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Invesco Funds
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Niche |
6th largest U.S. family of load and no-load mutual funds for individuals, advisors and institutions. |
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Work |
Marketing Consulting; Sales Coaching |
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Problem |
Lack of regular asset raising ideas for Florida-region advisors |
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Solution |
Create a series of :30-minute monthly conference calls for 50 advisors |
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Results |
Monthly conference calls with sales ideas for more referrals, media exposure, and new asset gathering. |
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A. G. Edwards
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Niche |
Trusted financial advice and exceptional service at an affordable cost. |
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Work |
Marketing Consulting; Creative; Copywriting |
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Problem |
Lengthy, unresponsive direct mail seminar letters. |
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Solution |
Copywrite, edit and produce new seminar letters targeted to 2,500 prospects. |
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Results |
Greater than 75% increase in seminar attendance. |
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J.B Hanauer & Co
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Niche |
National securities dealer specializing in fixed income securities |
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Work |
Marketing Consulting; Product Development |
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Problem |
Lack of strategy to develop variable annuity business |
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Solution |
Developed contacts in the insurance industry, including campaign-marketing materials. |
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Results |
Created new niche and increased revenues by $10 million within 12 months. |
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LaSalle National Bank
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Niche |
Institutional securities dealer specializing in government agency securities |
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Work |
Marketing Consulting |
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Problem |
Unorganized system to market products to broker/dealers |
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Solution |
Create an automated database marketing management system. |
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Results |
Increased broker base by 183% in 18 months. |
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First Miami Securities
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Niche |
Regional municipal and fixed income securities dealer |
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Work |
Marketing Consulting; Sales Consulting |
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Problem |
Lack of customer loyalty and new business opportunities |
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Solution |
Developed customer relationship mgt system and securities portfolio tracking system |
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Results |
Increased sales, new clients and improved customer service. |
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Stock & Bond Club of South Florida
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Background |
Local association/networking group dedicated to investment and financial presentations and discussions. |
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Niche |
Trade/Association Group |
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Work |
Marketing Consulting; Media Consulting |
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Problem |
Outdated direct mail letter wasn't new members; lack of media attention by Press. |
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Solution |
Revamp direct mail letter; pitch Club's progress to business editors and reporters. |
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Results |
10% direct mail response from new members; local feature story done on Club President, complete with color photo. |
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Strategic Wealth Advisor
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Niche |
Certified Financial Planner with over 12 years experience. |
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Work |
Marketing Consulting; Creative; Media Production |
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Problem |
Produce one 12 min. "audio business card" master cassette to highlight CFP services. |
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Solution |
Copywrite, edit and produce master cassette for duplication and distribution to new prospects. |
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Results |
1,000 upscale audiocassettes produced with high-end packaging. |
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The Noble Financial Group
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Background |
Boutique NASD, MSRB and state registered RIA firm, providing investment banking, securities, and asset management. |
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Niche |
Financial services for high net-worth individuals, institutional investors and growth companies |
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Work |
Marketing Consulting; Creative; Radio Production |
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Problem |
Improve ratings of two leading daily drive-time financial talk radio broadcasts airing to a regional and national audience of 500,000+. |
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Solution |
Executive Produce both shows; reformat content; liven shows via fresh news content, creative production and commercial spots. |
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Results |
A 98% increase in listenership in 18 months. |
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