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Our Capabilities
The partners of McCartan & Company bring:
» Extensive experience working within the rep/advisor and end client marketplace, through
creating and delivering marketing campaigns. We know the nuances involved in creating materials for advisors to use with their end clients, and can create and deliver a cohesive message throughout multiple media tailored to both advisors and end users.
» Expertise in managing and delivering design projects within a tight timetable, and extensive experience with the successful delivery of projects championed by many stakeholders. We have successfully facilitated complex approval processes, are well versed with compliance guidelines for writing/designing for financial services, and in addition to our corporate experience, we have also worked with non-profit organizations and government agencies.
» An understanding, based on our work with financial representatives and their clients, of the level of financial awareness that exists throughout the country, and the opportunities that exist to increase that base of knowledge.
» Development of nationwide campaigns and events, including a conference series focused on “on-ramping” that addresses issues related to mothers returning to work after a protracted absence caused by childrearing. This conference has been held in multiple states, over a period of several years, and continues to build momentum. |
Marketing
- Define your corporate identity through branding, mission statements, logos, stationary, etc.
- Brainstorm and perfect your "elevator pitch"
- Develop graphic design standard manuals
- Create advertising campaigns and budgets
- Develop a library of marketing collateral to support your business/product line including borchures, postcards, and flyers
- Create sales seminars and presentations
- Craft letters and conduct mailings for recruiting, prospecting, etc.
- Develop clear and appealing websites
- Update current marketing material
- Provide project-based writing, editing, and design services
- Develop strategic prmotional items
- Write and distribute regular magazines, newsletters, and email communicaitons to clients and prospects
- Position you as an industry expert in yoru community by implementing PR campaigns through a variety of communication vehicles
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Events
- Site selection that meets any budget
- Agenda research and creation
- Speaker selection for conferences and meetings
- Presentation coaching
- Presentation development
- Meeting promotion and registration
- Development of on-site material
- On-site execution and management
- Sponsor coordination
- Plan and execute every facet of events such as client appreciation events, regional meetings, seminars, etc.
- Secure resources including audio/visual support, contract review and negotiation, web services, etc.
- Post Event Evaluation and Metrics
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