Content Marketing Case Study
I developed a content marketing strategy that captured $15M in new assets and aided in client retention.
- Goal: Create custom content to drive sales and referability
- Audience: Several niche audiences and client bases
- Constraints: Ad budget and time in market
- Outcome: $15M in new AUM
Problem
Each piece of custom content was designed to solve a unique firm need - generating new leads, driving client engagement, or having something that embodied the brand DNA of the firm, as well as solving a specific problem for their target audience.
- No custom, branded content that sounded like the firm
- Lack of value-add content for clients
- Generic lead magnets were not driving results
Action
At the core of each marketing deliverable was a desire for the firm to find unique ways to position and differentiate themselves from other advisors. These marketing materials helped them do that more effectively, which led to new clients, more leads, and ultimately more revenue for their firms.
- Firm positioning
- Custom, quality content
- Sales enablement
- Unique lead magnets
- Referral-driving materials
- Full-funnel marketing touch points
Results
Aside from new AUM, which totaled $15M+ across several campaigns, each piece drove significant brand positivity and increased prospect / client engagement.
- Net New Assets: $15 Million
- Referral Pipeline +23% year over year
- Prospect Pipeline 100+ new, quality prospects
Output
Check out some examples of marketing pieces I've developed to serve my clients and drive results.