When RIAs faced a major decision to stay with a big-name company during an unprecedented transition, or search for a new custodial service provider, TradePMR partnered with Frankel to create a national awareness campaign centered around providing RIAs with a Custodian RFP Resource.
Unlike generic industry messaging, this campaign was tailored to the pain points of RIAs, positioning TradePMR as a knowledgeable and transparent partner. By guiding advisors through the complexities of custodian selection, the website became an indispensable tool, driving meaningful engagement and strengthening TradePMR’s industry leadership. This initiative successfully blended brand awareness with practical value, ensuring that the right advisors saw the right message at the right time.
