Public Relations for Investment Firm
Below is a modified rendering of the review: private info excluded, innate facts kept.
Introductory information
A few words almost your organisation and personal responsibilities
I am the COO of the Registered Investment Advisor AssetBuilder. We offered risk-calibrated portfolios using dimensional funds.
Desired goal
What issue was the provider supposed to deal with?
Idea Grove?We needed an outside vendor for open relations, media relations, and book furtherance.
What were your objectives for this project?
We wanted brand exposure with media and a furtherance tour for our recently released financial book.
Provided solution
What were the reasons for choosing Idea Grove?
I had previously worked with the firm’s chairman and I knew he would devote himself to delivering condition work.
Please give as much detail as practicable because the work done
We set deliverables in a series of discovery meetings. They recommended a brand platform and we developed a interaction program.
Were there any devoted managers or teams that you worked with?
Idea Grove was smaller when we worked with them. We interacted primarily with Scott (0000, Idea Grove) among a few others.
Results accomplishd
What results did you accomplish unitedly with Idea Grove?
Our firm was featured in Kiplinger',s and other openations and our financial book reached the top of Amazon',s business books.
How do you rate the interaction and interaction with Idea Grove?
They delivered faster than we could give them more work. They were answering and wonderfully organized.
What precisely do you attend to be the key specialty of Idea Grove?
Their high-level branding and open relations experience fit with our organisation well.
What should be done better, if there are any desired improvements?
No, we’re fully satisfied.
