Elevating the regional and national footprint with publicity.

Telemus Capital, a Southfield, Michigan-based Registered Investment Advisor firm managing approximately $3 billion in investment assets for high-net-worth individuals and families, reached out to Gavin about elevating its brand in the Chicago region and nationwide through public relations.

The boutique wealth management firm has a robust marketing program in the Detroit metro area that includes weekly emails to clients and a quarterly newsletter. Telemus also has a cadre of firm leaders who oversee annual webinars on industry topics and firm news, and the company is very active on multiple social media channels through advertising and retargeting efforts to drive business growth.

Gavin was brought in to supplement the firm’s publicity effort outside of Detroit and expand media outreach in Chicago, a market the firm entered into the last few years through an acquisition. Telemus was also looking for key advisors to secure more media opportunities at a national level through trade and business outlets around trending financial planning and investment topics and to showcase firm growth and specialized services.

Exceeding Media Goals

Our team focused on creating a comprehensive and custom public relations strategy that would elevate multiple financial advisors and investment management professionals at Telemus as expert commentators. Their target audience was high-net-worth individuals, families and foundations, as well as potential employees and other independent advisory firms they may acquire in the future.

Gavin pinpointed areas of financial life management, including financial planning, investment management, insurance, and growing industry trends such as cryptocurrency for positioning the Telemus team as thought leaders. Our team also worked closely with the firm’s marketing leads to expand blogs and newsletter content, while showcasing media articles at the regional and national levels that included advisor news and commentary.

The outcome was significant and resulted in a series of national placements, including in the Wall Street Journal and Forbes, immediately elevating the firm’s market presence. These efforts would help cultivate a cadence of media coverage in national business outlets such as Money, and industry publications such as Financial Planning and Financial Advisor.