Grabow Wealth Management

The team at Grabow Wealth Management engaged Trident Marketing for the purpose of enhancing their client communications and improving their digital reputation.

Our Solution:

Trident Marketing helped develop attention-grabbing emails on topics their clients actually cared about. We also put a focus on leveraging the email platform to improve their digital reputation via a Google Business Profile. You can view email examples & the GMB profile, below!

The Results:

  • These email communications resulted in $400,000 in new AUM and 19 positive Google Reviews from current clients.

  • The improvement in their digital reputation also led to $1.2 M in new AUM from prospects that converted into clients (due to the reviews and improved SEO).

  • The Grabow Wealth Management team now has a deeper connection with their clients and an improved way of communicating important market or topical news.

Attention-Grabbing Emails

This collection of emails is a small sample of what we send. These emails not only get opened (over a 60% open rate), but actually drive action (4% click-rate).

Google Business Reviews

In today’s world, your digital presence is everything. That’s why, helping advisors improve their digital presence through the relationships they’ve already built is a excellent tactic to solidifying you in your local market.

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