Wealthwise Partners

Content Marketing, Lead Generation, and Client Engagement

Wealthwise Partners is a financial services firm in Redding, CA. When partnering with me, I developed a content marketing strategy that captured $5M in new assets and aided in client retention. Key achievements include:

  • Development of a custom ebook (that has captured 20+ organic leads)

  • Implemented a monthly content calendar and digital newsletter to educate and retain clients

  • Optimize website for CRO, capture testimonials & Google Reviews, and market events

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Case Study | Christian Moyer
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Case Study Title (Replace)

1–2 sentence overview that frames the goal + what changed because of your work. Replace this text.

Company: (Replace) Role: (Replace) Timeline: (Replace) Channels: (Replace)
Quick Snapshot
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Problem

What was happening? Why did it matter? Keep this to 3–6 sentences. Replace this copy.

Key challenge(s)
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Action

What did you do and how did you think about it? Focus on your decisions, frameworks, and cross-functional work.

Strategy
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Execution
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Results

Lead with outcomes. If you can’t share exact numbers, use ranges or directional impact.

Impact
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Output

Highlight the tangible deliverables you produced. Add links if you can (or note “available on request”).

Deliverable #1 (e.g., Landing page + CTA flow)
Deliverable #2 (e.g., Email nurture sequence)
Deliverable #3 (e.g., Sales enablement deck)
Deliverable #4 (e.g., Paid social creative + copy)