Project Brief Centered on the release of a new life and legacy planning book, You Can Do More That Matters® , the campaign combined digital, print, public relations, direct mail, email, radio, video, giveaways, and speaking at national...
Project Brief A captivating multimedia presentation, special report, and nurture sequence developed to create awareness + gain donors for Connecticut Sports Foundation and ILROG Research. It was presented at the IMI Affluent Family Forums. The...
Project Brief The brand book is designed around a financial services firm’s customer personas. It makes people feel at ease as it tells the story of why people seek wisdom from a personal advisor. It shares the company’s values, investment...
Project Brief Founded to help nonprofit organizations secure donors, the company was also a marketing strategy to build clients for a wealth management firm by helping educate the nonprofits’ donors on charitable giving plans and reducing or...
Project Brief Sandra Joseph, of Phantom of the Opera fame, an inspiring speaker and amazing singer starred in an out-of-this-world VIP event hosted for 320 clients at a top-quality venue. The Campaign The campaign’s primary goal was to cultivate...
Project Brief Guidance Symposium was designed to bring together high school guidance professionals and allied experts for a day of learning, networking, and education so they can better serve families with the college planning process. The...
Project Brief Today’s market conditions have financial professionals searching for additional revenue streams, an adaptive investment approach, and ways to meet their clients changing lifestyle needs. The Campaign Centered on third party asset...
Project Brief In a digital world, a tactile prospect or new client onboarding package is one of the many touch points that can set a brand apart. The Solution Designed to introduce the firm, illustrate core values, unique differences, and value...
Project Brief Develop a cohesive brand extension for an investment management firm to showcase capabilities and diversify their revenue stream. The Rollout The rollout introduced investment management + insurance solutions for corporate and...