Private Ocean

Private Ocean Wealth Management is a high net worth wealth management firm.

Objective: Increase brand awareness, grow the business, and develop marketing infrastructure

SetWave role: CMO, marketing team, writers

Target market: Business owners, executives, and wealthy individuals and families

Deliverables: Created marketing strategy and execution plan. Build the brand through social, advertising (print and digital), thought leadership, blog. Grow the business through lead generation campaigns with paid / earned / owned media, content creation, and creative development.   Develop infrastructure through reporting dashboards and analytics, pipeline process, web site improvements, and SEO.

Impact: First campaign has driven 100+ marketing qualified leads and 5+ prospect meetings. Social profile and web traffic have increased.