Challenge: launch wealth management platform licensed to advisors that integrates CRM, financial planning, asset allocation and client reporting and deepen advisor-client relationships.

Strategy:  develop web copy to introduce platform to investors, advisors and press through website presence and public relations announcement to create interest. 

Result  with launch of site, company established identity in a competitive marketplace, adding management consulting services that include assessing the individual's business and providing specific actionable recommendations to drive value. 

Promotion of a start-up wealth management technology company with website launch. Click to view site.

Promotion of a start-up wealth management technology company with website launch. Click to view site.

 
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Challenge: leading tri-state building supply company wanted to increase market share of professional and retail buyers.

Strategy:  enhanced image and increased visibility of name by creating social media presence: Facebook, LinkedIn Paper.Li and Twitter. Used to announce, inform and educate customers and prospects. . 

Result  accelerated lead generation through established online presence and helped to communicate and engage with clients, and share news and results from events, white papers and public relations efforts.

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Challenge: give face and voice to civic minded nonprofit association and enable communication with constituents for a 501(c)(3), non-profit, non-denominational organization dedicated to providing children with love, care, and joy; partnering with organizations and individuals who contribute gifts, food, funds, or time.

Strategy:  develop web presence with website; communicate regular activities with weekly blog and outreach email. Create regular email survey to gain feedback to assist with direction of programs. 

Result  increased awareness and improved community relations. Feedback provided client with ability to alter, improve programs.

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