Work Samples
Over the course of decades, we have a collective track record of impressive business accomplishments and have undertaken innumerable projects to help financial services organizations tackle challenges and progress their growth:
Planned the business intelligence and centralized flow infrastructure for a large global asset manager
Merged and reorganized two marketing groups into an integrated 180 FTE global organization for a $350Bn+ asset manager
Built a comprehensive marketing program for a newly reorganized affluent wealth management business
Developed content for the ESG Report of a global investment firm with $48 billion in AUM, highlighting the firm’s commitment to activities that deliver on the belief that “doing good is good for business”
Crafted a Brand Message Platform for an asset management firm looking to repurpose its value proposition, including a new Mission Statement, Elevator Pitch, and Message Support Points
Resuscitated a bleeding fund family with an integrated marketing and sales campaign focused of sector funds.
Recast the DC plan for a Fortune 500 company to include propriety mutual funds and risk-managed lifestyle portfolios in its investment line-up
Created a new alternative fund by converting a Limited Partnership into an interval fund, maintaining its track record and $100MM in scale
Designed the re-launch program for an insurance-owned national brokerage operation, supported by development of a comprehensive training program
Developed a comprehensive program of content for a $12-billion global consulting firm, from website copy to video scripts to case studies to marketing collateral
Built-out a comprehensive go-to-market strategy for an asset manager to launch a wealth management platform
Created an ongoing series of ghost-written thought leadership content pieces for a nimble SaaS technology company, from blog posts to industry articles, to position its senior executives as leaders and visionaries in the category
Analyzed business requirements and developed a plan for the successful launch of a new national trust company
Converted private funds to registered ’40 Act funds, with a 17-year track record, delivering $200MM in sales