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This new Barron's ranking for #1 RIA in the nation was used in various marketing channels, including social, email, website, newsletters, digital ads, etc. 

Note: The ad and LP are no longer available. But the purpose for sharing this is to demonstrate how imperative it is to use ALL of the proper ingredients, in...

We did many different sizes of digital ads, as part of an integrated campaign for the Free Retirement Review offer. The entire campaign, was wildly successf...

One of the various sized digital ads used in the integrated marketing effort that offered a Free Retirement Review. The entire campaign, was wildly successf...

Sample of the types of articles I wrote for Edelman Financial Services.

Each month, a marketing report was distributed to address the amazing results our marketing efforts produced. This is one such report.

Edelman Financial Services merged with Financial Engines in 2019. Edelman's You Tube channel was removed last year.

Sample of the weekly newsletter I wrote, with the VP Brand/Creative Services. It linkes to articles, podcasts, webinars, seminars that also wrote all the pro...

Each week, I worked with the VP Brand/Creative Services to create the eNewsletter. It provided links to articles, on-demand webinars, seminars, podcasts, and...

I wrote the weekly eNewsletter for Edelman Financial, which links to articles, radio podcast and ads that I also wrote.

This is an article about the imminent merger between Edelman Financial Services, a $21.7B firm, and Financial Engines, a $169B firm. (Combined AUM today is $...

A LP for a Free Retirement Review, which was the destination for various assets to drive traffic here and to request an appointment with an Edelman Certified...

Six-month campaign produced 4,805 leads, 154 new clients (ave AUM $435M), for a total of $67M additional AUM for the firm.

Samples of social media for one of the webinars we produced.This on-demand webinar is on the amazing advancements coming in the future in MedTech.

These are some of the assets used for the MOM, live seminars across the country. It was an integrated campaign across many marketing channels including digi...

This campaign begins with a kick-off email to a list of people, who have interacted with us before. We ask them to select the category that best suits their ...

As part of an integrated campaign to promote a Free Retirement Review, we wrote/designed some postcards to send to prospects.

When I worked at Edelman Financial, I was responsible for writing social media posts for Ric's popular radio show, The Truth About Your Money. I also wrote ...

This is an insert we provided TD Ameritrade to use in their eNewsletter to promote Edelman Financial Services to their clients.

During the Free Retirement Review (FRR) campaign, Ric read a radio ad that I wrote, promoting the FRR, driving traffic to the LP or to call to speak with a C...