How a Broker-Dealer Elevated Its Research Division w/Institutional Investors

Client Description

Sterne Agee: Financial Services / Broker-Dealer / Equities

Snapshot

• Average of 750 media placements monthly in premier financial publications (print + online)

• Average of 25 TV appearances monthly on CNBC, Bloomberg Television, Fox Business, BNN, CNBC Europe & Asia

• TV viewers of more than 250,000 a day

• Print circulation of more than 10 million a day

Objectives

• To raise Sterne Agee’s visibility and credibility with clients, stakeholders, and the investment community at large – institutional and retail.

• To grow the company’s research division for a possible sale.

Methods

• Leveraged relationships with producers to continually place analysts and strategists on financial TV and radio.

• Monitored financial news trends to develop pitch angles.

• Utilized analysts’ research notes to obtain media.

• Arranged media tours and meet and greets.

Results (Annual)

• Financial TV (CNBC, FBN, Bloomberg) 243 times, or about once every business day.

• The Wall Street Journal - 246 times, or about once a day.

• Top tier print and digital media – Financial Times, Barron’s, Bloomberg, New York Times, Reuters, Fortune, Forbes, MarketWatch, Investment News, Money, TheStreet, Business Insider – 8,600 times, or about 35 a day.