Bauman WealthFull-scope growth for a wealth advisory firm.
Overview
Bauman Wealth didn't need another vendor. They needed someone running the whole growth engine: marketing, sales, operations, brand, live events.
That's what we did. Consulting through a growth phase from $150M toward ~$400M AUM.
At a glance
- Areas of work: strategy, brand, website, ads, events, print
- 6
- Ad files shipped: 14 concepts in three formats
- 42
What we did
- Marketing, sales, and operations support
- Brand visual identity
- Website design and build, live at baumanwealth.com
- Live event creative and support
- 14-concept paid ad creative system, built in 1:1, 4:5, and 9:16
- Print bench ad, email signatures, seminar ads, and event flyers
Everything pointed the same direction.
A firm with one clear position across every touchpoint: ads, events, inbox, and street. Growth needs more than media. It needs everything pointed the same direction.
