Providing advisory services since 2003, the firm’s primary goal was to increase brand exposure of advisors and Kovitz offices in the Midwest and West Coast. It also wanted to elevate its four-decade-old newsletter, The Prudent Speculator, to reach retail investors as subscribers and future Kovitz clients.
Kovitz wanted to continue building on past media successes in national business and finance outlets, as well as larger trade publications, to expand its national reach as a value-oriented wealth manager and publisher of one of the country’s most successful investment newsletters.
The wealth management firm had been growing its marketing program and content development strategies, including blogs, white papers and other market commentary, to showcase firm leaders and talk about key financial planning and investment topics to enhance its business development efforts.
Gavin’s team of senior media relations strategists was hired to secure more quality media opportunities for firm leaders, including the editor of The Prudent Speculator and senior partners, to be quoted at a national and trade level. Kovitz also wanted support on reaching more regional media around firm news, including an office move, advisor and team accolades and industry partnerships.