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| Niche |
6th largest U.S. family of load and no-load mutual funds for individuals, advisors and institutions |
| Work |
Marketing Consulting; Sales Coaching |
| Problem |
Lack of regular asset raising ideas for Florida-region advisors |
| Solution |
Create a series of 30-minute monthly conference calls for 50 advisors |
| Results |
Monthly conference calls with sales ideas for more referrals, media exposure, and new asset gathering |
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| Niche |
Regional municipal and fixed income securities dealer |
| Work |
Marketing Consulting; Sales Consulting |
| Problem |
Lack of customer loyalty and new business opportunities |
| Solution |
Developed customer relationship mgt system and securities portfolio tracking system |
| Results |
Increased sales, new clients and improved customer service |
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| Niche |
National securities dealer specializing in fixed income securities |
| Work |
Marketing Consulting; Product Development |
| Problem |
Lack of strategy to develop variable annuity business |
| Solution |
Developed contacts in the insurance industry, including campaign-marketing materials |
| Results |
Created new niche and increased revenues by $10 million within 12 months |
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| Niche |
Institutional securities dealer specializing in government agency securities |
| Work |
Marketing Consulting |
| Problem |
Unorganized system to market products to broker/dealers |
| Solution |
Create an automated database marketing management system |
| Results |
Increased broker base by 183% in 18 months |
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| Niche |
Trusted financial advice and exceptional service at an affordable cost |
| Work |
Marketing Consulting; Creative; Copywriting |
| Problem |
Lengthy, unresponsive direct mail seminar letters |
| Solution |
Copywrite, edit and produce new seminar letters targeted to 2,500 prospects |
| Results |
Greater than 75% increase in seminar attendance |
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| Niche |
World leader in electronic security, and customers include 93 of the top 100 retailers worldwide |
| Work |
Marketing Consulting; Sales presentations |
| Problem |
Lacking educational workshops on sales and marketing for Annual Dealer Conference in Miami, FL |
| Solution |
Taught two separate 2-day workshops on various marketing subjects |
| Results |
Over 200 attendees with separate ratings of "excellent" |
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| Niche |
Trade/Association Group |
| Work |
Marketing Consulting; Media Consulting |
| Problem |
Outdated direct mail letter wasn't attracting new members; lack of media attention by Press |
| Solution |
Revamp direct mail letter; pitch Club's progress to business editors and reporters |
| Results |
10% direct mail response from new members; local feature story done on Club President, complete with color photo |
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| Niche |
Leading monthly humor magazine featuring satire, comedy, spoofs, parodies and comic strip humor |
| Work |
P/R; E-Strategy; Media |
| Problem |
Lack of national media attention to monthly issue; improve magazine's subscription interest |
| Solution |
Promote special "Eminem" issue through national, regional and local media outlets |
| Results |
National radio and TV appearances on The Howard Stern Show, Comedy World, eYada.com, Wirelessflash.com; A 25% increase in web traffic and more subscription interest |
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| Niche |
Computer network and software development |
| Work |
Marketing Consulting; Creative; Copywriting |
| Problem |
Outdated sales letters lacking persuasive tone and focus |
| Solution |
Create 2 new sales letters - introductory and follow-up |
| Results |
A 50% increase in appointments and business |
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| Niche |
Information Technology and MIS recruiting and placement |
| Work |
Marketing Consulting; Creative; Identity |
| Problem |
An outdated 2-color logo that lacked high-end technology "feel" and "punch" |
| Solution |
Create a corporate logo that communicates the company as a leader in IT recruiting - within company budget - while communicating an Information Systems feel |
| Results |
Produced 8 tasteful and newly designed, sleek 2-color logos for consideration - logo chosen was a high-end stylish feel while incorporating an "Information Systems" flair |
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| Niche |
Online provider of upscale gift baskets, food baskets, unique gifts and gift ideas for any occasion |
| Work |
P/R; E-Strategy; Media |
| Problem |
Need greater national exposure of the company's beautiful products and services |
| Solution |
Craft a publicity plan to have Gift Baskets.com featured in national stories to influence web site traffic |
| Results |
National exposure in US News & World Report, Net Financial News Television, Selling Power! Magazine |
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| Niche |
Financial services for high net-worth individuals, institutional investors and growth companies |
| Work |
Marketing Consulting; Creative; Radio Production |
| Problem |
Improve ratings of two leading daily drive-time financial talk radio broadcasts airing to a regional and national audience of 500,000+ |
| Solution |
Executive Produce both shows; reformat content; liven shows via fresh news content, creative production and commercial spots |
| Results |
A 98% increase in listenership in 18 months |
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| Niche |
Certified Financial Planner with over 12 years experience |
| Work |
Marketing Consulting; Creative; Media Production |
| Problem |
Produce one 12 min. "audio business card" master cassette to highlight CFP services |
| Solution |
Copywrite, edit and produce master cassette for duplication and distribution to new prospects |
| Results |
1,000 upscale audiocassettes produced with high-end packaging |
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| Niche |
Upper-level and management recruiting |
| Work |
Marketing Consulting; Strategic Marketing Planning |
| Problem |
No integrated marketing, advertising and publicity plan for a new national business launch |
| Solution |
Create a comprehensive plan, complete with competitive analysis, corporate identify system, media planning and PR strategy |
| Results |
48-page plan submitted for management use for new business unit |
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| Niche |
Business and Management Consulting |
| Work |
Marketing Consulting; Naming Services |
| Problem |
Outdated corporate name didn't reflect Company's expertise in business start-up, turnaround, M&A and restructuring services |
| Solution |
Reposition, rename and create a new identity for Company |
| Results |
Re-named company "Growth Logic" in 45 days |
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| Niche |
Information Technology services |
| Work |
Marketing Consulting; Company Naming |
| Problem |
Missing catchy slogan that describes services |
| Solution |
Create an "audio logo" of identity for Company |
| Results |
Created "Innovative Technology Solutions" in 14 days |
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