Case Study
Summit Wealth
Bridging Firm-Wide Strategy with Advisor-Centric Solutions
Summit Wealth Partners, a national RIA with over 25 advisors, faced a unique challenge: how to balance the marketing needs of the firm with the individual growth goals of their advisors. They needed a cohesive strategy to elevate the firm’s brand while equipping their advisors to deepen personal connections and grow their networks. Dellosa & Co. partnered with Summit to create tailored solutions that amplified both firm-wide and advisor-level impact.
Services
- Marketing Strategy & Consulting
- Content Development
- Social Media Management
Wealth Management
In an industry built on trust and personal relationships, Summit Wealth Partners needed a strategy that showcased their collective expertise while empowering individual advisors to build their unique brands.
25+ Advisors
With a large team spanning multiple regions, Summit required scalable marketing solutions that worked seamlessly across the firm and for individual advisors.
15+ Months
Over the course of nearly a year and a half, Dellosa & Co. implemented a dual-focused strategy to address both firm-level and advisor-specific needs.
A Unified Voice and Deeper Connections
We strengthened their firm-wide brand and empowered advisors to grow their personal networks.
"The custom content they created not only elevated my personal brand but also strengthened relationships with my clients and COIs."
Our Approach
Our collaboration with Swift Solutions resulted in unparalleled efficiency, optimizing operations for exponential growth. Witness the transformative outcomes that elevated Swift Solutions to industry leadership.
Firm-Level Strategy
To elevate Summit’s brand, we focused on strategic initiatives that showcased the firm’s thought leadership and strengthened relationships with COIs and clients.
- 12-Month Event Calendar: We designed a year-long calendar featuring intimate entertainment opportunities, such as private dinners and networking events, tailored to build deeper relationships with key COIs and clients.
- Podcast Development: Collaborated on the concept for a podcast that highlighted the firm’s internal expertise, reinforcing their reputation as industry leaders and giving advisors a platform to share insights.
Advisor-Centric Marketing
Throughout the engagement, we provided ongoing guidance to ensure both firm-level and advisor-specific strategies were implemented successfully.
- Voice and Messaging Workshops: Worked with six senior advisors to craft unique messaging themes and define their personal brands.
- Custom Content Creation: Produced tailored articles for each advisor, enabling them to share expertise and connect with their target audiences.
- Social Media Tools and Training: Equipped advisors with the confidence and resources to engage their networks on social media effectively, ensuring consistent and professional messaging.
Execution and Support
Throughout the engagement, we provided ongoing guidance to ensure both firm-level and advisor-specific strategies were implemented successfully.
- Regular check-ins to refine the event calendar and monitor podcast progress.
- Continued support for advisors, including content updates and social media engagement tips.
Unified & Empowered
Dellosa & Co.’s partnership with Summit Wealth Partners resulted in a marketing transformation that elevated the firm’s visibility while empowering their advisors to grow personally and professionally.
- Firm Impact: The 12-month event calendar strengthened relationships with COIs and clients, and the podcast positioned Summit as a thought leader in the industry.
- Advisor Impact: Advisors reported greater confidence in their marketing efforts, with increased engagement across their networks and positive feedback on their custom content.
Summit Wealth Partners now has a scalable marketing framework that balances firm-wide promotion with advisor-specific growth, ensuring long-term success across all levels of their organization.
This case study is inspired by real solutions we’ve provided to real clients, with names and details adjusted to protect confidentiality.
"The custom content they created not only elevated my personal brand but also strengthened relationships with my clients and COIs."
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