Alexforbes Wealth wanted to position their proposition in a powerful and compelling way that provided leads and access to C-Suite client prospects.

Understanding the niched audience and the kind of restricted access for lead generation, we developed a multi-prong campaign. We knew cold calls and direct contact without context was not effective, so we started with a unique and impactful door opener… a bonsai tree custom packed and delivered to prospects. Accompanying the tree was a QR code providing an augmented reality experience and personalized message from the individual sender. We also created social media content and a content plan for the business and for each individual adviser, as well as a profile site and direct client communication tools.