WM Interview Case Study??
“In preparation for our discussion, I would like you to think about the marketing strategy you would implement for our team. A good place to start would be to understand the function of wealth management and our team’s role as investment advisors and fiduciaries for our clients. I encourage you to be specific and interpret this strategy in your own creative twist, so long as you are able to explain your strategy and its feasibility.
A large area in our marketing plan we are looking to develop is utilizing LinkedIn to prospect for clients as well as professional networks. With your strategy, cultivate a comprehensive plan with implementation steps/budgeting as you see fit.”
How would you go about answering this?
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