Project Title: Create a “Blitz” Marketing Campaign for Private Wealth Management Company
WealthBridge Financial Group
| Details | |
|---|---|
| Project Title | Create a “Blitz” Marketing Campaign for Private Wealth Management Company |
| Project Topics | Marketing Reporting, Financial Planning & Analysis Research & Development Sales & Business Development |
| Skills & Expertise | |
| Project Synopsis: Challenge/Opportunity |
WealthBridge Financial is small business that aims to help CPAs, Real Estate Professionals, and Medical Professionals with their wealth management and retirement strategy. If you're interested in the world of finance, this opportunity is for you! Throughout this program, you'll be working directly with Peter Lichtenberg, a private wealth manager with over 30 years of experience. His hope is to leverage you and your team to build out a 'blitz-style' marketing campaign to aid with brand recognition and customer adoption. After learning about the businesses core offerings, Peter expects that you'll be able to assemble a strategic marketing plan, including target audience profiles and a marketing strategy so you can begin to test out the best ways for WealthBridge to acquire new customers.
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| Project Synopsis: Activities/Actions Required | |
| Project Synopsis: Expected Results |
Project Timeline
| Touchpoints & Assignments | Date | Type |
|---|---|---|
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Milestone #3: Define the Sales & Product Demand Strategy |
Sep 11 2021 | Submission Required |
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Program Kickoff |
Oct 12 2021 | Event |
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STUDENT KICK-OFF EVALUATION |
Dec 10 2021 | Evaluation |
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OFFICIAL INTERNSHIP KICKOFF WEB CONFERENCE |
Dec 10 2021 | |
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REMINDER OF CONFIDENTIALITY |
Dec 10 2021 | |
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Milestone #2: Develop a Better Understanding of the Target Audience/Clients and Their Needs |
Submission Required | |
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Milestone #4: Make Recommendations for Deployment & Assessment |
Submission Required | |
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COMPLETE TEMP CHECK |
Evaluation | |
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FINAL PRESENTATION |
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COMPLETE POST-ENGAGEMENT EVALUATION |
Evaluation | |
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Milestone #1: Deep Dive into WealthBridge: Products and Services |
Submission Required |
Program Managers
| Name | Organization |
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Teams
| Team Name | Project Name | Team Members |
|---|---|---|
| No Teams Available |