Campaign Strategy in Action:
Turning Conversations on Wellness & Retirement Into Meaningful Dialogue on Financial Preparedness.
Wealth & Wellness Series
For this project, I led the development and promotion of our firm’s webinar series exploring health and retirement, titled Wealth & Wellness Webinar Series. This three-part virtual event was designed to spark conversations about health and wellness in the new year through a retirement planning lens, helping ease into discussions about financial hurdles individuals often don’t account for as they age. By partnering with wealth professionals and wellness practitioners, we made the conversation about retirement feel more human and approachable for our older clients.
COMPANY & INDUSTRY
FFP INC | FINANCIAL SERVICES | 2024
Coordinate a three-part webinar series designed to encourage wealth management clients to schedule meetings with their financial advisors to discuss long-term care planning.
The goal of the campaign was to established a performance baseline for webinar engagement across the firm, gathered client feedback, and identified opportunities for future nurturing events and ongoing client education initiatives.
Campaign Summary
| Messaging & Positioning
| Content Strategy
| Copywriting
SCOPE OF WORK
| Partnership & Speaker Coordination
| Analytics & Performance Tracking
| Post-Event Marketing & Nurture
Project Take Aways
The series saw strong attendance, with several clients participating in all three sessions. Advisors were encouraged to personally follow up with repeat attendees to continue the long-term care conversation.
A key takeaway was demand for broader access—many clients wanted to share the event with friends and family. Moving forward, we would shift toward a more open campaign funnel to expand reach and support new client growth.
There’s More to Explore Beyond This Project
From brand strategy to integrated marketing execution, take a broader look at the campaigns, content, and cross-channel initiatives that showcase the full scope of my marketing expertise.
-
![]()
Practice Management Playbook
FFP INC
Creative and strategic in equal measure, our marketing director brings fresh ideas to every campaign. They turn insights into action and help our message resonate with the right audience. -
![]()
Web Design Project
VISUAL PLANNING | STIGLOG INC
Explaing the web design Project. Focused, approachable, and driven by results, our sales manager is all about building strong relationships. They help connect people to the right solutions—with clarity and care. -
![]()
Audience Nurturing Series
CAPITAL GROUP | AMERICAN FUNDS
Focused, approachable, and driven by results, our sales manager is all about building strong relationships. They help connect people to the right solutions—with clarity and care. -
![]()
VP8 Product Launch GTM
STILOG INC
Friendly, attentive, and always ready to help, our customer service manager ensures every interaction is a positive one. They keep communication clear, timely, and human.
