Public Relations
Halbert Hargrove is a registered investment advisory firm headquartered in Long Beach, CA with $2.33 billion in assets and six offices across the country.
The advisory firm specializes in serving the “quietly wealthy” and has more than 500 clients.
Objectives
Halbert Hargrove came to us several years ago to help:
Strategy
We utilized media relations and contributed content to position Halbert Hargrove spokespeople as thought leaders on trending topics that are important to their target audience, such as HSAs, the great wealth transfer, finances in marriage (and divorce), charitable giving, millennial investors and financial advice for individuals with special needs, to name a few.
We worked with Halbert Hargrove’s C suite executives and their wealth advisors across the country as key spokespeople to discuss hot button media topics.
Based on Halbert Hargrove’s objectives, we identified three key buckets of media targets to pursue: wealth management trades, top tier business media and local outlets.
Key stats
Media
“We have been working with FiComm for more than three years, and as a result of our relationship we have received an increase in requests from prospects across the country. Our media profile has experienced a boost, nationally as well as in our local markets, which has helped with business growth. FiComm has been a true partner to us, and they feel more like an extension of our team than an outside vendor.”
J.C. Abusaid, President, Chief Operating Officer
Halbert Hargrove