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Content tagged "Jason Lahita"



Jason Lahita: We marketing mavens had determined to tweet until our fingers bled.

How a Twitter 'storm' extended the MarketCounsel Summit from hundreds to thousands of people and showcased the potential of tweets
A PR team discovers the value of the ubiquitous social media tool but also the perils inherent in sending your 140-character stream of consciousness through the ether

Friday 1.3.14
Jason Lahita: I remember hesitating, dancing in place as I considered the threat, in the span of seconds.

What I experienced as a passenger in LAX when the bullets started to fly
The reality sunk in more as I stood with a TSA agent with blood on his ankle

Saturday 11.2.13
Josh Brown -- right -- with partner Barry Ritholtz: Our message of simplifying your portfolio, passive investing, and putting the bulk of assets in index funds gets a little fuzzy when on the other side of the wall they're pitching hedge funds.

Mystery solved: Josh Brown and Barry Ritholtz start RIA -- or is that actually where the intrigue begins
After a couple of years of 24/7 tweeting and blogging, the duo is poised to scoop up talent on the cheap, keep it simple and dare to offend but experts say they also need to avoid 'talking heads' syndrome

Friday 10.11.13
John Michel penned the letter to clients of BloombergBlack alerting them that his company -- for now -- is withdrawing from the investment advisory business.

Bloomberg warns that BloombergBlack is shutting down
The move toward a 'very quick death' shocks virtually everyone as the New York data giant alludes to its plans to offer financial advice down the road

Thursday 7.25.13
Walter Bettinger: There was a period late yesterday in which wait times were excessive.

Schwab CEO issues 'sincere' apology, reassures on data security and calls attacks a 'fact of life' after website goes down
Walt Bettinger also declares mea culpa surrounding long wait times for telephone service late on Tuesday

Thursday 4.25.13
Jason Lahita: This was scarier than anything I'd ever experienced, and made the 'difficulty' of the decision seem laughable.

How my experiences with RIA pioneers, and the love of my mother, inspired me to a different breakaway story
Jason Lahita had mentoring from Joe Duran, Ron Carson and Mindy Diamond but his mother's early onset dementia gave him the final nudge to take a risk

Monday 2.18.13
Stuart Miller: Our time horizon is another 25 years. Theirs is three.

Cetera rebrands divisions in its own name, but $1-billion advisor defects to a rival startup
Cetera says the move will help advisors attract clients, but RMR Wealth Builders, seeing it as prelude to a sale, has signed on with IEP Financial

Tuesday 9.18.12
Rep. Spencer Bachus fired off a WSJ Op-Ed pushing for his bill two weeks after he had tabled it -- leaving advisors gobsmacked.

Amazed and confused: Advisors struggle to make sense of Bachus' Wall Street Journal Op-Ed salvo
House panel chief dives back into the oversight fray, but confusion persists over timing, intentions

Tuesday 8.7.12
Jason Lahita: Words like "egregious," "sloppiness," and "stupid" were used ... by Jamie Dimon.

How JPMorgan's PR mojo downgraded a $3-billion PR typhoon to a five-day squall
Availability, self-criticism and starting from a position of credibility all helped short-circuit the relentless media laser

Wednesday 5.23.12
Jason Lahita: Would [The New York Times] have published [the op-ed] four years ago? I doubt it.

Opinion: How Goldman Sachs exposed its jaw to a massive PR blow from The New York Times' op-ed page
The investment banking giant showed reporters little respect for years, and bringing on a new communications chief came a little too late

Monday 3.19.12
Mark Matson: It has the opportunity to be a very controversial show.

RIA/advisor coach Mark Matson invests half a million in a public television special
Matson is using the TV show, his book and personal appearances to spread his investment-strategy gospel

Monday 1.30.12
Bill Gross is every PR person's fantasy client according to Cognito's Jason Lahita.

The Grossian formula for PR: Why Bill’s press is good press, even when it’s bad
You too can reach the PR mountaintop and weather bad press by following Gross' example -- here's how

Wednesday 1.11.12
Jason Lahita: Even Netflix's CEO has not given up, and he's endured one of the worst PR and marketing debacles I've ever seen.

Your public relations horror story: It's not as grim as you think
News cycles are fleeting so pick your battles wisely

Tuesday 11.1.11
Jason Lahita: Trying to somehow gloss over this or claim it was justified would pour gas on the fire - take your lumps for an honest mistake and move forward.

Schwab's rapid response to letter snafu seems to be smoothing ruffled feathers
The custodian garnered praise for its straightforward apology, but does the blunder point up a larger conflict of interest?

Thursday 8.25.11
Jason Lahita:  It is similar to going to court - sure, you can represent yourself but above a certain level you'll probably be outmatched and under-prepared for the experience.

Advisors should go all-in to make PR worthwhile – otherwise, steer clear
Becoming a journalistic source takes planning, time, commitment and an enjoyment of the process

Wednesday 8.3.11

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