Vocatus

Tag: marketing

Financial Advisor Magazine: The IPO Cycle Is Back. Here’s What History Teaches Us

A fun fact: Back in the go-go days of the IPO tech boom and bust, our CEO Ray Hennessey had a front-row seat. In a guest piece in Financial Advisor Magazine, Ray discussed what advisors can learn from history, as they guide clients through megadeals like OpenAI and SpaceX.

Short answer: IPO investing requires discipline precisely when the market is least conducive to it. That’s where financial advisors can shine.

AI Is Becoming the New Gatekeeper, and That’s Good News for Smart Crisis PR

For years, public relations professionals have warned clients that “the internet is forever.” One bad headline, one viral clip, one poorly worded statement, and Google would freeze that moment in amber. But something important has changed. As AI‑driven decision‑making and AI‑powered search increasingly shape how information is discovered, summarized, and acted upon, the playing field has quietly tilted in favor of companies that communicate clearly, consistently, and credibly.

This is good news for companies in general. And it’s very good news for crisis clients who use public relations as a strategic marketing tool rather than a last‑ditch defense.

Why Reputation Management Is Vital to Business Success

Reputation is not a “soft” issue. It is a hard business asset, one that is earned over time, tested in moments of pressure, and lost far faster than most leaders expect. In today’s hyper‑connected environment, reputation management is no longer a defensive exercise reserved for crises. It is a core driver of trust and long‑term success.

Every organization tells a story, whether it intends to or not. Customers, employees, investors, regulators, and the media are constantly interpreting signals: how a company behaves under stress, how it treats people when things go wrong, and whether its actions align with its stated values. When reputation is actively managed, that story reflects consistency and credibility. When it isn’t, others fill the gaps, often unfairly and always permanently.

The Telltale Signs That it’s Time to Replace Your Existing PR and Marketing Firm

PR relationships are like marriages. When both sides are in synch, you operate in harmony and you both can live happily ever after. But it’s not always hearts and flowers. Whether you’re a startup that hired its first PR firm or a large corporation with broad internal and external communications relationships, sometimes things go wrong. Like a bad marriage, it’s often better for both sides to go through a quick divorce and find messaging love elsewhere than keep a bad engagement going. So when do you know it’s time to have “the talk” about divorcing your PR firm? Here are some of the warning signs.

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, […]