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 conferences. The Campaign The...
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 Opportunity IMI is a...
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...
