solution driven wealth
Solution Driven Wealth
Create and manage an ongoing communications program to develop, grow and maintain relationships with clients and prospects for this financial advisory company. Last year, we pivoted to a virtual campaign and create content that is engaging and educational.
The Process and Solution:
We’ve been working with SDW for many years, managing their communications and branding. The pandemic necessitated new approaches to – everything.
It is very important to maintain continuity in communicating information about clients’ accounts and the financial markets.
We made great use of virtual meetings used the platforms as an opportunity to develop a new campaign of educational programs that included both financial and lifestyle information. One highlight was a virtual wine tasting for over 100 people with a wine expert.
We also added a charitable giving program to support and honor the charities endorsed by clients of SDW.
What happened next?
The client had a very good year, engaging with existing customers and bringing on new ones.