CASE STUDY

Reaching prospective clients through media

Summary

One of the nation’s largest certified public accounting and business advisory firms wanted to elevate its wealth management team by positioning key subject-matter experts as trusted thought leaders in the financial space.

Goal

Increase visibility for the firm’s wealth management services and generate credibility for its experts in national media outlets.

Action

Zumado partnered with firm leaders to identify media areas of interest, refresh and expand reporter lists, track financial news cycles, and execute consistent outreach to place the experts on journalists’ radars as reliable, timely sources.

Result

The strategy secured coverage in The Wall Street Journal, USA Today, CNBC, Barron’s, and Yahoo Finance. The firm reported that prospective clients reached out directly after seeing its experts quoted in these outlets, leading to new business opportunities.

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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