Specializing in Tech, Biotech, and Life Sciences Content Marketing
“The Family Office Mindset” eBook

“The Family Office Mindset” eBook

One of the most ambitious projects in my portfolio is the creation of the episodic ebook, “The Family Office Mindset” for Malloy Wealth Management (MWM). The challenge for MWM was to generate leads for their sales representatives to follow-up on, and I was brought on to develop a comprehensive marketing strategy to address this challenge. Through research into wealth management best practices, we came up with the concept for the book and wrote it within three months. Working with the existing Creative Director, we formatted the book and form-gated each chapter on the MWM website. The results were immediate, with the book generating leads for MWM and establishing them as thought leaders in the industry. This project demonstrates my ability to develop and implement effective marketing strategies that drive business results. You can download a sample of the ebook below.

Family Office Mindset – Preface Sample

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