Entrepreneur
How Chad Willardson Became the Go-To Wealth Expert in a Crowded Market
Broadcast
TV Appearances
50+
Media Placements
900M
Audience Reached
THE
CHALLENGE
In a market flooded with wealth managers all promising the keys to financial success, Chad Willardson needed more than credentials to stand out.
As the founder and President of Pacific Capital and the co-creator of GravyStack, a financial literacy app for kids, Chad was no stranger to innovation. But without a dedicated marketing team or a robust digital footprint, his personal brand was lost in the noise of an oversaturated market.
Chad’s goal? To capture attention, build trust among high-net-worth entrepreneurs, and become a nationally recognized thought leader in wealth management.
PRESS PLAY!
They've [Society22] been instrumental in building my personal brand, which has directly contributed to significant business growth, including expanding my team and buying a new headquarters."
Chad Willardson
Founder of Pacific Capital + Platinum Elevated
THE
SOCIETY22
APPROACH
At the heart of every impactful campaign lies a reason—a why—that drives each decision. For Chad, the “why” was clear: his expertise could change lives, but only if the right people heard his voice.
Society22’s approach was rooted in amplifying his message to the audiences who needed it most, using strategies designed to cut through industry noise and build lasting credibility.
Empowering Trust Through Authority
We recognized that credibility in wealth management hinges on trust. Our campaign wasn’t about flash—it was about positioning Chad where trust already existed, like respected media outlets, thought leadership platforms, and high-profile stages.
Building Emotional Connection
Financial advice isn’t just numbers—it’s deeply personal. We crafted campaigns that showcased Chad’s unique ability to blend technical expertise with human understanding, making his message resonate on a deeper level.
Maximizing Visibility Across Channels
To ensure no opportunity was wasted, we leveraged a multi-channel approach—content, podcasts, media, and speaking engagements—to surround his ideal audience with a consistent, powerful narrative.
THE
RESULTS
In just six months, Chad's brand presence skyrocketed.
50+ Media Placements: In just six months, Chad’s insights featured across top publications reached a national and niche audience of high-net-worth entrepreneurs.
Unparalleled Reach: His campaign achieved an astounding 900M audience reach, turning market saturation into unmatched visibility.
Respected Thought Leadership: His Entrepreneur Magazine column solidified his status as a trusted wealth management authority.
Industry-Leading Exposure: Secured him a panelist position at LA Tech Week, where he shared the stage with former NBA all-star Metta World Peace and Bloomberg’s Sarah McGregor, cementing his credibility among top-tier innovators and investors.
Broadcast Presence: Booked appearances on KTLA and CBS, where Chad shared timely financial insights, creating high-quality content for his growing media portfolio.
Podcast Features: Landed guest spots on dozens of top-tier podcasts, including The Reckless CEO and Young & Profiting, tapping into a monthly audience of 144M podcast listeners.
I highly recommend Society22. Their impact on my business and brand has been invaluable, and I can’t imagine doing this work without them."
Chad Willardson
Founder of Pacific Capital + Platinum Elevated
THE
IMPACT
Chad Willardson’s brand is no longer a quiet presence—it’s a powerhouse. From podcasts to TV screens, his expertise now commands attention, building trust and attracting high-net-worth clients.
At Society22, we don’t just make noise; we make waves. For Chad, that meant turning a crowded market into a spotlight, crafting a brand that’s recognized, respected, and impossible to overlook. The numbers speak for themselves: 900 million reached—and counting.
