SEC Ruling Leads to New Marketing Opportunities for Financial Businesses


The Importance of Online Reviews
Are You Taking Advantage of the New SEC Ruling?

Did you know that 90% of consumers read online reviews before visiting a business? These reviews have been shown to impact nearly 70% of purchasing decisions, according to Forbes Magazine. A new SEC rule allows financial companies to post online customer reviews starting May 4.

Are you ready to grow and invest in a marketing communications strategy?  You may not require a full-time resource for this, but having a strategy beyond just asking clients for reviews will make a big difference in how you benefit from the new ruling. We have experienced marketing communications professionals who will be dedicated to helping your business on a part-time or project basis. See below for a just a few examples of the kinds of candidates that can help you capitalize on this new SEC rule.

Marketing/Business Development
L.S. (Arlington, VA)

  • Creative marketing professional with strong e-marketing and writing and editing skills, with a focus on helping small businesses create client loyalty and retention.
  • Clients include CPA firms, financial advisors, independent business owners operating under Wells Fargo, FedEx Wordwide etc.
  • Director of Marketing and Business Development for CS Crocker Communications, an integrated marketing, advertising and public relations agency. Created and implemented high-impact marketing campaigns for a bank client
  • Held communications positions at Reusch International (financial services, $10B sales), including Manager of Corporate Communications where she built a four-person communications department from the ground up
  • BA in Communications from American University


Marketing/Public Relations
M.B. (Oakton, VA)

  • Seasoned public relations and marketing communications professional, with a specialization in financial policy issues
  • Successfully launched economic security initiatives in the areas of: savings and investing, retirement planning, employment and re-careering, consumer fraud education, Social Security claiming strategies, mortgages, and taxation for AARP
  • Previously held positions in the financial services industry, serving as Director of Public Relations and a member of the Marketing/Communications departments at Folio Investing and Edelman Financial Services
  • Bachelor’s degree in journalism from Penn State University


L.W. (Arlington, VA)

  • 20+ years of marketing and communications experience working with nonprofits, startups, and mid-large size organizations, including in the financial industry
  • Executive Director of Publications at the American Financial Services Association. Wrote content and managed teams of graphic designers and web developers to produce digital, video, and print marketing materials for the association’s nine departments
  • Advanced skills managing websites using WordPress and Squarespace and email campaigns using Mailchimp, RealMagnet, and Constant Contact. Advanced user of Twitter, Facebook, YouTube, LinkedIn and Instagram and proficient in analytics platforms including Google Analytics, Sprout Social, BuzzSumo, Moz, SEMrush, Twitter Analytics, and Facebook Insights
  • BA in Communications from American University an Award of Achievement certificate in Digital Analytics from the University of British Columbia


Marketing/Digital Communications
R.G. (Oak Hill, VA)

  • SEO-skilled web content manager and digital communicator with experience creating and polishing content at organizations ranging from Fortune 500s to small businesses
  • Online and digital content manager for a banking institution. Managed websites, ensured accuracy of product information, optimized sites for search results, and audited link integrity and site functionality
  • Created and managed website content that generated millions of page views and advertising traffic
  • Advanced proficiency in several CMS tools, Search Engine Optimization, Google Analytics, and Search Console, Photoshop, and MS Suite
  • BA in Communications/Broadcast Journalism from the University of Miami and a Master Certificate in Internet Marketing from the University of San Francisco


Nan Cox, Account Executive

If you’d like to see resumes, please fill out the form below or call me at 703-963-1738. I can also be reached at I look forward to speaking with you!

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