First Appointment Package ConceptsHigh net worth investors evaluate many financial advisors before hiring a new one. Often, they settle on the first one they feel comfortable with. If there was a delay before the initial appointment, EFE would send a gift to maintain interest. May 13 24May 13, 2024PDF at Melanie on Authory
Dormant Winbacks CampaignsVarious concepts to re-engage mass affluent investor prospects to give Edelman Financial Engines another look. May 13 24May 13, 2024PDF at Melanie on Authory
9 Questions to Ask a Financial AdvisorA guide for high net worth investors of things to consider when hiring or switching wealth managers. Feb 20 24February 20, 2024PDF at Melanie on Authory
June FRR CampaignEvery month, I was in charge of copy & creative direction for the Free Retirement Review offered on Ric Edelman's radio show. This one helped bring in $48 million in net new client assets in 2021, during the pandemic. Dec 13 23December 13, 2023PDF at Melanie on Authory
