Skip to main content

Financial/Tax/Investment Planning and Family Office

Fairman Group

Serving Individuals and Families Since 2002

Fairman Group Family Office wanted to expand its reach throughout the Philadelphia area with the overarching message: Let us be your advocate for all aspects of your financial affairs. Markitects worked collaboratively with the partners to update the company website, put in place a business development process, and create several emails, blogs, and ad campaigns, including an Empty Nester series—all culminating with a call to action: Are you ready to make your best financial decision, ever?

Accomplishments

Deliverables

Business development and marketing process

Thought leadership content development

Website design and development

Database management, email marketing and metrics

Results

Increased awareness with new prospects

Enabled cross-selling of new services to existing clients

Created a pipeline/sales function with the company