Attracting High-Value Finance Prospects through Visbility

Expanding Reach through PR and Digital Advertising

Adero partners | results first

206%

higher clicks

on Google Display *compared to industry average.

92%

of site visitors

driven by
digital ads

270%

increase

in LinkedIn followers

$12.2B

Total Reach

In their words

GAVIN’s digital campaign helped attract qualified leads,

The Challenge

Adero Partners, a California Bay Area-based wealth management firm with approximately $4B AUM, sought to position its team as thought leaders on complex tax and planning strategies while elevating its profile among high-net-worth individuals and tech-focused prospects in a highly competitive financial landscape.

the solution

To reach high-net-worth, tech-focused individuals and amplify the firm’s presence across digital channels, GAVIN implemented a visibility-centered PR strategy. Strong PR results led to parternship expansion through a custom digital campaign across Google and LinkedIn to build credibility and generate qualified leads among the firm’s most valuable audiences.

our approach included

  • Sustained media relations outreach to top-tier local, national and trade publications, reinforcing brand and thought leader credibility
  • Created compelling narratives in alignment with Adero’s areas of experience, specifically qualified small business stock and exchange funds.
  • Customized a targeted digital advertising campaign through Google Search, Google Display, and LinkedIn to drive traffic to Adero’s owned content

the execution

Public Relations Strategy

GAVIN secured consistent national and trade media coverage on key topics such as qualified small business stock and exchange funds, establishing Adero Partners as a credible thought leader in the industry and expanding its visibility
among key audiences.

Digital Advertising

Through Google Search, Google Display and LinkedIn advertising initiatives connected to the firm’s strongest owned content on qualified small business stock (QSBS) and exchange funds, GAVIN positioned the firm to deepen engagement with highly targeted audiences, generating a greater volume of qualified leads.