How a Broker-Dealer Elevated Its Research Division w/Institutional Investors

How a Broker-Dealer Elevated Its Research Division w/Institutional Investors

Dec 15

Written By Ray Young

Client Description

Sterne Agee: Financial Services / Broker-Dealer / Equities

Snapshot

Average of 750 media placements monthly in premier financial publications (print + online)
Average of 25 TV appearances monthly on CNBC, Bloomberg Television, Fox Business, BNN, CNBC Europe & Asia
TV viewers of more than 250,000 a day
Print circulation of more than 10 million a day

Objectives

To raise Sterne Agee’s visibility and credibility with clients, stakeholders, and the investment community at large – institutional and retail.
To grow the company’s research division for a possible sale.

Methods

Leveraged relationships with producers to continually place analysts and strategists on financial TV and radio.
Monitored financial news trends to develop pitch angles.
Utilized analysts’ research notes to obtain media.
Arranged media tours and meet and greets.

Results (Annual)

Financial TV (CNBC, FBN, Bloomberg) 243 times, or about once every business day.
The Wall Street Journal - 246 times, or about once a day.
Top tier print and digital media – Financial Times, Barron’s, Bloomberg, New York Times, Reuters, Fortune, Forbes, MarketWatch, Investment News, Money, TheStreet, Business Insider – 8,600 times, or about 35 a day.