KWM Wealth Ltd
We worked with Linda’s marketing consultancy service for approximately six months, to help with our marketing strategy, budget and plan.
Linda partnered with us to put together a marketing strategy and budget, which when signed off was translated into a practical marketing plan with timeframes and KPIs. The budget involved getting many different stakeholders onboard and comfortable with a way forward.
Internally at our business, she worked with me to agree a new brand including a new logo and brand guidelines, key messaging and the blue print of a website, that reflected our uniqueness to ensure it resonated both with employees and clients/ prospects.
We also spent time looking at new channels to market, which would fit with the business (or not) and how to incentivise our financial advisers to reach KPIs and business targets.
- We worked with the business to develop a marketing strategy and budget that the many different stakeholders were onboard with.
- Following sign off, we translated the strategy and budget into a practical marketing plan with timeframes and KPIs
- We developed a new brand and key messaging which reflected the uniqueness of the business and resonated with both employees and clients
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Linda provided focus and clarity for the business in terms of marketing strategy. I appreciate her willingness to understand our business, our clients, rolling up her sleeves and getting involved. Her experience in the industry and dealing with many personalities really helped.Oliver Frankl, Managing Partner, KWM Wealth
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We worked with Linda’s marketing consultancy service for approximately 18 months, to help with our marketing and lead generation transformation.