Objective 1: Increase the number of Financial Planning clients and increase revenue.

Objective 2:  Copy that is less about the services – a prior approach – and more about understanding the target audiences’ needs with solutions that empower them to take control of their financial future.

Target Audiences: Existing clients who are not Financial Planning clients & prospects who meet data-driven criteria.

My work: Conceptualize new narrative, “Write an epic financial story. Your story.” The copy is data-driven but written to evoke a sense of empowerment and call to action to take charge of your financial future, where First Horizon is here to help. The call to action: “Let’s chat about your needs over a cup of coffee”