The Assets
Wealth Management that Enriches Lives
Wescott Financial Advisory always stood out in a crowded field of competitors for its real-world approach to wealth management advice. Clients rely on Wescott to turn portfolio management into personal fulfillment.
The Investment
Formalizing an Investment in Life-Minded Wealth
We turned that competitive edge into a formalized and full-blown differentiator.
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We created Life-Minded Wealth — a proprietary brand model that defined the firm’s offering and distinguished it from others offering similar services with more shortsighted returns. Life-Minded Wealth offers a refreshingly real-world approach — we integrate financial expertise with life expertise into a single advisory service. At Wescott, you are more than just a number.
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“Life-minded Wealth is the story Wescott needs to differentiate its services and resonate with a very specific audience. Thanks to smart content and consistent media coverage, it reaches a key audience with compelling messaging to generate meaningful new business opportunities.”
Alex Dalgliesh
Vice President, Braithwaite Communications
The Allocation
Delivering a Return on Content
Life-Minded Wealth serves as Wescott’s visual and philosophical identity for a comprehensive marketing undertaking anchored by smart content marketing, signature graphics and tactical PR resulting in regular national media placements.
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That unique and creative content realizes additional returns and diversification by leveraging its use on social media channels, in interactive website resources, as long-form lead-gen tools and in low-cost, hyper-targeted paid social ad campaigns. The content hits the right tone on the right channels to create a steady stream of engagement.
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The Return
Keeping Life-Minded Wealth Top of Mind with Clients and Prospects
Wescott’s approach is instantly recognizable in consistent content and regular media coverage.
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The result is a 5-fold increase in web traffic, hundreds of lead-gen sign-ups and dozens of highly qualified, high-net worth leads.
Related Case Studies
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