Our Chief Barketing Officer Rolex Featured on WPLG Channel 10 for Working with Memory Care Patients
Vocatus Chief Barketing Officer Rolex took time out of his busy schedule to volunteer his time to help the residents of Your Life Memory Care in Coconut Creek, Florida, interact with dogs to help with their therapy.
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.
Vocatus CEO Ray Hennessey Named to the 2025 InvestmentNews Hot List of Top Executives in Financial Services
Vocatus CEO Ray Hennessey Named to the 2025 InvestmentNews Hot List of Top Executives in Financial Services We are pleased to share that our CEO Ray Hennessey was named to the InvestmentNews Hot List of 2025, recognizing the top 100 leaders shaping the wealth management industry. Our entire team is honored to be recognized for […]
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. […]
Lessons for Financial Executives from a Software CEO’s Coldplay Kiss-Cam Fiasco
The apparent CEO affair caught on a jumbotron at a Coldplay concert holds many lessons for executives in how to come back from a crisis.
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 […]
Vocatus Named a Finalist in the 2025 WealthManagement.com Industry Awards for Best PR Campaign
Vocatus Named a Finalist in the 2025 WealthManagement.com Industry Awards for Best PR Campaign We are pleased to share announce that Vocatus has been named a finalist in the Wealth Management 2025 Industry Award for Best Client PR Campaign. For the second year in a row, Vocatus has received the recognition, which centers on its […]
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 […]