April is Financial Literacy Month – a time when communications pros dish out the 411 on all things money management, Wall Street investing and long-term financial planning. At GAVIN, we support a national roster of wealth management and financial planning firms across healthcare, HR, consumer, financial family offices, aerospace, retirement, and other emerging industries.
As wealth managers and registered investment advisors help their own customers make smart money moves, GAVIN works behind the scenes to ensure our finance clientele gain digital and media exposure to build their reputation, generate new business and accelerate brand awareness.
Here’s a look at a few finance partners we’ve had the pleasure of working with over the past year:
RECRUITING A NEW LOOK: EMPLOYEE BENEFITS PROVIDER ‘SENTINEL GROUP’ GETS REBRAND
GAVIN’s creative and public relations teams teamed up to give Massachusetts-based Sentinel Group a 360-degree brand makeover. The leading employee benefits administrator went from stale and pale to green and pristine with a fresh emerald logo, updated Brand Guide, and rebranding debut video – setting the stage for an ongoing media relations campaign to secure coverage in notable business, healthcare and local news publications.
We amplified Sentinel’s “make it easy” mission by streamlining the visual and interactive elements of its brand. This not only made the group’s name and image more recognizable but also paired well with strategic op-eds from leaders and creative company messaging that landed our client in BenefitsPro, Boston Business Journal, HR Dive, and finance outlets catering to desired executive decision makers to support business development efforts.
The 12-month PR campaign reached over 570 million viewers with a digital and print advertising equivalent of more than $5 million.
ONE BIG HAPPY FAMILY OFFICE: BRAND AWARENESS PLUS BUSINESS LEADS FOR ‘BARTLETT WEALTH MANAGEMENT’
In the world of publicity, there’s no better one-two punch than merging paid and earned media – and that’s exactly how GAVIN helped Bartlett Wealth Management generate 1.5 BILLION views through public relations and an additional 1.7 million impressions through strategic advertising.
Bartlett – an Ohio-based firm that specializes in financial management, family office services, and business wealth strategies – set out to increase national brand awareness and elevate senior spokespeople through a partnership with GAVIN’s seasoned PR team. Bartlett’s goals were well exceeded through top-tier news placements in The Wall Street Journal, Forbes, CNBC, and more. GAVIN’s plethora of reporter contacts also led to financial industry coverage spanning Barron’s and personal finance sites such as GoBankingRates.
Our digital team surpassed advertising benchmarks, creating high viewership and running effective yet low cost-per-click (CPC) opportunities on Google Ads and paid social campaigns on LinkedIn.
MULTIMEDIA CAMPAIGN FRESHENS DIGITAL ASSETS, WITH THOUSANDS OF WEBSITE VISITS
Thought leadership, newsletters, and a video series melded together in full client brand development when GAVIN partnered with Wayman Value Investing. In nine short months, Wayman, a Michigan-based research and value investing publishing company, appeared in 129 earned media placements and generated 6,800 website visits under GAVIN’s holistic approach of updated owned content, a refined newsletter series, wireframe and digital creation, updated company messaging for Wayman’s founder, and social media amplification.
In this multimedia campaign, GAVIN helped influence public perception and empowered the client with an optimistic tone when reaching its key audiences of investors, clients, and the press. From Barron’s and The Wall Street Journal, to local and regional media hits, Wayman reached 184 million digital viewers as GAVIN built the client’s new brand from the ground up.
LET GAVIN ACCELERATE YOUR FINANCIAL SERVICES BRAND INTO NEW MARKETS
GAVIN’s media practice works year-round, extending well beyond Financial Literacy Month. However, in April we recognize our achievements and demonstrate extra pride particularly within the finance space.
If you’re a wealth management firm, tax advisory practice, or retirement planner, GAVIN has the media connections – or bonds, if you will – needed to advance financial companies toward greater exposure, a deepened client base, and refined communications tactics. We also lead media efforts for credit unions, community development financial institutions, and other financial service entities.
Contact us today to learn how we can help you secure media hits and deploy a holistic digital marketing and branding campaign to propel your financial services organization to the next level: [email protected].
