After discovering AimFire Marketing in a profile in the Indianapolis Business Journal, financial planner Mike Curtiss sought the help of an experienced marketing consultant to guide the activities of his firm, Envisioning Financial. As part of a monthly marketing retainer, Susan Young of AimFire Marketing worked with Envisioning Financial to develop a marketing plan, and guided activities such as direct marketing efforts, event planning, potential partnerships, sales support and PR.
As part of a branding effort, AimFire Marketing helped Envisioning Financial develop two trifold brochures and separate websites for its individual financial planning services and its tenant-in-common real estate exchange services, Envisioning Exchange. The two new websites would improve upon the company’s existing websites and make the websites more search engine-friendly. In addition, AimFire Marketing helped the company develop direct mail invitations and content for promoting lunch-and-learn and dessert seminar sessions to educate potential clientele.
AimFire Marketing also helped Envisioning Financial develop a public relations strategy, submitting several press releases to area and industry reporters, editors and producers, and positioning the company as a retirement expert. The PR efforts resulted in several local feature articles as well as a television interview segment on the local WTHR Channel 13 – Indianapolis during the evening news.
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