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SignatureFD

With $8.5B in assets under management, SignatureFD is one of the largest wealth management firms in the Southeast US.

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The Brief

Accelerating growth for a leading Southeast US wealth management firm

To differentiate SignatureFD from competitors, we set out in collaboration with SignatureFD’s CMO to develop an integrated communications and marketing strategy that would showcase the firm’s uniquely holistic approach to wealth management and deepen engagement with specific client segments, elevating the firm’s profile in its headquarters of Atlanta and more broadly.

Our Approach

Targeted thought leadership and omni-channel engagement

Partnering with SignatureFD’s digital marketing team, we implemented a 360-degree program that combined earned media, social media, virtual events, and high-quality content. A key focus was on LinkedIn Live events, where firm leaders engaged internal and external experts, amplifying organic reach. This comprehensive strategy was supported by digital advertising and paid search efforts, ensuring broad visibility and effective lead generation among high-net-worth investors.

The Outcomes

Driving significant growth and client acquisition

The integrated campaign has supported SignatureFD’s impressive growth, which has seen assets under management increase by more than $1.5B, representing 30%, in less than two years. SignatureFD’s strengthened market position and enhanced brand visibility have solidified its standing as a leader in wealth management in the Southeast US.

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