Top investment management firm with $90B AUM and 1,400+ employees.


How do you give employees the confidence to use social media?


We created an advocacy handbook that outlined a firm approach to employee use of social media. Focused on LinkedIn, the handbook contained guidelines for style and preferred content.


Our playbook served as the centerpiece in the unified approach to training employees on using social media for digital marketing. The playbook helped our client maintain FINRA compliance guidelines, and it represented a step forward in digital optimization.