Wealth management research, training and consulting firm

CLIENT: Wealth management research, training and consulting firm

CHALLENGE: Nation’s largest training, coaching and consulting firm for elite financial advisors needed to expand client base, particularly among high net worth wealth managers and top producers at leading financial institutions

SOLUTION:  Overhauled the organization, formatting and site navigation for the “Press” landing page on the firm’s Web site. We fine-tuned the headline and deck copy for news releases and article mentions, search-engine optimized the copy, filled in gaps in the firm’s news release timeline and drafted two to three fresh news releases per month about major developments at the firm.

RESULT:  Within six months, the firm has doubled the traffic hitting its “About Us” landing page on its Web site. It has picked up several new institutional client engagements and HB-crafted news releases have resulted in press coverage in Financial Planning, Smart Money and Wall Street Journal (print and online editions).
how can we help you?

Contact us or visit us at our Norwalk, CT office