In our efforts to target different demographic of wealth management clients, we are looking for ways to have and maintain a consistent outreach effort. We would like your assistance in creating the campaigns/outreach program for each group that is going to drive our future growth and market for each segment.

Segments as follows:

Pinnacle - 5 to 25 million in investable assets

Entrepreneur - 5+ years of own business

Sole - 500k to 5 million in investable assets

Amitabsters - younger generation of 28+ years old

For this project, you will need to:

• Understand our brand and mission.
• Conduct research on the best way to deliver to our customer with successful and innovative wealth management programs.
• Identify trends and opportunities in the different target markets.
• Identify the content of the programs themselves for each group (i.e. a millennial vs a pinnacle client vs an entrepreneur)
• Help us to identify the best way to deliver content to each group (industry standard + innovation)

You will have direct access to the Founder and work directly with the team to answer any questions, clarifications, discuss ideas in order to bring the vision to life.

We want to increase our brand awareness overall while creating theyou target markets within each group.