"Gregory FCA has introduced our firm to the most recognized financial media outlets in the country and the resulting media coverage has been effective in both our marketing and branding initiatives."

Maury Fertig ,
Relative Value Partners

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Case Study

BUSINESS CHALLENGE

United Capital, a Financial Life Management company, sought to strengthen its brand and establish the thought leadership of its CEO, Joe Duran. United Capital sought to leverage national media coverage and exposure as a way to support the firm’s recruitment brand and acquire additional offices and staff.

United Capital

SOLUTION

Gregory FCA formulated a media relations campaign that distinguished United Capital as an innovator within the crowded financial advisory landscape through top-tier national media placements. Gregory FCA managed outreach for all of United Capital’s news, which included the launch of new products, acquisition stories, and high-profile additions to the team. Duran’s brand development was supported with coverage in leading financial and mainstream publications.

RESULTS

Duran is a frequent contributor on CNBC, PBS Nightly Business Report, and Fox Business, among other prominent networks. He is also a contributor to InvestmentNews and Money.com, writing a blog series for both outlets. Duran, United Capital corporate executives, and managing directors have been quoted in TIME, Family Circle, Redbook, USA Today, The Wall Street Journal, MarketWatch, Inc., Bankrate.com, and REP. Since the campaign’s inception, United Capital has achieved hundreds of media placements in print, online, and broadcast outlets. Today, United Capital is recognized as the standard bearer for innovation in financial planning, having grown to more than $15 billion under management with more than 80 office locations around the country.


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