STRATEGIC PLANNING

Ensuring that all your marketing dollars are being spent to support your business goals – both short- and long-term – requires a strategy. We’ve been creating and implementing strategic marketing plans of all sizes for over 15 years. We start by identifying, prioritizing and quantifying your goals, and then designing integrated strategies to support them – each with a set of constituent tactics. We use a process that includes proprietary planning documents that give the entire strategy the transparency and flexibility to accommodate changes, updates and refinements. Strategic projects can be commissioned separately for a fee, or can be part of a retained relationship that includes tactical deployment and results analysis.

360° INTEGRATED CAMPAIGNS

Built around a strategy and aligned towards specific goals, integrated campaigns leverage a variety of resources and tactics, and in the best scenarios are worth more than the sum of their parts. Designing and implementing integrated campaigns requires a firm strategic hand, an intimate familiarity with tactics and the iron will of a good project manager. We’ve created, developed, and deployed dozens of campaigns of all sizes and scope over the last decade, including free-standing programs, as well as components of larger annual marketing programs. We work with clients to articulate goals and expectations, define parameters around timing and budget, and design campaigns that are comprehensive, but not overly complex. Most important, we create effective, efficient and measurable campaigns, whose success against goals can be quantified and celebrated.

WEBSITE & CONTENT STRATEGY

A web presence is vital to any firm’s marketing and communications strategy. But a website is more than an online brochure. The key to an effective site is a clear articulation of its purpose, along with a comprehensive understanding of the audience. Every website needs a purpose, a desired outcome and a well thought-out strategy to achieve it. Whether it’s an ecommerce site, a corporate site, or even a personal blog, attention to these three elements will go a long way to achieving success. And vital to that strategy is using fresh, original content as a way to engage your audience and guide them towards the desired response. We’ve been involved in digital marketing and web design for over a decade. We apply our core strategic principles to web and content projects, making sure that your site is aligned with your business and marketing strategy, leverages original thought leadership to engage your audience and makes it easy for them to act.

COLLATERAL DESIGN & PRODUCTION

Whether it’s a single brochure or an entire suite of materials, we have deep experience writing, designing and producing a wide range of materials from simple flyers and fund factsheets to annual reports and enrollment kits – both digitally and in print. We firmly believe that collateral is an important component of marketing plans and as such should reflect the overarching strategy and goals. 

COPYWRITING

Articulate, compelling, benefits-oriented copy is crucial to any marketing campaign, but is often hard to come by. Why let mediocre, feature-heavy copy dilute the strength of your message? We have decades of experience writing results-oriented copy that supports marketing strategies and stimulates readers to act.

We firmly believe that copy for non-marketing projects like RFPs, presentations, speeches and thought leadership pieces should use the same discipline – identify and articulate the benefit to the reader and compel them to act through elegant, engaging copy.

COMMUNICATIONS

A strong communications strategy is a key component to an effective marketing and sales plan. A deep understanding of audiences, the channels to reach them and eloquence are hallmarks of successful communications. We firmly believe that communications – often an afterthought in the planning process – should be incorporated into the early planning stages of any strategy.

Effective communications go well beyond news releases and emails, and should include events, conferences, seminars, broadcasts as well as digital and social tactics as well. Addressing certain non-client constituencies like influencers or internal audiences is also key to a successful communications plan and contribute substantially to enterprise success.

INDIVIDUAL PROJECTS

We are happy to take on smaller, tactical projects that require quick turnaround times to ensure a professional appearance, compliance with brand standards, or enhanced readability. Financial clients benefit from our extensive experience with FINRA advertising rules and guidelines. We have expertise in Adobe Creative Suite and can easily update existing materials or extend the look and feel of collateral to everyday materials like letterhead, presentation templates or email signatures.

• Formatting to Brand Guidelines
• Editing & Proofreading
• Fillable PDFs
• PowerPoint & Word Templates
• Custom Excel Spreadsheets