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.
|
| Project Synopsis: Activities/Actions Required | |
| Project Synopsis: Expected Results |
Project Timeline
WealthBridge Financial Group - Create a “Blitz” Marketing Campaign for Private Wealth Management Company
|
Due Date
|
Activities |
Deliverables
|
Status
|
Action | |
|---|---|---|---|---|---|
|
Sat, 09/11/21
12:00 AM
UTC
|
Milestone #3: Define the Sales & Product Demand Strategy
Required Deliverable
|
Required Deliverable
Deliverable submission is required.
|
|||
|
Description:
Suggested Deliverable: Slideshow Presentation
|
|||||
|
Tue, 10/12/21
12:00 AM
UTC
|
Program Kickoff
|
No Deliverables
No deliverables are required for this action item.
|
|||
|
Location:
|
|||||
|
Fri, 12/10/21
12:00 AM
UTC
|
STUDENT KICK-OFF EVALUATION
|
Required Evaluation
Evaluation submission is required.
|
|||
|
Description:
|
|||||
|
Fri, 12/10/21
12:00 AM
UTC
|
OFFICIAL INTERNSHIP KICKOFF WEB CONFERENCE
|
No Deliverables
No deliverables are required for this action item.
|
|||
|
Description:
WealthBridge Kick-Off
Tuesday, October 12 � 5:30 � 6:30pm
Google Meet joining info
Video call link: https://meet.google.com/ifc-phts-now
Or dial: ?(US) +1 617-675-4444? PIN: ?760 142 260 0827?#
More phone numbers: https://tel.meet/ifc-phts-now?pin=7601422600827
|
|||||
|
Fri, 12/10/21
12:00 AM
UTC
|
REMINDER OF CONFIDENTIALITY
|
No Deliverables
No deliverables are required for this action item.
|
|||
|
Description:
During this program, you'll be working on a real project posed by a real industry partner. By registering for the CapSource system and participating in this Program, you are bound by the Rules of Engagement, including strict confidentiality of information shared with you. Please be respectful and professional.
|
|||||
|
Milestone #2: Develop a Better Understanding of the Target Audience/Clients and Their Needs
Required Deliverable
|
Required Deliverable
Deliverable submission is required.
|
||||
|
Description:
Suggested Deliverable: Value Matrix demonstrating the value delivered to stakeholders; Actionable Client Personas
|
|||||
|
Milestone #4: Make Recommendations for Deployment & Assessment
Required Deliverable
|
Required Deliverable
Deliverable submission is required.
|
||||
|
Description:
Suggested Deliverable: Marketing Playbook
|
|||||
|
COMPLETE TEMP CHECK
|
Required Evaluation
Evaluation submission is required.
|
||||
|
Description:
|
|||||
|
FINAL PRESENTATION
|
No Deliverables
No deliverables are required for this action item.
|
||||
|
Description:
Meeting Link / Time: 4:30PM ET
|
|||||
|
COMPLETE POST-ENGAGEMENT EVALUATION
|
Required Evaluation
Evaluation submission is required.
|
||||
|
Description:
|
|||||
|
Milestone #1: Deep Dive into WealthBridge: Products and Services
Required Deliverable
|
Required Deliverable
Deliverable submission is required.
|
||||
|
Description:
Suggested Deliverable: 2 Page Overview on Company and Peter Lichtenberg's areas of expertise
|
|||||
Program Managers
| Name | Organization |
|---|
Teams
| Team Name | Project Name | Team Members |
|---|---|---|
| No Teams Available |