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Case Study - Wealth Management Firm
// Marketing Services
  • Social Media Management & Digital Advertising

  • Video Content

  • Print Advertising 

// Initial Findings

This client was not generating new client leads via their digital channels. Upon analyzing their social channels, we identified that the type of content, design and the frequency of social posts were inadequate to engage with their target audiences.


A strategic marketing plan was developed which included revamping their social media channels and focusing on establishing a brand that instilled both expertise and knowledge in their industry.  A two-fold social media campaign was established utilizing both organic and boosted posts for maximum exposure and ROI. Posts and ads were primarily produced as MP4 videos because marketing campaigns that include videos show a 34% higher conversion rate than static posts.  This combined approach established the company as a trusted leader and organization.

January 1, 2022 - August 31, 2022
Profile Performance (Affinity Wealth) January 1, 2022 – August 31, 2022-3.png
March 11, 2022 - June 19, 2022



In conjunction with the social media effort, we also produced four marketing videos that are being utilized across multiple marketing channels including email outreach and social media posts. 


We also designed magazine ads that were designed for traditional marketing outlets and delivery.

January 2022 - August 2022
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Examples of our Videos & Posts
Examples of our Social Posts / Digital Ads

Website Design & SEO


Our award-winning website designers will plan, conceptualize, and organize content and graphics to create robust, responsive websites.  

Our SEO specialists have helped hundreds of companies improve their ranking in search engines like Google and Bing, bringing our clients to the top of results and the forefront of their customers’ minds.


Video Content

We help our clients spread brand awareness and grab customer attention with award-winning, creative video production and marketing. Video marketing is one of our primary marketing vehicles that enable us to show customers why they should buy from or hire our clients. Videos are consumers’ favorite type of content to see from a business.  Over 78% of companies state that video content is a major part of their marketing plan. 


Social Media Management &
Digital Ads

Our specialists manage your active social channels and target potential customers with relevant advertising that reflects the best aspects of your brand. We help you reach more potential customers through social media with ads, promoted content posts, and core social media language and know-how across top online platforms.


Marketing Material

Our design team creates quality, colorful printed brochures, direct mail campaigns, point-of-sale materials, and many other collateral materials that integrate with your marketing strategy. 

Our turnkey services include creative art direction, document production, printing management, and distribution. 


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Kris Lipscomb

Business Development Specialist

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