A Vestorly Case Study with The Philadelphia Group

December 20, 2016
Vestorly

The Philadelphia Group is a Philadelphia-based planning and advisory firm aligned with LPL Financial with over 30 licensed and accredited advisors. Vestorly is part of LPL’s Vendor Affinity Program, allowing the firm access to the platform. We spoke with Zachary Mineur, the firm’s wealth strategist, about his experience using Vestorly.   The Challenge: Digital Presence…

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A Vestorly Case Study with MBM Wealth

October 12, 2016
Vestorly

MBM Wealth is a full service wealth management company based in Missouri, providing comprehensive strategies coordinating clients’ investment, insurance, tax, and estate planning needs. We spoke with Brendan Bradley, Director of Digital Brand Marketing, about how MBM Wealth has used Vestorly. The Challenge: Unengaging, Generic Content   Previously, MBM Wealth relied on word-of-mouth to gain…

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A Vestorly Case Study with Johns Creek Financial

September 27, 2016
Vestorly

Johns Creek Financial is a family financial practice with Kestra Investment Services located in Georgia. Mike Hyser, Managing Director, told us about his experience using Vestorly.   The Challenge: Finding a Simple Way to Send Frequent Touchpoints Johns Creek’s only regular communication was a weekly email featuring a “By The Numbers” economic and financial report. The…

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A Vestorly Case Study with Reich Asset Management

August 31, 2016
Vestorly

Reich Asset Management is an advisor firm with Kestra Investment Services serving investors in the New Jersey area.   The Challenge: Time Lost to Outdated Technology As a firm with Kestra, Reich Asset Management took advantage of access to a legacy email newsletter builder for client alerts, monthly newsletters, and weekly market updates. Amy Mahon,…

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A Vestorly Case Study with The Burney Company

August 26, 2016
Vestorly

The Burney Company is an Investment Advisor providing professional investment management for mass affluent and high net worth individuals. Burney is headquartered in Virginia and in 2016, was named to the Financial Times 300 Top Financial Advisers. . The Challenge: Sharing Higher Quality Content More Frequently In 2014, The Burney Company set up profiles on…

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3 New Clients in 9 Months: A Vestorly Case Study with Sizemore Capital

August 27, 2015
Vestorly

Sizemore Capital is a money management and financial advisory firm specializing in retirement and education planning for families and family offices. As an early adopter of Vestorly, Charles Sizemore has reaped many Vestorly benefits for his firm. — The Challenge: Untapped Audience Sizemore Capital had an active online presence, including regular social media, email campaigns,…

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Making the Most of Little Time: A Vestorly Case Study with WellFit Financial

Vestorly

WellFit Financial uses experience, insights, and financial management tools to help like-minded clients achieve wealth, well-being, and abundance. As an advisor with Shareholders Service Group, Greg Lane took advantage of Vestorly’s partnership with SSG to bring Vestorly to his firm.   — The Challenge: Mismanaged Time Previously WellFit Financial split their marketing efforts among several…

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A Vestorly Case Study with Sontag Advisory: Streamlined Strategy and Eye-Opening Results

August 25, 2015
Vestorly

Sontag Advisory is a wealth manager, investment advisor, consultant and fiduciary based in New York City. Eric Sontag, COO and Managing Director, discusses how Vestorly has impacted the firm. — The Challenge: Dry Content with Trivial Results Sontag’s communication strategy with clients and prospects relied on firm-written content hosted on their website. Facing difficulty writing…

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Software as Powerful as a Full Time Employee: A Vestorly Case Study with Halbert Hargrove

Vestorly

Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Recognized as one of the top wealth advisory firms in the country, Halbert Hargrove is committed to transparency and innovation. Drew Taylor, Managing Director, shares his Vestorly success. — The Challenge: No Strategy, No Results Halbert Hargrove’s former communication efforts featured only…

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An Engaging Presence in 15 Minutes: A Vestorly Case Study with Fish and Associates

August 24, 2015
Vestorly

Fish and Associates provides comprehensive wealth management services to clients with a dynamic planning process. Named one of the Top Financial Planners in the country from 2008-2011, Kathy Fish and her firm were an early adopter of Vestorly through its integration with Kestra Investment Services.   — Too Little Time With a strategy focused on solving…

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