Case StudiesCharles Schwab

Charles Schwab Reaches Millions of Listeners with Original Content Series

As part of their “Questions” campaign, Charles Schwab wanted to showcase their financial consultants as real, approachable experts who live in local communities.

How we helped: We created an original content series called “Managing Your Wealth,” which became a brand franchise and continues to air today. The 90-second programs feature local Schwab financial consultants answering key financial questions relevant to the local market. Over the course of the campaign, dozens of financial consultants were interviewed in eight major markets and over 297 segments were produced, reaching millions of listeners.

Results: For the audience, this became a true “destination listening experience” where investors tuned-in to hear answers to timely financial questions.

For the Schwab consultants, recording in our studios was exciting and served as a valuable way to connect with potential investors.

Listen to three interviews