44 Wealth Management needed a local marketing partner to come alongside them and provide a variety of marketing services to help launch their brand new wealth advisory firm. Without an internal marketing team, the client needed help from start to finish. The challenge began with creating a plan and ended up executing and launching their new marketing assets.
Partnering with 44 Wealth Management was a fantastic opportunity because we had the ability to help craft all of their marketing initiatives. Without an internal marketing team, they needed someone to take the lead and drive their marketing efforts forward. With a solid plan in place, we tackled each component of this project head-on making sure everything was consistent.
After going through a comprehensive discovery process, we started working on a strategic approach to their marketing initiatives. With a better understanding of the new business, we created a strategy with milestones and a full timeline of deliverables.
After discovery and strategy, we started the execution phase which included tackling the various marketing initiatives including a full corporate brand (new logo, colors, typography), custom messaging, print design materials, a brand new website, and a couple company culture videos.
Jennifer Werner, Director of Marketing