Tag Archive for: finance

impact storytelling

Impact Storytelling: Connecting Donors to Your Mission at Year-End

2025 Communicator Awards Winner with WHZ Strategic Wealth Advisors FINANCIAL SERVICES MARKETING CAMPAIGN Effectiveness Key Results: Brand awareness: 75% increase in Google organic brand searches, 31% increase in website users Lead generation: 23% increase in new prospects Lead value: 19% increase in average household value of new prospects/clients vs. previous period

WHZ Strategic Wealth Advisors | “Absolute Confidence. Unwavering Partnership. For Life.”

New website optimized for improved SEO and user experience

Marketing Strategies That Drive Growth When Times Are Tough

Dunn Marketing and WHZ Strategic Wealth Advisors at the 2024 Gramercy Institute Financial Content Marketing Awards. Pictured left to right: 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.

Person-Centered Content Marketing

This award-winning content marketing campaign for WHZ Strategic Wealth Advisors was among the first in the wealth management industry to leverage client stories and testimonials.

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

Dunn Marketing Welcomes Samantha Prario As Digital Marketing Specialist