In response to the great surplus of FAs in the market post the 2008 crash, I proposed the You, Powered by UBS campaign, aimed at acquiring high performing advisors and growing high net worth clients. The campaign consists of a peer-to-peer website with rich content, videos and interactivity, augmented by print communications, on-boarding programs, and events. The implementation of the robust campaign resulted in UBS boosting its HNW portfolio numbers by 15%.
"In Thier Own Words” Video With Testimonials by Clients and UBS Financial Advisors
“In Their Own Words” Video Story Board
Personalized Branch Brochures Printed on Demand.