
The Goal
Everhart Financial Group, Inc., is an independent investment consulting firm delivering retirement plan advisory services to corporations, and wealth advisory services to corporate executives and other individuals. Their niche is administering and overseeing 401(k) plans. A PR campaign emphasizing that specialty and establishing them as the experts on the subject were their goals.
The Strategy
We pitched stories that both provided employees with valuable information when it came to enhancing their present 401(k) plans and provided company decision-makers with important facts they should consider when selecting and administering their plans. In addition, we monitored pending legislation pertaining to hidden fees in 401(k) plans and mined for stories relating to that current debate.
The Results
A number of placements in Ohio business publications positioning Everhart’s CEO as the expert on 401(k) plans. Placements included a TV news package, as well.