PROJECTS/PORTFOLIO
The Golden Age of Broker/Dealer Marketing
Led rebranding/repositioning effort to move firm upstream to pursue higher-quality financial advisors. Created successful DRIP marketing program. Redesigned website and company magazine. Led PR effort to record placements, including first of many cover stories. Worked with CEO to create consistently original, outstanding, award-winning, out-of-the-box, agency-level marketing. Overall results were higher quality and quantity recruiting wins, SEO/SERP dominance, growth, and ROI. Also resulted in significant increase in numerous brand equity assets and components such as image, identity, positioning, awareness, loyalty, recall, preference, and switching. Contact us to learn more.
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From Sow's Ear to Silk Purse
Hired to rebrand and reposition “suitcase” firm. Created and executed positioning strategy after conducting baseline survey. Redesigned website. Launched new advertising. Won numerous industry awards. Created PR initiative, resulting in record clips and significant PR wins. Led several internal service and business development initiatives. Overall results were SEO/SERP dominance, significantly improved corporate reputation, positive and competitive positioning in the industry as a destination broker/dealer, ROI, growth, and increase in recruiting quality, quantity, pipeline, and wins. Significant lift in brand equity assets and components. Contact us for details.
Firmwide Practice Mgmt. & Growth Initiative
Working with top-producing financial advisor and key stakeholders, led the creation of firmwide practice management growth initiative. Conducted in-depth interview, dissecting and segmenting his practice into successful, repeatable steps and components. Worked with advisor to create a teachable, replicable, proven program that could be taught in a seminar format. Formulated and implemented plan to market program firmwide to target audience. Launched program in very successful debut to rave reviews and feedback. Worked with team to create tracking system for results, growth, and reward/award component. Overall result: a more positively competitive environment; tremendous adoption due to competitive nature of advisors; improved utilization of company website; increased growth, value, and revenue; amplified advisor self-esteem/satisfaction; and augmented advisor stickiness/brand loyalty. Program boosted other brand equity assets/components as well. Contact us to learn other benefits.
Many firms never discover the hidden treasure of Stellar Execution (SE) (TM): the translation of your marketing/branding/recruiting/sales plan into outstanding collateral that maximizes the results of that plan. SE can make a poor plan good, a good plan great, and a great plan exceed your goals by a factor of three. You’ll have to hire more staff! Click header to learn more.