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Why Financial Services Companies Such as Citibank, Barclays, theStreet.com, Deloitte, Ameriprise, Merrill Lynch and Investorplace Have Used This Marketing Service to Achieve Superior Results
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Do you believe you can get more profits and clients out of the proliferation of marketing and PR channels now available in financial services?
If so,
consider using a proven marketing consultant who can make it all work for you. A marketing pro who has real, in-depth experience and knowledge of the complexities of the financial field.
My name is Leon Altman and I'm a financial marketer and writer with close to 30 years of experience anda track record of highly successful campaigns.
Some of the clients I've worked with include: theStreet.com, iShares (Barclays Global Investors), Ameriprise, Citibank, Deloitte, quote.com, Merrill Lynch, Union Bank, Met Life, Weiss Peck & Greer private equity, Venrock Associates, Coldwell Banker, and many others, covering just about every nook and cranny of the financial marketing.
And with a series 7 & 63, I have been able to provide my clients with an extra helping of inside knowledge, and I can do the same for you
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A track record of successful marketing projects
- Here is just a small sample of what I've worked on:
- •One of the lead financial copywriters for the introduction of ishares, generally considered the most successful launch of a new investment product in the past 20 years.
- • Helped conceive and develop an asset allocation workbook that Citibank successfully used to attract more prospects to its investment service.
- • Created a PR campaign that helped build quote.com.
- • Created campaigns for thestreet.com helping it to build its different membership levels as well as its premium newsletters.
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| Here are some of the kinds of financial clients I've worked with, ranging from Fortune 100 firms to independent professionals. |
| financial advisors and consultants |
| b2b financial companies |
| stock brokers |
| financial planners |
| mutual funds |
| hedge funds |
| financial information services and publications |
| ETFs |
| investor relations |
| investment newsletters |
| trading software and online tools |
| real estate investments |
| asset managers |
| real estate agents |
| options services |
| accountants |
| commodities trading advisors |
| life insurance |
| life settlements |
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An extra helping of marketing strategy, planning and advice
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In addition to a wide range of tactical marketing services such as copywriting, direct mail, website and blog development, email, social media, lead generation, video, press release, articles and content development, I also provide clients with marketing strategy, planning and advice.
I invite you to look through this website. Check out the samples. If you're looking for a financial marketing consultant and writer with this kind of experience, knowledge and track record, let's talk about your next project.
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