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case study:

Mariner

Wealth Management Evolution:
From Regional Firm to National Player

THE CHALLENGE

A regional wealth management firm with $2.5M in assets under management needed to transform its growth strategy:

 

Heavy reliance on the founder for new business generation

Limited digital presence and modern marketing capabilities

Untapped potential in existing client relationships

Need for succession planning for four senior partners

THE SOLUTION

Over a single year,
I implemented a comprehensive
growth strategy:

 

LAUNCHED

Launched integrated marketing programs combining traditional and digital channels

ESTABLISHED

Established systematic client engagement through monthly portfolio reviews

CREATED

Created specialized service offerings, including estate planning and college planning sessions

IMPLEMENTED

Implemented sales training for financial advisors to drive business development

BUILT

Built a new digital presence with WordPress site management and social media integration

The Results:

  • Doubled assets under management from $2.5M to $5M within one year
  • Generated 30% of new client acquisition through digital marketing
  • Achieved a 200% increase in website traffic while saving $500,000 through in-house management
  • Reduced marketing spend by 10% while expanding reach
  • Successfully positioned the firm for acquisition by Mariner Wealth, securing partners' retirement plans