Preferred learners
- Anywhere
- Academic experience
Categories
Project scope
- What is the main goal for this project?
-
We are a boutique financial services firm that focuses on retirement and financial planning for institutional clients with a focus towards public education employees. Our firm target markets to our niche client. We have developed a set of marketing strategies, but it has been challenging to implement them.
We would like to collaborate with students to review and post content promoting our company. This will involve several different steps for the students, including:
- Familiarizing themselves with our target market, products and services.
- Reviewing marketing content in the form of posts, emails, brochures, etc.
- Deploying content according to our social media calendar to increase calendar additions of our target niche client.
- Creating a calendar of content with evergreen content included.
- Overseeing our channels and keeping them up-to-date.
Bonus steps in the process would also include:
- Recommending search engine optimization (SEO) strategies so our materials are easily accessible.
- What tasks will learners need to complete to achieve the project goal?
-
By the end of the project, students should demonstrate:
- Familiarity with our target market, products and services
- Deployment of marketing content
- Updates to our channels
Bonus steps would include:
- Recommending SEO strategies
Final deliverables should include
- Marketing materials.
- What is the main goal for this project?
-
We are a boutique financial services firm that focuses on retirement and financial planning for institutional clients with a focus towards public education employees. Our firm target markets to our niche client. We have developed a set of marketing strategies, but it has been challenging to implement them.
We would like to collaborate with students to review and post content promoting our company. This will involve several different steps for the students, including:
- Familiarizing themselves with our target market, products and services.
- Reviewing marketing content in the form of posts, emails, brochures, etc.
- Deploying content according to our social media calendar to increase calendar additions of our target niche client.
- Creating a calendar of content with evergreen content included.
- Overseeing our channels and keeping them up-to-date.
Bonus steps in the process would also include:
- Recommending search engine optimization (SEO) strategies so our materials are easily accessible.
- What tasks will learners need to complete to achieve the project goal?
-
By the end of the project, students should demonstrate:
- Familiarity with our target market, products and services
- Deployment of marketing content
- Updates to our channels
Bonus steps would include:
- Recommending SEO strategies
Final deliverables should include
- Marketing materials.
- How will you support learners in completing the project?
-
Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:
- Our products and services
- Our marketing strategies
- Input on choices, problems or anything else the students might encounter.
- What skills or technologies will help learners to complete the project?
-
In order to complete this project, students can self-teach, but it is beneficial to be familiar with:
- Business marketing and brand awareness
Again, students can complete this project without any of the prior knowledge listed here. Students will be expected to research and learn more about the above as the project goes along.
About the company
- https://myturningpointe.com
- 2 - 10 employees
- Banking & finance
At Turning Pointe Financial, we employ a client-centric process designed to help investors and retirees take command of their wealth. As a strategic partner, we apply our experience and seasoned perspective to building sophisticated solutions that integrate all aspects of a client's financial life.
Though we are engaged in adapting to our rapidly-changing industry, we separate ourselves from other firms by adhering to our disciplined and time-honored approach. Through all stages of our partnership, we have a concierge level of service for each and every client.