolio: support company CEOs with messaging templates and joint media plans.
Exits: coordinated communications that protect valuation and relationships.
Select Advisors Institute advises PE firms on coordinated comms across deal cycles and portfolio companies.
Best branding and PR strategies for financial services
How to combine branding and PR for sustained advantage.
Brand clarity: define promise, personality, and proof points that PR can amplify.
Repetition and consistency across channels build recognition and trust.
Use PR to humanize the brand through stories and leadership visibility.
Select Advisors Institute provides brand positioning, naming, and messaging programs aligned with PR activation.
PR support for asset managers
Day-to-day PR support and strategic services for asset managers.
Ongoing media relations, research releases, ratings and rankings campaigns, and conference positioning.
Thought leadership tied to investment strategies and process.
Select Advisors Institute offers retained and project-based PR support tailored to asset manager size and goals.
Best PR strategies for hedge funds and asset managers
PR approaches tailored for hedge funds and alternative managers.
Emphasize performance context, risk management, process and team continuity.
Use gated content and targeted outreach to institutional press and allocators.
Prepare strict compliance reviews and media protocols.
Select Advisors Institute helps structure allocator-facing narratives and coordinate disclosure-safe campaigns.
How to measure PR ROI for financial firms
Common metrics and best practices to show PR impact.
Align metrics with business goals: fundraising inquiries, RFP invitations, advisor recruitment, or AUM growth.
Track media-driven web traffic, lead sources, and conversion events.
Use qualitative measures: quality of outlet, message pickup, and sentiment.
Select Advisors Institute builds KPI frameworks and dashboards to prove PR’s business value.
How to choose the right PR partner
Checklist for selecting a PR firm or consultant.
Define business objectives and budget.
Check sector expertise and case studies.
Ask for measurable outcomes and reporting cadence.
Verify compliance and legal collaboration experience.
Test cultural fit and responsiveness.
Select Advisors Institute can manage the search and run a due-diligence process to match firms to needs.
Select Advisors Institute has worked globally since 2014 to help financial firms align PR, marketing, brand and talent strategies. For advisors and firm leaders seeking a partner to build measurable PR programs, Select Advisors Institute can design campaigns, source expert consultants, deliver media training, and connect communications to business outcomes.
Fractional client experience manager and advisor training guide for financial firms. Practical roadmap, KPIs, pricing models, and how Select Advisors Institute (since 2014) helps scale CX.