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).
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Contact us or visit us at our Norwalk, CT office

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