wealth
Advisor Recruiting Campaign
Objective
Increase Assets Under Management from ~$3B to $5B through recruitment of independent advisors with books of business consisting of high-net-worth clients.
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Background
Worldsource Wealth Management consists of three divisions:
Insurance Brokers | Financial Advisors | Securities Dealers
Each comprised of independent professionals who valued their independence and the freedom to run their business while enjoying the benefit of being aligned with a larger organization.
Strategy
Develop a national print campaign for each division focusing on honesty, integrity, freedom, independence and partnership and deliver to large-book advisors through the most respected industry publications.
Results
During the 36 months of the campaign:
Assets Under Management rose just over 230% from $3B to $7B and recruitment rose approximately 39% from about 500 dealers, brokers and advisors to just under 700.
Two Summit Creative Awards won.
Worldsource Financial
Worldsource Insurance
Worldsource Securities
Worldsource Securities