Skip to main content

Establishing Influence in Wealth Management

Positioning the CEO of an Investment Management Firm as an Industry Expert Through Thought Leadership Marketing

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.

The Action

  • A core pillar of our thought leadership marketing was creating 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 Results

95

Higher engagement rate per post per follower than the company’s content

70

Increased average monthly engagement in two months from social media content

50

Increase in CEO’s weekly profile views