Vocatus

Author: Ray Hennessey

Strong Social Media Policies Shield Wealth Firms from Potential Fallout

For financial advisors and wealth management firms, the risks of social media extend well beyond potential hits to reputation.

After the killing of right-wing activist Charlie Kirk, many people were fired or disciplined after their personal posts drew attention, a reminder that whether on Facebook, LinkedIn or another platform, online speech can have professional consequences.

Vocatus Wins Best Client PR Campaign at the Wealth Management 2025 Industry Awards

Vocatus Wins Best Client PR Campaign at the Wealth Management 2025 Industry Awards We are pleased to share announce that Vocatus has won the Best PR Campaign of the Year award at the WealthManagement.com 2025 Industry Awards. The award centers on the firm’s work for Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, […]

WealthManagement.com: When it Comes to M&A, Culture Must be Top of Mind

WealthManagement.com: When it Comes to M&A, Culture Must be Top of Mind Wealth management executives always stress the importance of culture when it comes to acquisitions, but, too often, they wait until after a deal is closed to do the hard work of communicating the missions, vision, and values behind why the transaction is happening. […]

Driving Organic Growth for Ultra-High-Net-Worth Clients

Driving Organic Growth for Ultra-High-Net-Worth Clients How can advisors grow organically among ultra-high-net-worth clients? Vocatus CEO Ray Hennessey recently spoke with Family Wealth Report about how advisors should position themselves for this specialized audience. Read Ray’s interview here Recent Posts Driving Organic Growth for Ultra-High-Net-Worth Clients June 18, 2025 Vocatus Named a Finalist in the […]

Why No One Wants to Hear Your Story (and How to Fix That)

Why No One Wants to Hear Your Story (and How to Fix That) We’re in a renaissance of storytelling, as more and more companies have used social media, blogs and events to reach audiences and customers directly, without relying on traditional media. The evolution has been fascinating to watch, as marketing went from finding a […]

A Reminder to Business Leaders that Your Mic is Always On

A Reminder to Business Leaders that Your Mic is Always On Business leaders have to show a healthy dose of discretion when they speak. For all the benefits of honest and authenticity, you’re almost never going to get in trouble for what you don’t say. It’s when you say something that you shoudn’t — a racy remark, […]