The Work

Brennan Financial Services Advisory Group is a wealth management firm focused on helping their clients invest for the life they want. They were in need of a strategic approach to client outreach that included a refreshed website. The new website not only better communicates their planning approach and overall value proposition, but it achieves a better user flow and incorporates relevant keywords. Along the way, we’ve assisted with other projects including prospect outreach planning and execution.

Services Provided

• Messaging Strategy

• Keyword Strategy

• Website Development

• Prospect Outreach Planning