Morrison Wealth


Morrinson Wealth

Project Overview

We worked with Linda’s marketing consultancy service for approximately 18 months, to help with our marketing and lead generation transformation.

There are time pressures added to the mix, so it’s no easy project to say the least. Yet, Linda has shown proactively and a willingness to really understand the business, our people and what makes us tick, but more importantly, to understand our clients and their needs in order to use this as the focal point of our marketing activities. As part of the strategic marketing plan; we developed a new brand, key messaging, website, marketing collateral – including a company brochure and launched webinars among other things. In conjunction we put in place a strategy for new channels to market and lead generation, testing, monitoring and tweaking depending on the results ensuring that we had right mix whilst focusing on price per lead. We worked hard to ensure that communication resonated internally and externally to inform and excite everyone along the journey.

Linda’s experience, challenging and ideas have been a breath of fresh air for the business, which has been set in “traditional ways” for some time – she has a go getter attitude which really helps to drive progress on the various moving parts which make up the project.

“Linda helped redefine our strategic marketing approach and was a crucial part of our transformation towards a more client-centric approach, which included a full rebrand and digital marketing launch. Straight-talking and provocative, Linda really helped us to ask ourselves those big questions, and then when we agreed on the answers, helped to implement a plan which will put us in good stead for many years to come. Through working with Linda, we were able to fully close one particular marketing channel and to replace the lost leads with alternative channels entirely, plus an additional 33% on top of our annual target.

Karl Davies, Partner & Chief Business Development Office, Morrinson Wealth. Senior Partner Practice, St. James’s Place Wealth Management

Key Points

  • Marketing and lead generation transformation
  • Moved to a more client-centric approach
  • Full rebrand and digital marketing launch
  • Lead generation: 33% on top of annual target

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