Bauman Scott Financial Services
The team at Bauman Scott Financial Services engaged Trident Marketing for help creating customized content for their prospects and clients.
Our Solution:
Trident Marketing helped create two, unique pieces of content specific to their target audience of HNW families. You can view the content, below!
The Results:
In conjunction with email campaigns & social posts promoting the content, their website traffic increased by 45% and average engagement time increased by 3 minutes!
Anecdotally, clients reached out to the Bauman Scott Team asking for meetings about the topics discussed in the ebooks - estate planning and long-term care.
Establishes this advisor as a subject matter expert and helps improve brand perception.
Long-Term Care Ebook
This ebook helps readers understand what long-term care is, ways to pay for care, and some practical examples of how investors can structure their care plans.
Charitable Giving Ebook
This ebook is for HNW investors looking to reap more benefits from charitable giving, and creating a strategic philanthropic plan.