Building Bottom Lines
The Path from Prospect to Client
During my time at Moneta we have grown from a $20 billion Assets Under Management firm to $27+ billion in three years. I have worked closely with sales to move prospects from awareness to engagement and through to the acquisition phase. Since 2018 we have grown the number of new clients by 24%.
Marketing tactics also play an important role in being easily referable and staying in touch in a socially distanced world. At the start of 2020 Moneta’s social media presence was very limited. Today, we have not only grown posts, but the right kind that have also grown engagement to 6,000+ per quarter.
The Results of an Integrated Plan
I began as Moneta’s Chief Marketing Officer in July of 2018 and have achieved all of the following during my time there.
