Confluence Financial Partners – Media

Confluence Financial Partners

Confluence was one of the most successful wealth management firms
nobody heard of.
Confluence Financial Partners was a fast-growing wealth management firm with over $1 billion in managed assets. Yet it had little to no brand recognition compared to its more established competitors. The company also lacked a unique brand platform that differentiated it from similar-sized firms.

Using our imagination we turned a small investment into big returns.
We started with an over-arching brand theme: “Imagine That,” which became the foundation for all campaign messaging. Using a two-pronged media approach that included broadcast TV for mass awareness and paid social to target specific audiences, we succeeded in reaching high net-worth individuals in environments that aligned with their affluent lifestyles. We also used paid digital to promote a series of podcasts that positioned Confluence as a “thought leader” in the wealth management industry. This combination of mass media and targeted digital was a more efficient use of their marketing dollars and resulted in a dramatic uptick in website traffic when all channels were live.

Confluence Financial Partners Media