Vocatus Wins Best Marketing or PR Campaign Honor at the 12th Annual Family Wealth Report Awards
Vocatus Wins Best Marketing or PR Campaign Honor at the 12th Annual Family Wealth Report Awards BOCA RATON, FL | May 09, 2025 12:17 PM Eastern Daylight Time Vocatus, a leading communications and marketing firm serving the wealth management industry, announced that it has won the Family Wealth Report Award 2025 for the Best Marketing or PR […]
Marcoms Roundtable: What To Tell Clients When An Advisory Firm Is Acquired
Marcoms Roundtable: What To Tell Clients When An Advisory Firm Is Acquired As the strong M&A trend in wealth management continues in 2025, investors may have questions about continued quality of service, dedication to clients’ needs, cost-cutting and other matters when their advisors’ firms are acquired or receive significant investments from outside companies or individuals. […]
Marcoms Roundtable: Strategies For Advisors To Reach Small Business Owners
Marcoms Roundtable: Strategies For Advisors To Reach Small Business Owners As advisors know, there are many small businesses locally, regionally and nationally that represent a large, untapped market of potential clients for RIAs and other advisors. But small business owners exist across many industries and are immensely different from one another. That is the case […]
Industry Sounds Off on Mayor Adams Scandal Offering Critical Lessons in Crisis Management
Industry Sounds Off on Mayor Adams Scandal Offering Critical Lessons in Crisis Management As the scandal surrounding New York City Mayor Eric Adams continues to unfold, critical questions arise about crisis management in the public eye. CommPRO reached out to communications industry experts for insights on how Mayor Adams can best navigate this high-profile situation. […]
‘I am Sorry’ – A Skill Every Advisor Should Master
‘I am Sorry’ – A Skill Every Advisor Should Master People make mistakes; it’s part of being human. But it’s how one recovers from those mistakes that counts. This is especially true in the financial services community, where mistakes between an advisor and client can lead to the dissolution of the relationship, or worse—a lawsuit. […]
How To Survive Social Media
How To Survive Social Media https://youtu.be/WYDLuY4TLqo?si=nz8AG723mNZ8uE3j Author Ray Hennessey joins The Dr Brian McDonough Show to discuss his book, Beyond Sorry. Recent Posts Vocatus Wins Best Marketing or PR Campaign Honor at the 12th Annual Family Wealth Report Awards May 9, 2025 Marcoms Roundtable: What To Tell Clients When An Advisory Firm Is Acquired January […]
The Power of Personal Branding: Ray Hennessey Of Vocatus On How Publicists Shape Influential Leaders
The Power of Personal Branding: Ray Hennessey Of Vocatus On How Publicists Shape Influential Leaders An Interview With Chad Silverstein Trust Yourself. You learn a lot about people when you work in personal branding, and one thing that keeps coming up is that many successful folks suffer from Imposter Syndrome and always fear that they […]
Marcoms Roundtable: Strategies To Grow In The Retirement Space
Marcoms Roundtable: Strategies To Grow In The Retirement Space How can financial advisors get more retirement plan business? Success comes down to showing plan management expertise, going far beyond simply communicating your ability to manage money. You must position yourself as an advisor who understands the complexities of managing someone’s future. Vocatus CEO Ray […]
Shop Talk: Apology Expert Ray Hennessey On Saying Sorry At Work
Shop Talk: Apology Expert Ray Hennessey On Saying Sorry At Work CEOs are being held accountable like never before. Social media and more prominent public profiles have made it next to impossible for company heads to avoid responsibility when and if something goes wrong. This is something that Ray Hennessey has covered and witnessed during […]
What Bryson DeChambeau’s Journey Teaches Advisors About Personal Brand
What Bryson DeChambeau’s Journey Teaches Advisors About Personal Brand If you don’t think a personal brand is important, take a look at Bryson DeChambeau. Following DeChambeau’s epic 2024 U.S. Open win, Ray Hennessey, CEO of Vocatus, wrote a piece for Advisorpedia exploring how important DeChambeau’s brand was to his own journey. Read Ray’s column here […]