Building trust and loyalty is core to our strategy.
Gavin engages with wealth management firms, credit unions, banks and other financial institutions across the Mid-Atlantic region and nationwide to improve their brand position through earned media placements, thought leadership content, strategic media buys and comprehensive digital marketing strategies.
Our team of communications strategists, former reporters and public relations professionals cultivate relationships with thought leaders and leverage extensive contacts at media networks across the country to identify reliable sources for reporters on tight deadlines and deliver consistent and timely media wins for our clients. Our work has delivered click-worthy, front page, above-the-fold media coverage for leading boutique and independent wealth management firms and financial clients at the local, regional, national, and trade media levels.
Finance Case Studies
Community First Fund – Credit Union
XML Financial Group
Kovitz Investment Group
Community First Fund
Creating Connections and Loyalty
We offer fully integrated marketing services to build strong brand relationships to attract customers, clients, prospects and talent to support the long-term business goals of your firm or institution.
Positioning Our Clients as Thought-Leaders
Brett Bernstein, CEO and Co-Founder of Rockville, Maryland-based XML Financial Group, appears on The RIA Podcast with Seth Greene. The podcast features top financial executives who share tips on successfully managing their firms, growing their businesses and influencing the industry.
Transitioning From (Divorce) Attorney to Financial Advisor
Patrick Kilbane, Partner and Director of the Divorce Advisory Group for Ullmann Wealth Partners in Jacksonville Beach, Florida, joins the Financial Advisor Success podcast with Michael Kitces, a popular blogger and advisor.
Our Services include:
- Brand Strategy
- Drafting Press Releases/Advisories/Op-eds
- Media Relations
- Story/Topic Pitching
- Media Opportunity Coordination and Follow-ups
- Media Prep
- Thought Leadership
- Feature Story Placement
- Social Media Management
- Website Development
- Digital Marketing
- SEO/SEM Services
- Creative Design
- Video Templates/Video Editing
- Email Marketing/Newsletters
- Corporate Communications
- Video Content