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. […]
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, […]
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 […]
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 […]
Vocatus Named a Finalist in the 2024 WealthManagement.com Industry Awards for Best PR Campaign
Vocatus Named a Finalist in the 2024 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 2024 Industry Award for PR Campaign of the Year. Vocatus received the recognition, which centers for its work for client Callan Family Office, a […]
Own Up and Move Forward from a Crisis: Reputation Expert Ray Hennessey Explores Elements of a Lasting Apology in a New Book, Beyond Sorry
Own Up and Move Forward from a Crisis: Reputation Expert Ray Hennessey Explores Elements of a Lasting Apology in a New Book, Beyond Sorry BOCA RATON, Fla. | May 08, 2024 12:00 PM, Eastern Everyone messes up. In relationships. In business. In life. It’s a fact of human nature that we’re flawed. People aren’t inherently bad, but […]
If the Brontosaurus Can Make a Comeback, So Can You
If the Brontosaurus Can Make a Comeback, So Can You Even dinosaurs can make a comeback. Many of us get to a point in our careers or our businesses where we somehow feel irrelevant, where markets or people around us seem to be evolving beyond our abilities, knowledge or desire. We get stuck, and, if […]
There’s Power in Optimism in Your Messaging
There’s Power in Optimism in Your Messaging While there’s no way to compel people to be optimistic, financial advisors can play a role in helping people make that choice by the way they choose to speak with clients. In a guest column in Advisorpedia written during the Covid era, Ray Hennessey, CEO of Vocatus, wrote […]