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Beth Home
• Lisbeth
Wiley Chapman |
Curriculum Vitae Ink & Air specializes in delivering clients and assets to independent financial advisory firms, mutual fund companies, broker/dealer firms, CPA firms, independent insurance agencies, and e-commerce companies offering financial products and services to the financial advisor distribution channel. Beth designs and implements strategic media and web communications campaigns. She is skilled in client advocacy and in translating client viewpoints into trend-based news stories. She is a sought-after speaker to audiences of financial advisors on the strategies for marketing professional practices. She regularly places stories and develops interview opportunities for her clients with The Wall Street Journal, New York Times, USA Today, Barron’s and national, regional, local, trade and professional publications, as well as broadcast outlets. She is the author of “Get Media Smart! Build Your Reputation, Referrals and Revenues With Media Marketing,” a professional development program specifically written for financial advisors, available online at www.inkair.com. Her next book “Adding Value: 101 Ways to Leverage Loyalty With Your Best Clients” will cover the traditional and non-traditional techniques for marketing an investment advisory firm. Financial Services Industry Background: From 1994 to 1996, she was the consulting media director for Charles Schwab & Co., Inc., Institutional Division Annual Conference, responsible for developing interest on the part of the national financial media in covering what is now called Schwab Impact. Previously, Beth was Vice President, Public Relations for The Putnam Companies, Boston, helping meet corporate goals by setting the agenda on trend stories with the financial media. Beth edited the first 20 issues of Financial Services Times, later known as Financial Services Week, a national trade publication providing practice management and trend analysis for financial planners, accountants, bankers, and insurance agents.
Activities: She served as a consultant to the Brandeis-based National Policy and Research Center for Women and Aging, responsible for media relations for their “Women and Financial Planning” Survey Report. She has served on the Board of Advisors to the Boston University Program for Financial Planning and as a Board Member of the Boston Chapter of the International Association for Financial Planning (IAFP) for three years. She sings weekly in her Episcopal church choir and a community chorus, writes and publishes coming-of-age memoirs periodically in the Cape Cod Voice, and is able to watch an incredible variety of songbirds and raptors from her home office inside the Cape Cod National Seashore, a national park on the Outer Cape. Academia: She is a graduate of the University of Maine, with a B.S. in History and Government. She earned an M.A. degree from the University of Missouri in Journalism. She was a member, for seven years, of the faculty of the University of Missouri School of Journalism. Speaking: She has lectured and presented seminars on media strategy to the following:
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