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Hattig Financial Planning Marketing

Client: Hattig Financial Planning,  Financial Services

Project Overview:

Impressed by the marketing work done for his landscape architect, Outdoor Craftsmen, Josh Hattig of Hattig Financial Planning reached out to Agency BEL for his own marketing needs. While the primary focus was on print marketing, Agency BEL developed a series of targeted mail campaigns to enhance Hattig Financial Planning’s visibility and client engagement.

Objectives:

  • Develop a targeted print marketing strategy.
  • Enhance visibility and appeal within the competitive financial services market.
  • Drive client engagement and acquisition through effective direct mail campaigns.

 

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Hattig Financial Planning Brochure Financial services branding Direct mail campaign Financial planning marketing Hattig Financial Planning case study AgencyBEL branding project Targeted print marketing Personalized financial solutions Financial services marketing Investment strategy marketing Retirement planning campaign
Hattig Financial Planning Brochure Financial services branding Direct mail campaign Financial planning marketing Hattig Financial Planning case study AgencyBEL branding project Targeted print marketing Personalized financial solutions Financial services marketing Investment strategy marketing Retirement planning campaign
Hattig Financial Planning Direct Mail Financial services branding Direct mail campaign Financial planning marketing Hattig Financial Planning case study AgencyBEL branding project Targeted print marketing Personalized financial solutions Financial services marketing Investment strategy marketing Retirement planning campaign

Strategy:

1. Brand Positioning:

  • Positioned Hattig Financial Planning as a trusted and reliable financial planning firm.
  • Emphasized the firm’s commitment to providing personalized financial solutions and exceptional client service.

2. Print Marketing Campaigns:

  • Developed a series of targeted mail campaigns, including postcards, brochures, and direct mail letters.
  • Utilized compelling visuals and messaging to capture the attention of potential clients and highlight the benefits of Hattig Financial Planning’s services.

3. Targeted Messaging:

  • Crafted personalized messages that addressed the specific financial needs and concerns of the target audience.
  • Highlighted the firm’s expertise in financial planning, investment strategies, and retirement planning.

4. Distribution Strategy:

  • Implemented a distribution strategy to ensure the mail campaigns reached the right audience at the right time.
  • Used demographic and geographic data to target potential clients effectively.

Execution:

Laura Sauter, with over 30 years of branding expertise, led the project. The team focused on creating visually appealing and informative print materials that would resonate with the target audience and help Hattig Financial Planning stand out in the financial services market.

Results:

  • Increased Brand Recognition: The targeted mail campaigns helped Hattig Financial Planning gain visibility in the competitive financial services market.
  • Client Engagement: The compelling and informative print materials attracted a steady flow of inquiries and new clients.
  • Growth: The successful mail campaigns contributed to the growth and expansion of Hattig Financial Planning’s client base.

 

Hattig Financial Planning’s print marketing project successfully highlighted the firm’s unique position in the market. By embracing a targeted and personalized approach, Hattig Financial Planning was able to differentiate itself from competitors and build a strong, recognizable brand.

Do you have a financial services business you are trying to launch or to expand your reach to new customers? We should talk!

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