Below you'll find a list of all posts that have been tagged as “wealth management”
THE CHALLENGE: A longtime client, Financial Services Advisory (FSA), a wealth management firm with offices in Maryland and Florida, was planning a transition in leadership and contacted Spring13 to create a branded mailing to FSA’s existing client base and centers of influence. The leadership transition was a sensitive matter, and getting the language just right was key to ensuring that …
THE CHALLENGE: Keeney Financial Group, a registered investment advisory (RIA) firm with $350 million in assets under management, contacted Spring13 to rebrand the firm, which has been in business since 1998. OUR APPROACH: With Keeney’s commitment to impeccable service and due diligence, Spring13 saw an exciting opportunity to harness the firm’s approach to business by repositioning the RIA as a …
