• PR Specialities - Helping to Tell Your Story
Case Studies

Financial Planners Get Noticed: Moneta Group Becomes a Media Source

Challenge:  Position Moneta Group, both locally and nationally, as a leader in the financial planning services industry.

Solution:  When we began working with Moneta Group, Bloomberg Wealth Management had recently named Moneta Group as the second largest independent financial planning company in the nation. However, the firm was struggling to get the message of their sophisticated service offerings publicized.  To gain awareness of Moneta Group in mainstream media, RPR created a public relations strategy that included scheduling the Moneta principals for interviews on television and radio, organizing educational seminars for clients and creating speaking engagement opportunities.  Being mindful of financial services jargon that can often create indecipherable messages, well-placed newspaper articles with clear and compelling story lines were placed both locally and nationally.

Results:  Moneta Group has expanded significantly in number of advisors, clients and is now a frequent source for reporters locally and nationally in key publications such as the Wall Street Journal