Tag: Press Play
From Financial Journalist To Lead Dad with Paul Sullivan (Ep. 5)

From Financial Journalist To Lead Dad with Paul Sullivan (Ep. 5)

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Are you ready to dive into the evolution of journalism over the past 25 years? 

Gain insights into the changing landscape of journalism, the impact of social media, and the importance of nurturing connections.

In this episode, Elena Krasnow and Jimmy Moock are joined by Paul Sullivan, a financial journalist, author, and founder of the Company of Dads, to talk about his experience in the field. Discover how Paul’s journey led him to coin the term ‘Lead Dad’ and establish an inspiring platform. Tune in for engaging discussions on behavioral finance, personal finance books, and the selection of wiser choices.

Paul discusses: 

  • What it was like beginning his career at Bloomberg
  • How journalism has changed over the course of his 25-year career
  • How the changes in publishing have affected reporters’ work
  • How journalists connect with their network
  • A few of his favorite lessons learned while writing the Wealth Matters column, as gleaned from conversations with wealth planning and investment management executives
  • What a Lead Dad is, how he became one, and how that motto evolved into the philosophical underpinning of the Company of Dads platform
  • And more

Resources:

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Connect with Paul Sullivan:

About our Guest: 

Paul Sullivan is the founder of The Company of Dads, the first platform dedicated to creating a community for lead dads. Its mission is to help Lead Dads feel less isolated and more confident that they have made the correct choice to take on the bulk of the parenting and family duties, or at the very least, not embrace stereotypes around who does what at home. 

Previously, Paul wrote The New York Times’ Wealth Matters column for 13 years, and also was the mastermind behind the Money Game column in Golf Magazine. As a journalist for 25 years, Paul got his start as a reporter at Bloomberg and Institutional Investor. From 2000 to 2006, he was a reporter, editor, and columnist at the Financial Times, and has also written for publications like Fortune, Money, Conde Nast Portfolio, The International Herald Tribune, Barron’s, the Boston Globe, and Food Wine. Paul is the author of two books, Clutch: Why Some People Excel Under Pressure and Others Don’t and The Thin Green Line: The Money Secrets of the Super Wealthy. He has been interviewed on podcasts, radio and television programs across America, including NPR Marketplace, CNN, and Fox News. Paul has also given keynotes to audiences ranging in size from 50 to 500 people, spanning the United States, Mexico, and Chile. Today, he lives in Connecticut with his wife and their three daughters and three dogs. When he is not running the company of dads, he is an obsessive golfer.

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From Cold Call Sales to Crime Reporting: The Unconventional Journey of Justin Mack (Ep.3)

From Cold Call Sales to Crime Reporting: The Unconventional Journey of Justin Mack (Ep.3)

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In this episode of PRess Play: The StreetCred Podcast, the hosts interview Justin Mack, wealthtech reporter at Financial Planning, a well-established industry publication that serves an engaged audience of financial advisors and wealth managers. He discusses his journey into journalism, his approach to collaborating with public relations professionals, and his current work. Justin also shares valuable insights into the importance of kindness, journalistic integrity, and the role of technology in the financial services industry. 

One of the most valuable lessons from this podcast is the importance of approaching every interaction with kindness and understanding, regardless of the industry. Justin emphasizes the need to remember that behind every email or missed call is a person, and that interactions may not always be perfect. 

Justin discusses: 

  • How he found his area of expertise as a reporter–and how he stays competitive!
  • How he established his creative voice as a journalist
  • How he weeds out the “bad” stories–finding reliable sources, working with anonymous contributors, and preserving his reputation
  • His interests outside journalism and how they inspire his work
  • …and more

Resources:

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Connect with Justin Mack:

About Justin Mack:

Justin is the wealth tech reporter for financial planning as well as the host and lead editorial producer of the Financial Planning Podcast.

The Cleveland, Ohio native earned his bachelor’s degree in communication and political science from Purdue University before spending more than a decade as a USA Today network journalist with the Lafayette Journal and Courier and the Indianapolis Star. His work as a reporter, anchor, moderator, and host has earned him awards for coverage across a multitude of verticals, including crime, politics, pop culture, business breaking news and investigations.

