ClientWise, LLC

PR Objectives

ClientWise, a provider of executive coaching services to the financial industry, aimed to establish industry-wide brand identity and increase interest in its professional coaching solutions among executives at major institutions.

Strategy

JCPR created an integrated marketing and PR plan, combining thought leadership development with strategic communications, to brand ClientWise as the foremost executive coaching firm serving financial professionals.

Results

• Rapid increase in targeted media exposure including profile features on ClientWise and Ray Sclafani in Investment News and Investment Advisor Magazine, highlighting the benefits to bottom-line growth after engaging and consulting with an executive coach.
• Prominent speaking engagements including Forbes Advisor iconference, Reuters AdvicePoint Forum, NYSSA, Financial Advisor Symposium.
• Ongoing media exposure reaching financial professionals in Financial Planning, Financial Advisor, Investment Advisor, OnWallStreet, RegisteredRep, Dow Jones Newswires, MarketWatch, Wall Street Journal, Entrepreneur Magazine, etc.
• Established Ray Sclafani as a recognized thought leader in executive coaching for financial professionals.