Treybourne Wealth Planners
This Greenwood, Indiana-based firm has a unique story to tell their clients.
About Our Client
The partners at Treybourne Wealth Planners focus on helping individuals, families, and business owners at all stages of life plan their financial future.
Unlike widely known national brokers, Treybourne Wealth is a fee-only registered investment advisor (RIA) and offers customized wealth management, investment management, retirement planning, and tax planning services to their clients in Indiana and across multiple states.
What They Needed
The partners approached Clever Dogs Media to help them connect with prospective clients and to nurture the relationships with current ones.
Treybourne is located in a highly competitive market for wealth management services, and they needed to explain what makes them unique.
How We Helped
CDM Partners Jeff Owen and Sean Miller worked with Treybourne’s Partners - Marty Armbruster and Stephanie Willison - to identify key client personas and hyper-focused messaging.
The project also included developing a comprehensive Inbound Marketing program and recommending appropriate channels to reach their prospective clients.
What We Learned
Financial planning is complex; and that's why people need professionals to help them make important decisions.