Financial planning is a competitive market. With an aging client base, Sharkey, Howes & Javer knew they needed to make some changes.
SH&J’s brand and content needed a refresh. Working with their CFO, we created a podcast audio and video series, Inside the Economy with SH&J. To keep both their current clients as well as potential clients engaged, we crafted an email campaign to send their video and written content twice a month. Since it’s launch, the podcast has become their most effective lead generator.