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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