Since 2007, Chartwell Agency has served as the public relations agency of record for Savant Wealth Management, a nationally recognized, fee-only wealth management firm serving clients for more than 30 years with more than $13 billion in assets under management. With offices located throughout Illinois, Indiana, Wisconsin, Michigan, Virginia, New Mexico, and Arizona, and nearly 250 team members, Savant is a trusted advisor, offering investment management, financial planning, retirement plan and family office services to financially established individuals and institutions.
Because of Savant’s unique approach to clients and its aggressive growth goals, the leadership team sought to further raise the profile and expertise of the organization and its team members, both regionally and nationally.
Solution
Public/Media Relations: To further enhance visibility and raise the profile and expertise of Savant, Chartwell developed – and implemented – a strategic public relations plan that included editorial topics, unique angles, and bylined article opportunities that were used to pitch to key media outlets. The goal was to identify opportunities in advance to secure interviews and/or bylined articles for Savant team members throughout the country.
Facilitation & Training: Chartwell also facilitated media trainings for Savant team members to better prepare them to talk with the media, understand the key messaging, know the dos and don’ts of media interviews and learn new and effective storytelling and delivery techniques.
Special Projects: Chartwell also managed Savant’s media relations, messaging and internal/external communications as it acquired additional wealth management firms and has grown to become one of the largest and most respected companies in the financial industry.
Outcome
Chartwell has secured thousands of regional, national and trade media coverage opportunities to enhance the brand awareness and reputation of Savant to both current and potential clients. In 2021 alone, Chartwell helped Savant secure nearly 10 million total media impressions.
Since 2007, Savant has:
- Grown from 40 employees to more than 200 team members
- Enhanced assets under management (AUM) from $1 billion to more than $13 billion
- Grown from five office locations to 20 offices
- Positioned itself for the acquisition of six firms
