Americans are Turning Off the News
If you find yourself skimming the morning news and skipping the evening news, you're not alone. ...
Clute Wealth Management (CWM) is an independent firm and Registered Investment Advisor (RIA) that provides strategic financial and investment planning in the Champlain Valley region of New York and Vermont. Among the earliest woman-owned and led RIA firms, they asked Marketing Partners for a strategic plan for growth in their rural region, and subsequent help to implement a flexible, integrated communication program to help people build financial independence through shared knowledge.
How can we distinguish a small, rural professional services firm (affordably) in an extremely competitive market — while abiding by complex federal and state regulations governing the financial services industry — and remaining true to the founder's mission of empowering women through financial independence?
Long before the financial firm behemoths turned their attention to gender and other historically underserved groups, our research identified a mission-driven opportunity for Clute Wealth Management.
More than 15 years ago, we suggested three strategies that continue to work hard for CWM:
When we began, CWM did not yet have an independent website. In the years since, we’ve integrated a new digital strategy with an established people-first focus, and redesigned CWM’s website as client and community expectations grew—freeing the firm's team to better deliver personal attention.
For more than fifteen years, CWM has been answering financial planning questions with original, in-depth educational articles designed to build confidence and empower readers.
Each life transition requires different financial planning tools. CWM meets this need with specific toolkits of relevant articles, worksheets, and checklists in their resource library available 24/7.
Consistently engaging and sharing a wide range of resources and information from CWM’s knowledge areas and mission brings increasing awareness, reputation, trust, and website traffic.
During the COVID-19 pandemic, we provided training, assisted in planning, editing, and implementing a branded series of Lakeside Chats to help CWM clients and their community feel more connected.
Each Lakeside Chat features a local “expert” on a wide range of personal and financial literacy topics who is invited to talk and interact with other community members.
Despite industry and financial market turmoil over the years, CWM continues to attract and serve diverse clients who want to create a unique path to meet their financial goals.
The firm and its co-owners are also sought out and widely recognized in their service area for providing financial services that build independence and confidence for women, LGBTQ families, and other underserved peoples.