We built the Wealth with Julie brand from the ground up, helping establish Julie as a trusted voice in financial literacy. Our work together has since led to a book deal and regular contributions to the Globe & Mail, Maclean’s, and MoneySense.

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Insights

By interviewing a group of past and current clients, we were able to identify Julie’s unique strengths and amplify them through her brand.

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Strategy

The Marketing Plan was embedded with a social strategy, designed to connect authentically with the Wealth with Julie evolving audience.

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Digital Marketing

Creation of the “Art of Abundance” video podcast where Julie interviews real life clients around a specific finance or insurance topic. 

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Public Relations

Leveraging both intimate partner events while positioning Julie as an expert with media coverage and podcast opportunities.