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 philosophy, story, and...
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 eliminating estate taxes....
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 an awareness of wealth...
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 Campaign As part of an...
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 management, the Dynamic...
