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

Touchpoints & Assignments Date Type

Milestone #3: Define the Sales & Product Demand Strategy

Sep 11 2021 Submission Required

Program Kickoff

Oct 12 2021 Event

STUDENT KICK-OFF EVALUATION

Dec 10 2021 Evaluation

OFFICIAL INTERNSHIP KICKOFF WEB CONFERENCE

Dec 10 2021

REMINDER OF CONFIDENTIALITY

Dec 10 2021

Milestone #2: Develop a Better Understanding of the Target Audience/Clients and Their Needs

Submission Required

Milestone #4: Make Recommendations for Deployment & Assessment

Submission Required

COMPLETE TEMP CHECK

Evaluation

FINAL PRESENTATION

COMPLETE POST-ENGAGEMENT EVALUATION

Evaluation

Milestone #1: Deep Dive into WealthBridge: Products and Services

Submission Required

Program Managers

Name Organization

Teams

Team Name  Project Name  Team Members 
No Teams Available