Saddock Wealth is a boutique multi-family office who has been helping their clients with planning and investments since 1980 by providing tax planning and CPA services. However, they are not a CPA firm. They help their clients automate and simplify the whole process of building a portfolio.
The challenge for this client was in the content. At first, they only needed help with creating a new and updated website, but they soon wanted more help with their overall brand. This is why they reached out to us to help.
To start, we built a whole new website for them and made sure that it looked modern. Apart from that, we added specific widgets the client was needing, and likewise made sure that the website throughout was built with speed in mind. Along with that, we had to split blog content between their two separate brands, saddockwealth.com, their new website, and saddockadvisory.com, their original website. Although it was a challenge, we have been able to deliver monthly content for both brands simultaneously without any issues.
Apart from this, we included full brandscript, foundation content, email campaigns and autoresponders. We made sure that all images, colors and calls to action matched their brand as well. The following are the full list of other services that we have been able to help them with:
- Marketing Automation
- Social Media Content Posting
Lastly, we integrated with their CRM for email campaigns and nurture campaigns. One interesting thing we did for Saddock Wealth is, we created an onboarding campaign to welcome their newcomers to their company. This was to give them a background on who they are and what they stand for. Overall, we are happy with the results we are able to bring them and look forward to working with them in the future.