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Challenge: promote cohesiveness among staffs post-merger, and improve skills, performance 

Strategy:  develop a series of success stories illustrating how the firm, through its advisers, is building a formidable franchise in Wealth Management. Object is to share the lesson for future success. Engage a photographer (and video, when appropriate) to supplement the story.

Result: of 15 top stories by readership in 2013, eight were written and developed by Namarketer. In 2014, we have continued to develop stories with the same goal, and have met similar success. 

This video highlights one of the stories-- generational partnerships working in one branch in Boca Raton, FL. Produced by Obscura Pictures, NY.


Challenge: engage ultra high net worth (UHNW) clients of financial firm. 

Strategy:  position brand as 'in-touch' with the unique needs of the UHNW segment of their client base by creating a custom magazine featuring lifestyle and financial information geared specifically for that segment.  

Result  quarterly magazine was instantly adopted by the segment as measured by nearly 100% positive feedback and extremely low opt-out rate.

Custom content quarterly produced for UHNW clients combined financial and lifestyle "views".

Custom content quarterly produced for UHNW clients combined financial and lifestyle "views".

 
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Challenge: advance the success of senior-level financial executives by providing information, tools and thought leadership for members of leading financial executive organization 

Strategy: provide association members with financial, business and management news, trends and strategies through their signature international publication.

Result  Namarketer authored and edited award-winning flagship publication and assisted with launch of special Japanese issue

 
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Challenge: increase content quality fothe leading network of career sites for professionals working in banking and the financial markets and those firms seeking to employ them.

Strategy:  create superior editorial content focused on job opportunities, job market news and analysis, salary surveys and career advice.

Examples: Financial Firms Hiring Women; Avoiding Entitlement in Families of Wealth; Dodd-Frank-- A Boon to Compliance;  What to Expect as a Financial Advisor.

Result  elevated job site's visibility among stakeholders, specifically for financial job seekers and human resource professionals

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