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Establishing Influence in Wealth Management

Positioning the CEO of an investment management firm as an industry expert and thought leader

The Challenge

A successful, New York-based investment management firm approached us with the goal of furthering company objectives, including brand awareness, lead generation and credibility, by leveraging and amplifying the leadership and influence of the company’s CEO.

Device Frame
The Action
  • We created a calendar of industry hot topics related to the CEO’s interests and expertise, pulling from media coverage such as interviews and television appearances to hone positioning
  • Upon approval, we conducted research to support each blog topic and hypothesis, combing through both company-owned content and reliable third-party resources
  • We executed two blog posts per month, adhering to an authentic tone and voice, and published the content to the CEO’s personal LinkedIn page
  • All content was then shared and repurposed on the main company page to maximize exposure and impact
  • Thoroughly research and create social media content that is authentic to the executive’s tone while also providing insightful and valuable information to followers
  • Engage in proactive outreach to accelerate follower growth on LinkedIn, a key B2B platform
The Action
  • We created a calendar of industry hot topics related to the CEO’s interests and expertise, pulling from media coverage such as interviews and television appearances to hone positioning
  • Upon approval, we conducted research to support each blog topic and hypothesis, combing through both company-owned content and reliable third-party resources
  • We executed two blog posts per month, adhering to an authentic tone and voice, and published the content to the CEO’s personal LinkedIn page
  • All content was then shared and repurposed on the main company page to maximize exposure and impact
Device Frame
The Results
95%

Achieved an engagement rate per post per follower that is 95% higher than the company’s content

Implementing a consistent social media program led to increased average monthly engagement by 70% in two months

50%

Improved the CEO’s visibility by increasing weekly profile views by 50%


Thought Leadership in the Age of Social Media

A Guide to Successfully Building Executive Social Presence

While the benefit of a strong corporate social presence is indisputable, recent research shows that we should be shining a spotlight on the leaders behind those brands as well. 

 

Getting your leadership team started on social media can feel like a daunting task with a myriad of unique risks and challenges, but this whitepaper provides practical advice and can serve as your playbook to get started.

Thought Leadership in the Age of Social Media

A Guide to Successfully Building Executive Social Presence

While the benefit of a strong corporate social presence is indisputable, recent research shows that we should be shining a spotlight on the leaders behind those brands as well. 

 

Getting your leadership team started on social media can feel like a daunting task with a myriad of unique risks and challenges, but this whitepaper provides practical advice and can serve as your playbook to get started.