How a Financial Firm Grew AUM from $125M to Over $550M
Snapshot
Average of 10 media placements in premier financial publications (print + online) and two TV and radio appearances monthly on CNBC, Fox Business, Bloomberg, BNN Bloomberg, Yahoo! Finance Live, and Reuters TV.
Since retaining Razor Sharp PR, the client has nearly tripled its assets under management (AUM) from $125 million to more than $550 million.
Client Description
Boutique Financial Services / Wealth Management firm based in Tallahassee, Florida.
Objective
To position and establish Brett Ewing and First Franklin as a leader in wealth management strategy to grow their clientele, especially in Florida.
Challenges
Even though they’ve been around for a long time with a stable client base, First Franklin was looking to grow substantially. But they had the problem of potential clients not knowing about the firm or not understanding how valuable their wealth strategies could be to their portfolios.
Services Deployed
Razor Sharp PR helped develop a regular stock market note from Brett on his insights into market activity and direction, as well as his take on important sectors and trends, such as COVID-19’s impact on the economy and markets. We continue to utilize these frequent notes to land both local Florida and national financial media to introduce, validate, and convince potential clients that working with Brett and First Franklin is in their best financial interest.
In addition, we began producing by-lined articles and opinion pieces from Brett on hot financial topics that we place in key publications like Financial Advisor Magazine and Investment News. These again serve to build the First Franklin brand among possible clients.
In addition, constantly monitoring financial, business, and wealth management news trends make it possible to insert Brett into the news as an expert source. For example, when the Fed raises rates, or the U.S. puts tariffs on China or other countries, we can get First Franklin into the news.
Lastly, we also employ an old tactic to build rapport with media: meet with reporters and editors one-on-one.
Results
Regular placements in top tier Business and financial TV, radio, print, and digital media outlets like CNBC, Fox Business, Bloomberg, Reuters TV, The Wall Street Journal, Financial Times, Reuters, Bloomberg, New York Times, USA Today, Forbes, MarketWatch, Associated Press, Chicago Tribune, MSN Money, Investment News, TheStreet, Business Insider, and U.S, News & World Report.
Massive increase in First Franklin’s AUM from $125 million to more than $550 million.
Client Quote
"Razor Sharp PR's strategic counsel and execution has resulted in consistent media placements and interviews for our growing wealth management firm. They regularly place us in the national business and financial media and have secured regular monthly interviews with local Tallahassee outlets. And the best part is the visibility has really helped grow our brand and client base."
Brett Ewing, chief market strategist First Franklin Financial Services