Engagement-building messaging solutions for thriving wealth industry and financial brands targeting upscale and wealth-focused audiences.
One of the periodic posts I write for Barclays on its CSR activities, this is about a Barclays' partnership with Good Shephard Family services in New York City. Rebound helps urban young people learn financial and professional development skills and gets the matched to educational and work opportunities. As corporate citizenship/CSR communications is one of my primary offerings, I'm always pleased to be asked to write these.
This ghostwritten piece is one I successfully pitched to an agency client based on my subject matter expertise and graduate educational background in corporate communications and cultural transformation. I then researched, developed and wrote the content to fit the client's brand and content strategy.
This is a ghostwritten blog post I pitched, researched, developed and write for an agency client. While, as is their prerogative, they revised the introductory paragraph and some of the sources and statistics to suit their unique needs, they maintained the structure and keys to diversity success. The original version is abailable for review upon request.
If you've been home shopping, you know it's rough out there. Home inventory is low and competition, especially for the best homes, is high. You do have another option: building a house of your own. But, will that cost more than buying a resale home? Read this complete guide, an online ebook you don't have to register to download, and learn what to consider so you can make smart choices.
Your home is among your biggest lifetime purchases, so you’ll want to make it right. Like most Americans, you have most of your net worth tied up in your real estate. As an appreciating asset that typically accrues significant equity in the long term, you can use real estate equity for multiple purposes. It also can be passed down to your children. If you learn how to buy yours like an investor, you'll always get the best deals and generate the most equity from the outset. Let these investors tell you how they win in real estate transactions. (As part of enhancing the client's engagement- and SEO-driven content marketing strategy, I pitched, developed, researched, sourced, and interviewed experts for this ebook as part of my role as Senior Writer for Trusted Choice. I also suggested and wrote the copy for the infographic and overall design guidance for the project. )
Why is it critical to have a disaster recovery plan for your business? Nicole Bowen gives readers the answer as she describes executing theirs after a 2013 fire damaged the Fairfax County Federal Credit Union. Her team put their established disaster management strategy into action to continue serving its customers while the home office structure. She shows that, by being prepared for catastrophe when an organization must speedily respond to minimize productivity losses, customer inconvenience and loss of revenue, the business outcome is successful.
If you purchased your life insurance policy some time ago, it’s likely you haven’t thought about it much since then. Maybe your life has changed in significant ways and you’re wondering whether it’s time to adjust your coverage. Here’s when it may be time to reevaluate your life insurance portfolio. (I pitched, developed, researched and wrote this blog post for MetLife.)
A structured approach to training yields high rewards for this credit union and its employees. This case study shows how the Nusenda Credit Union implemented their exceptional employee onboarding and training program and became an award-winning employer. Learn about their talent management program here.
What happens when a small NY credit union uses its own ACH data and a small marketing budget to create a auto loan recapture promotion for its members? Phenomenal results happen, including $2.2 million in auto loan business in seven months, up to a 22:1 ROI for each marketing dollar and a jump in signature loan, HELOC, and new credit card account business. Read my case study and learn how, occasionally, marketing can produce magic (although planning took three years). (I was responsible for data-gathering for the charts and choosing images for the project as well.)
Rewarding members for positive payment behavior increased this credit union's revenue. By turning a longstanding consumer credit model on its head and rewarding its members for their good personal credit behavior without their having to ask first, BECU repriced $100 million in consumer auto loans in 2015, raised revenue and raised its member satisfaction with its refinancing strategy.
Can an enhanced payment structure motivate stronger revenue-generating performance? This Virginia credit union found out it could when it changed its mortgage lending paradigm to accommodate members’ availability and interests. By changing the pay structure for its mortgage loan officers, the credit union substantially increased both personal income opportunities for their mortgage lenders and revenue for the credit union. Moreover, member satisfaction for their mortgage loan clients is at an all-time high and those members maintain at least four personal finance products with the credit union.