It is all too easy for wealth managers to talk about a list of services rather than the value they bring to their clients.
So, when Goodbody, Ireland’s famous wealth manager, asked us if we could help them communicate their services in a more customer-centric way, we jumped at the chance.
After talking to the wealth planners at Goodbody, it became apparent that behind every wealth plan they recommend is a fascinating client story about the dilemmas that accompany accumulating wealth.
So, we worked with the Goodbody team to identify and craft a series of case studies. Each one captures a different client scenario as well as the advice offered by Goodbody Wealth Planning.
The case studies were then brought together to create a lead generation campaign called ‘Wealth Matters’, which included a microsite, online advertising, and social media promotion.
