Dunn Marketing, WHZ Strategic Wealth Advisors Win Prestigious Gramercy Institute Award for Person-Centered Content Marketing Campaign

NEW YORK CITY (September 26, 2024) – Dunn Marketing and WHZ Strategic Wealth Advisors have been honored with a 2024 Gramercy Institute Financial Content Marketing Award in the Personal Investing, Business-to-Consumer category, tying with industry giant Vanguard. The award recognizes Dunn Marketing’s and WHZ’s innovative person-centered approach to financial industry marketing and communications. 

The Gramercy Institute is the world’s leading network for senior marketers from top financial institutions. The Institute presents the awards annually to recognize excellence and achievement in financial content marketing. Winners were announced at a ceremony held in New York City on September 26, 2024, as part of Gramercy Institute’s Financial Marketer’s Forum. 

The award-winning submission, entitled “Serve, Don’t Sell: Winning Prospects & Wooing Clients Through Person-Centered Content Marketing,” employed a multi-channel content strategy specifically tailored to the top financial concerns, needs, and interests of WHZ’s clients and target audience segments. By delivering value through information relevant to clients’ and consumers’ lives, the campaign significantly boosted brand awareness, lead generation, and client retention for WHZ. 

Key results during the campaign period included a 92% increase in new and prospective clients; a 26% increase in website visitor volume; and impressive increases in engagement across digital channels, including a 251% increase in podcast downloads and 78% growth in e-newsletter subscribers.  

WHZ Principal/Managing Partner & Chief Goals Strategist James Zahansky, AWMA® also attributes the firm’s exceptionally strong client retention rate and Net Promoter Score (NPS®) to the person-first approach and the personal, lifelong partnership that WHZ seeks to maintain with each of its clients. WHZ maintains a client retention rate of 99% and an NPS® of 86.2, which places it in the NPS® “world-class” category for customer experience. 

“Our philosophy and culture at WHZ is inherently person-centric. Forging strong, long-standing relationships where our team delivers value to our clients is at the foundation of everything we do, which is why we strive to deliver on our promise of ‘Absolute Confidence. Unwavering Partnership. For Life.’ for each and every client we serve,” Zahansky said . “Our partnership with Dunn Marketing has really brought that steadfast commitment to the forefront not only for our clients but now also for others who might be new to our firm as well. The end result is that we’re able to connect and partner with more people, business owners, and organizations who can benefit from having a truly strategic and steadfast financial partner in their corner.”  

“We’re thrilled to receive this recognition from the Gramercy Institute with our friends and partners at WHZ. Our empathy-driven brand-building process is based on the truth that long-term success is dependent on how well a business serves their clients, not just sells to them, and to do that you have to take the time to really understand them as a total person, not just as a customer,” said Laura Dunn, CEO & Chief Brand Strategist of Dunn Marketing. “Working with WHZ is a joy because they understand and employ that approach so well with their clients already. Bringing that to life in their broader marketing and communications was a natural next step, and we’re thrilled to see the growth those efforts are fueling for their firm as a result.” 

2024 Gramercy Institute Financial Content Marketing – Personal Investing Award, created by Gramercy Institute and presented in September 2024, was based on data gathered in the 18 months preceding the award date. An unknown number of candidates were considered for the award in the Personal Investing Business-to-Consumer category, and two were awarded. Participants pay a fee to apply for consideration. This award is not indicative of an advisor’s future performance, and your experience may vary. For more award information, visit https://www.gramercyinstitute.com/winners-2024-content-mktg-awards. 

To learn more about WHZ Strategic Wealth Advisors, visit whzwealth.com. For more information about Dunn Marketing, visit dunnmarketing.com. 

 

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Photo above: (l. to r.)  Dunn Marketing Junior Account Executive Blake Zahansky; Dunn Marketing Vice President, Client Services Marci Seney; Dunn Marketing CEO and Chief Brand Strategist Laura Dunn; WHZ Strategic Wealth Advisors Principal/Managing Partner and Chief Goals Strategist James Zahansky; WHZ Strategic Wealth Advisors Associate Vice President, Client Experience and Relationships Kate Pitts. 

About Dunn Marketing 

Dunn Marketing exists to fuel the success of good people doing great work through Empathy-Driven Brand Building™ that connects, inspires, and converts. The agency developed a six-step process for person-centered brand development, which it uses as the foundation for crafting and executing omnichannel marketing campaigns for clients across a variety of life services industries including healthcare, human services, education, finance, law, and the nonprofit sector. To learn more about Dunn Marketing, visit dunnmarketing.com.  

About WHZ Strategic Wealth Advisors 

WHZ Strategic Wealth Advisors is an independent investment and fiduciary asset management firm serving individuals, families, business owners, executives, and not-for-profit institutions in 25 states from its offices in Pomfret and Tolland, CT. Founded in 2006, WHZ offers more than 65 years of combined experience in the wealth management and financial planning industry. The firm’s mission is to provide each and every client with “Absolute Confidence. Unwavering Partnership. For Life” through hyper-personalized financial planning and wealth management services delivered within its own Plan Well. Invest Well. Live Well.™ strategic financial planning process. They practice at 697 Pomfret Street, Pomfret Center, CT 06259 and 392-A Merrow Road, Tolland, CT 06084. They can be reached by phone at 860-928-2341. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For more information regarding wealth management and customized financial planning with WHZ Strategic Wealth Advisors, please visit www.whzwealth.com.