CASE STUDIES

Waldron Private Wealth

The value of traditional PR

Waldron logo

Challenge

As a boutique wealth management firm, Waldron Private Wealth advises a select group of clients. When we began assessing Waldron's PR, the firm's leadership sought a broader reach and more opportunities to speak to new audiences. WordWrite had already provided digital marketing services for the Pittsburgh-based firm, so it was natural that we’d give them a hand with a more traditional public relations strategy.

Approach

Step one was taking a deep dive to understand Waldron’s key audience — individuals and families with great wealth — and learning their wants and needs. Customer surveys and research revealed they were interested in open and honest relationships with their advisor, and from a media perspective, they were highly engaged in online activity. This knowledge was helpful in crafting the firm’s messaging and validated our initial strategic recommendations.

Results

In our first year of enhanced PR efforts, 2018, we earned 118 media placements, including appearances in some of the nation’s top publications and best-known outlets. Waldron experts were featured in The Wall Street Journal and in segments on CNBC and the PBS program NextAvenue. Two Waldron advisors now contribute monthly columns to the business and personal finance magazine Kiplinger.

Best of all, though: Our efforts made a tangible impact on Waldron’s business in the form of landing several new clients. One even walked in the door after seeing a Waldron advisor quoted in an article.

Our continuing relationship with Waldron shows the value of linking modern digital marketing practices and tried-and-true public relations strategies — all with a WordWrite twist.

What first drew us to WordWrite was their personal and customized approach to service — absolutely nothing was cookie-cutter. Throughout our relationship they have continued to focus on our unique and evolving needs and to support our PR and content goals, and have delivered in a big way, including incredibly valuable media opportunities, multiplatform content development and social media strategy.                                                                                                                                                                                                                                                                       Oliver Cohen, Business Development, Waldron Private Wealth
media placements in one year
contributors in national finance publication
new high-income clients from media relations