New York, New York, United States

Yearly Stats: $0 Earned |

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§ Salvaged a $400,000 retirement-oriented marketing program, which became a firm-wide favorite and template for other coordinated programs for the next 12 years. Included a presentation, newsletters, press releases, ads, brochures, and training. § Tripled the increase in assets under management, compared with the average for similar stockbrokers, for participants in a coordinated marketing program aimed at women clients.§ Reframed research on money-related family conflicts that had long been thought “too depressing” for marketing use. Families & Money generated more sales leads than any similar offering in the previous decade and became a model for other PR programs.§ Sustained support for 6,000 brokers, even after a two-thirds cut in writing staff, with flexible but standardized personal marketing tools and training. § Developed and managed a nationwide seminar program for crucial institutional clients, to maintain market share for a prominent,

$25 / Hour
$40 minimum budget

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