Justin also serves as a board member for the Indiana Professional chapter of the Society of Professional Journalists. In addition to exploring the role technology plays in the lives of advisors on a daily basis, Justin also covers efforts to address the diversity and cultural issues that have plagued financial services for generations.

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Weaving Together PR and Marketing with Kelly Waltrich (Ep. 2)

Weaving Together PR and Marketing with Kelly Waltrich (Ep. 2)

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Given the substantial overlap between public relations and marketing, firms stand to benefit from a tight-knit collaboration between these two vital teams. 

In this episode, Elena Krasnow and Jimmy Moock speak with Kelly Waltrich, co-founder of Intention.ly, about her journey in financial services marketing. Kelly shares her story of why she decided to become an entrepreneur and start Intention.ly before passionately discussing how public relations and marketing strategies complement each other. She also provides tips on how to vet and establish a quality partnership with marketing agencies. 

Kelly discusses: 

  • Why she decided to become an entrepreneur and launch Intention.ly
  • Her experience at previous firms, going through an acquisition and merging departments while also keeping her clients at the forefront
  • How PR and marketing strategies complement each other
  • Intention.ly’s growth and her hiring process for the firm
  • The green and red flags to look for when evaluating prospective marketing agencies
  • What she would be doing if she weren’t working in financial marketing services
  • What she does for fun outside of the workplace
  • A moment of gratitude for Edmond Walters
  • And more

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Connect with Kelly Waltrich:

About our Guest: 

For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization’s growth and overall success than a well-run marketing and communications team. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both companies. She designed the strategy behind several successful rebrands, acquisitions, and product launches – including spearheading the development of two advisor marketing products – while creating unmatched overall brand visibility and helping to turn company executives into industry thought leaders. Through forward-thinking demand generation, PR, and product marketing, Waltrich created a consistent inbound pipeline for both firms, driving CAC down and SOV up.

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Welcome to PRess Play: The StreetCred Podcast! (Ep. 1)

Welcome to PRess Play: The StreetCred Podcast! (Ep. 1)

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Welcome to PRess Play: The StreetCred Podcast, where financial services meet credibility marketing!

Get ready for captivating conversations with industry leaders, journalists, and top influencers — including the various twists and turns that led them to where they are today.

In this inaugural episode, Elena Krasnow, Jason Lahita, and Jimmy Moock unravel StreetCred PR’s fascinating origin story, shed light on their biggest learnings from decades of PR experience, and set the stage for what listeners can expect from future episodes.

Elena, Jason, and Jimmy discuss: 

  • PR missteps from early in their career — and the wisdom gained from those experiences
  • What ignited their passion for financial services PR
  • StreetCred PR’s core values, vibrant company culture, and future plans
  • Their personal hobbies and interests (a glimpse into the individuals behind the expertise!)
  • And more

Resources:

Connect with StreetCred PR:

About our Guests: 

Elena Krasnow is a dynamic member of the StreetCred PR team who plays an essential role in several key aspects of the day-to-day agency activities. As an experienced writer and editor, she utilizes her written communication abilities to help manage the production and output of high-quality editorial content for clients. With her high degree of emotional intelligence and unwavering commitment to StreetCred’s high standard of client service, she is adept at making clients and teams feel valued while establishing strong, lasting relationships.

Jason Lahita, with a background in PR at United Capital Financial Advisors and an MBA from UC Irvine, took the leap and established his first PR agency in 2012. In 2018, he returned to his roots of working within RIAs when he joined Integrated Partners—a fantastic financial firm that evoked memories of his time at United Capital. Jason spearheaded their PR efforts for two years before venturing into a new phase in 2020. Thus, StreetCred PR was born, with Integrated Partners as its inaugural client. With the addition of new clients and a team of exceptional professionals, StreetCred PR has since gone from strength to strength. 

Jimmy Moock has, for the past 17 years, led campaigns for a diverse range of clients in the financial services ecosystem, including registered investment advisory firms, mutual fund complexes, hedge funds, ETFs, family offices, and more. As the legend goes, Jimmy’s prowess in public relations was apparent during his summer internship in 1998 when he secured a client appearance on CNBC’s “Power Lunch” within his very first week on the job. Building on this early success, he immersed himself in the fast-paced and highly creative public relations landscape of New York City. Jimmy has since played a pivotal role in shaping countless C-level executives’ critical business communications initiatives.

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