XML Financial Group, a Rockville, Maryland-based independent wealth and investment management firm with approximately $3 billion of client assets with its affiliated broker dealer, partnered with Gavin to help elevate its brand story for its mass affluent audience with $500,000 to $5 million in assets.

The firm’s primary goal was to increase brand exposure and secure more media opportunities in the Washington, D.C., region and nationally through business finance and trade publications, with an emphasis on the leadership team. XML was also embarking on a large regional acquisition and wanted to highlight the team growth.

The boutique wealth management firm had been scaling up its marketing program and content development strategies, including webinars, newsletters and utilizing social media channels and multimedia formats, to showcase firm leaders and talk about key industry topics to enhance its business development efforts.

Gavin’s team of senior media relations strategists was hired to open publicity channels and create opportunities for firm leaders to be quoted at a local, regional, national and trade level to increase awareness of the firm and showcase its continued growth. The media exposure would be emphasized in firm marketing to clients, prospects and potential partners and talent seeking opportunities with XML.