What we did
LinkedIn Strategy
Social Media Management
Industry
Background
NewSquare Capital is an independent investment management firm committed to providing institutional-quality portfolio strategies to individuals, advisors, and institutions. In mid-2024, the firm set out to modernize its digital presence and expand its reach among high-net-worth investors, advisors, and industry peers through a more strategic and consistent LinkedIn presence.
Challenge
Prior to July 2024, NewSquare Capital had minimal activity and a limited following on LinkedIn. The challenge was to quickly elevate the firm’s visibility on the platform, foster engagement, and establish the brand as a trusted voice in the investment management space — while competing against well-established firms with larger digital footprints.
Solution
A robust organic LinkedIn strategy was developed and launched in July 2024, designed to showcase NewSquare Capital’s market expertise, thought leadership, and team-driven culture. Strategic recommendations focused on consistent posting, industry-relevant commentary, and visually polished content that reflected the firm’s credibility and insight.
Each post was crafted to resonate with NewSquare’s target audience of financial professionals and prospective clients, while driving increased impressions, engagement, and click-throughs to the firm’s website.
Results
Comparing January–June 2025 to the same period in 2024, the results show exponential year-over-year growth driven by the new strategic approach.
Impact
This case study highlights how a focused, high-quality LinkedIn content strategy can transform a modest presence into a high-performing digital channel—amplifying visibility, deepening engagement, and positioning a firm like NewSquare Capital for continued digital growth in a competitive financial landscape.
By the Numbers
FAQ
Because social extends reach, frequency, and control—turning one press hit into many touchpoints and lengthening the story’s half-life.
By repackaging it into bite-size formats (clips, carousels, quote cards), tagging outlets/journalists, and activating employees to share—driving secondary pickup and downloads.
Yes—posts link coverage to CTAs (demos, reports, webinars), keep your narrative in front of evaluators, and enable retargeting to re-engage interested audiences.
Post-level engagement, follower growth, click-throughs, watch time, and assisted pipeline via UTMs/CRM—giving line-of-sight from story to site behavior.
Regular, thoughtful posting turns leaders into consistent sources; reporters and stakeholders see timely POVs, not just quotes in articles.
Transform releases and features into threads, 30–60s videos, stat cards, FAQs, and polls—each tailored to the platform’s consumption habits.
It enables rapid clarification, directs to canonical updates, combats misinformation, and provides real-time listening to adjust messages.
Yes—quality shares drive branded search, referral traffic, and backlinks; consistent cross-linking helps discovery and indexation.
Algorithms surface content to adjacent communities (customers, partners, talent), while owned channels build relationships beyond media gatekeepers.
A modest boost budget can target priority segments (e.g., ABM lists) with marquee coverage, extending reach and ensuring key stakeholders actually see it.