CASE STUDY

Evolving an investment expert from thought leader to preeminent source

Summary

An investment expert at the wealth management arm of a multinational bank wanted to strengthen their visibility and reputation as a trusted authority in the competitive investment space.

Goal

Position the client as a leading financial commentator and thought leader, securing consistent coverage in top-tier financial and mainstream media outlets.

Action

Over a multiyear engagement, Zumado:

  • Built and refreshed extensive media lists with hundreds of targeted reporters.

  • Monitored breaking market and economic news to identify rapid response opportunities.

  • Developed monthly calendars of key economic events for proactive outreach.

  • Executed a tailored media strategy that positioned the client quickly and effectively on reporters’ radars while minimizing their time commitment.

Result

The client was consistently quoted in leading outlets such as The Associated Press, The New York Times, The Washington Post, The Wall Street Journal, Bloomberg, Fortune, Reuters, CNN, CNBC, and MarketWatch, and became a regular guest on CNBC and Yahoo Finance Live. Reporters frequently sought them out directly, solidifying their reputation as a trusted, go-to source in the financial media.

Customized & targeted media outreach

The right words,

in the right ears.

Our approach to customized and targeted media outreach begins with an in-depth analysis of your brand’s unique narrative and objectives. We recognize that each client has a distinct story and specific goals, and our strategy reflects this individuality.

Customized and targeted media outreach

The right words, in the right ears.

Our approach to customized and targeted media outreach begins with an in-depth analysis of your brand’s unique narrative and objectives. We recognize that each client has a distinct story and specific goals, and our strategy reflects this individuality.

After researching your target audience and the media landscape, we craft tailored messages that speak directly to your desired demographic. Our team navigates the complex media ecosystem, selecting the most effective channels – be it traditional media, digital platforms or emerging social media – to ensure your message not only reaches but also resonates with your intended audience.

CONTACT BRENDA MCGANN

6201 W 87th St  #247
Los Angeles, CA 90045

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