A retirement planning specialty practice with a 25-year history with Morgan Stanley...
A retirement planning specialty practice with a 25-year history with Morgan Stanley needed our help defining a brand strategy and transitioning 90% of its existing clients into a new, independent practice. Tools include letter campaigns, telemarketing scripts, client events, marketing collateral, a new web site, ongoing email marketing and media relations. In 2010, we are ghost writing a book on the new era of retirement, building a comprehensive digital communications program and planning a series of client and prospect events.
