Proposal to: The Wealth Council - Strategy

Marketing and Communications Strategy for The Wealth Council

  1. Who You Are
  2. What You Offer
  3. Where You're Going

1. Who is The Wealth Council?

  • Building your narrative
  • Identifying your values
  • Establishing your brand
  • Communications style guide
  • Imagery
  • Visual identity, logo, trademarks, brand marks, etc.

2. What does The Wealth Council have to offer?

  • Telling your story
  • Articulating your product and service
  • Providing value, creating content
  • Social media platforms, presence and plan
  • Media plan
  • Website
  • Photography
  • Video
  • Internal communications
  • Standardized phone, email communications
  • E-Newsletters
  • Social and digital marketing
  • Mailings and printed materials
  • Publications
  • Events
  • Gift product or branded merchandise
  • Crisis communications

    3. Where does the The Wealth Council want to go in the future?

    • Growth mindset
    • Includes #1 and #2 but next level, with greater sophistication
    • Scalable marketing strategy
    • Scalable communications plans (proactive, reactive)
    • Stakeholder mapping and engagement


    NEXT: Choose Your Own Adventure