Our work:
Goldstone Financial Group
About The Project
Increased AUM by 32% in 2022 vs 2021, and 44% in 2023.
From $287M in 2022 $414M in 2023.
The Problem
Goldstone Financial Group had a strong presence in traditional advertising methods but lacked a robust online marketing strategy. They had valuable marketing material for their target audience (50-70 y/o retirees and those nearing retirement) but needed guidance to deliver it effectively.
The Solution
We revamped Goldstone Financial’s brand guideline document for online and traditional mediums, established their online presence, and implemented a solid Google and Meta Ads strategy and a weekly email newsletter segmented by clients and prospects. We also formed partnerships with local ad distributors and local media opportunities, which helped Goldstone become one of Inc. 5000’s fastest-growing American companies.
The Win
Goldstone’s AUM increased by 32% in 2022 and expanded to $414M in Summer 2023, a YoY increase of 44%.
