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.
Formalizing an Investment in Life-Minded Wealth
We turned that competitive edge into a formalized and full-blown differentiator.
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.
“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.”
Vice President, Braithwaite Communications
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.
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.
Keeping Life-Minded Wealth Top of Mind with Clients and Prospects
Wescott’s approach is instantly recognizable in consistent content and regular media coverage.
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.
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