Portfolio
LifePro University
LifePro hosted their annual University conference in San Diego, California to empower financial advisors with lessons from leading thinkers and influential figures in the financial services industry. At the 2004 LifePro University, I had the honor of presenting our digital marketing program’s capabilities, client acquisition processes, lead funneling systems, automation, and social media marketing alongside my team.
Event Program
Post-Event Blog
Email Campaigns
LifePro’s partners and clients found immense value in the educational Money Script Monday video series. Every week, partners were emailed client-friendly content to break down advisor’s oftentimes complex financial solutions. Despite the content’s value, I realized while filming, producing, and distributing this series that the content had no circulation beyond its distribution week.
I put hours into producing this, and I wanted to increase its longevity and utility. I wrote an email campaign tying together content to deliver a concept-driven story to repurpose the content, resulting in the revival of some incredibly valuable content. Since advisors experience a slowdown in business over Summer, the solution was truly twofold because it kept them consistently engaged with clients. All resources from the Money Script Monday series were branded to the advisor and their business, keeping the authority our partners while we drive their business in the background.
White Paper
Year in Review
Communicating genuine value beyond monetary worth drives marketing success in the financial services industry. I loved bringing a spreadsheet’s story to life with this impactful video demonstrating LifePro’s authentically positive impact on families’ finances.
Simplicity Ad
ScriptCraft Studios 