Trilogy Financial, a leading financial advisory firm, sought to increase its national brand recognition and establish its CEO and founder, Jeff Motske, as a trusted thought leader in the financial space. While Motske was already known as a podcast host and author, the firm needed a sustained media strategy to amplify his voice and highlight the expertise of top advisors in key regional markets, ultimately positioning Trilogy as a go-to resource for financial independence guidance.
Idea Hall developed and implemented a comprehensive media relations program focused on executive visibility, advisor promotion, and thought leadership. The strategy centered around positioning Jeff Motske as America’s voice for financial independence, while creating a steady cadence of timely, relevant stories to elevate the firm’s top talent in local and national markets. Through strategic media outreach, expert commentary opportunities, and a proactive newsjacking approach, Idea Hall established a consistent earned media engine designed to keep Trilogy Financial front and center across business, consumer, and lifestyle media channels.
The campaign delivered significant results, earning 93 media placements and generating over 236 million media impressions in leading outlets including USA Today, U.S. News & World Report, Forbes, NerdWallet, and The Knot. The program successfully elevated Trilogy’s national profile, reinforced its authority in personal finance, and solidified Jeff Motske’s role as a top-tier financial thought leader – supporting business growth, client trust, and long-term brand equity.
