Below are a number of representative projects with which I have been pivotally involved.
Click on the case study to see the brief and the result. See the full list of client sites.
Research and integrated marketing
. Case study: Benefit Chicago
Books
. Project: Exponent(50) : A Tribute to Complexity 1967–2017
. Project: The Chicago Community Trust: A History of Its Development, 1915–2015
. Case study: Ex(40) : An Exponent retrospective
. Case study: DWS Investments: Opportunities on the 401(k) Frontier
Web
. Case study: Ensemble Capital Management
Programs
. Wells Fargo: 2019 advisor program yet to be named
. Case study: DWS: WealthFlow
. Case study*: Invesco AIM: PlanForward
. Case study: Allstate: Legacy Planning
Financial education for investors
. Thornburg*: Road of Retirement retirement income seminar series
. DWS Investments: All current retirement plan participant workshops
. DWS Investments: “Leaving your job” kit
Advisor education
. Chicago Community Trust: Philanthropy for legal and financial advisors
. Wells Fargo: Millennial prospecting
. Wells Fargo: New research on retirement income
. Wells Fargo: Investor demand for ESG investing
. Wells Fargo: Municipal fixed income
. Allstate: IncomeReady
. Case study: DWS Investments: Asset allocation for the New Reality
Fundraising
. YMCA of Greater New York: Annual Campaigns 2013–19
. Rosalind Franklin University: 2019 Impact Fund
. Chicago Community Trust: We Are Chicago endowment campaign
. Chicago Community Trust: annual fundraising
Keynotes and conference presentations
. DWS Investments: Fees presentation at ASPPA
. DWS Investments: Power of Personalization
Naming
. Case Study: Waterstone Financial Group
. Invesco AIM*: PlanForward
. DWS Investments: ClientScope
. DWS Investments: ChoicePlan
. DWS Investments: Praxis
. DWS Investments: RetIRAbility
Branding
. Blue Cross Blue Shield Association: Brand Book
. Bridgeport Coffee Company
. DWS Investments
. NPS Pharmaceuticals: Brand Book
Advertising
. Case study: Deloitte
Product promotion
. Case study: DWS Investments: David Dreman
. Case study: Motorola: Flexible Security
New market entrants
. ADP TPASelect*
. Prudential PruSolutions Plus*
Video
. Allstate: Internal strategy video
. DWS Investments: Structured notes video
. Zurich NA: HelpPoint for Brokers video campaign
Legislative alerts for advisors
. DWS Investments: Finding the Right Fiduciary Level
. DWS Investments: QDIAs and Answers
. DWS Investments: EGTRRA
. Alger: QDIA
. Thornburg*: PPA
Recruiting
. Case study: Long Grove direct mail posctard series
Newsletters
. Case study: DWS Investments: Retirement Focus
. YMCA Today [several issues]
Sales ideas
. Allstate: TrueReturn
Annual reports
. Aftermarket Technology Corporation
. Blue Cross Blue Shield Association
. YMCA of Metropolitan Chicago
*Executed in close association with
Quantum Marketing Partners