Success with Purpose

Summary

Richard Ward is a Certified Financial Planner who has a passion for helping people find their purpose in life. Richard desired to expand his brand reputation to include not only that as a well-respected wealth manager, but one that includes being a coach who provides guidance for living with purpose during the “second half of life”.

Challenges

• Richard is highly involved in many philanthropic endeavors in the Orange County community but had no way to formally communicate opportunities or ways to support/and or get involved in the numerous local nonprofits that need assistance.
• Maintaining compliance with the regulations within the financial industry was critically important.

What We Did

SunUp Group created a new personal website for Richard, called Success with Purpose. We also created a strong personal brand framework for Richard, as well as a solid messaging platform for his Success with Purpose brand. SunUp Group also developed a social media strategy and updated his online presence there to communicate and engage with his primary audience.

Results

• Richard now has an attractive, polished website that builds trust and authority.
• His new content marketing strategy generates unique, relevant and ongoing content thathas increased Richard’s brand visibility.
• An ongoing social media strategy and monthly blog and editorial calendar has provided an effective way for Richard to communicate with his primary audience.