CFA Institute

Amplifying a CEO's online personal profile


CFA Institute, the global association for investment management professionals, seeks to promote the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. Living was tasked with building the visibility of the CEO & President through LinkedIn & Twitter, with campaign messaging that underpinned the values of this membership organisation.

The objective was to amplify the CFA Institute-led conversation about important issues that affect investment management, thereby bolstering the relevance of its voice with industry, regulatory, and government peers, while increasing the attractiveness of its charter to new candidates.

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With a new first-person bio that we ‘lightened, brightened and tightened’ for the CEO Margaret Franklin, we created a two-fold content strategy. First, we built an editorial calendar comprising key messages from her past and upcoming  presentations, allowing us to draft social media posts that would drive conversation and engagement, globally.

Next, we emphasised the use of video in her feeds, to ensure greater engagement across audience stakeholders. We scripted, staged and directed filmed interview sessions, which resulted in dozens of short-form videos, which we edited into cohesive and powerful statements that drove the overall themes of the CFA Institute mission. We also furthered the messaging by composing the accompanying text for each post. All posts, video and static, were easily identifiable by the bespoke graphics we created (in line with brand guidelines).

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As the pandemic curtailed our plans for in-person video shoots, we pivoted and utilized recorded footage from virtual events and new interviews shot remotely. Throughout 2020 and 2021, we continued to provide a steady stream of social media content, ensuring that Margaret Franklin and CFA Institute maintained the consistent voice and messaging of the leadership role they play in the investment industry.

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By proactively pushing individual messaging onto LinkedIn and Twitter with highly engaging content, we helped to cement Margaret Franklin’s role as an industry influencer – a go-to person for peers in the industry as well as the financial press – while initiating new meaningful relationships with connections and followers, facilitated by personal online conversations.

By December 2022, the number of Margaret Franklin’s followers on LinkedIn exceeded 54,000, representing a 1,216% increase since our campaign began in November 2019.

At the end of November 2020, LinkedIn announced its list of ‘Top Voices’ – those business influencers whose social media presence made a difference in 2020. We’re proud to say Margaret Franklin was named to the list for the Finance & Economy category. Our work has also been recognised by the Financial Communications Society in North America, winning prestigious FCS Portfolio Awards in 2020, 2021 and 2022 for best organic social media campaigns.

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