CASE STUDY
Hilary Hendershott, CFP® // Hendershott Wealth
Challenge
Hilary Hendershott is a six-time Investopedia Top 100 Advisor and host of the Love, your Money® podcast, a TEDx speaker, and regularly featured in the Wall Street Journal, NBC, ABC, FOX, DailyWorth, Forbes, and Investopedia. She wanted to create and host her first in-person event for high-net-worth women.
Solution
- Developed fresh messaging and market positioning based on Hilary’s target demographic.
- Created a targeted campaign for her email list, podcast audience, and clients.
- Deployed a full event funnel in an elegant, streamlined fashion.
Results
Our efforts directly led to 55 high-net-worth women signing up for Hilary’s event, including 11 high-value clients.
