In two years since partnering with Hyphen in 2015, Rubach Wealth's digital exposure increased 9 fold, helping them open doors and secure new clients in a shorter time frame.
Hyphen's team has learned a great deal as well including continuously exceeding client communications, improving results and pushing the creative and marketing boundaries within a highly regulated industry.
Rubach Wealth is a Toronto-based boutique insurance and wealth management firm providing financial planning strategies to professional corporations, women executives and their families as well as business owners, young and established alike.
Why we were hired.
Since 2015, Rubach Wealth partnered with Hyphen to primarily support business growth through digital marketing exposure. Secondarily, the firm was looking for realistic advice on the best marketing practices in the financial industry given their budget.
For Elke Rubach, the founder and principal, the most important value add was partnering with an agency that was able to develop and execute marketing plans without significant effort or involvement on the part of her and her team.
- Website design, development and maintenance.
- Content creation and management - blog posts, digital marketing collateral.
- Brand design and copywriting.
- Social media management.
- Event planning support.
- Inbound marketing strategy and execution - SEO, email newsletter, content distribution,
- Ongoing brand and marketing consultation and recommendations.
The Big Idea.
How we achieved results.
Hyphen has taken on an active role as a part-time marketing department, polishing and solidifying Rubach Wealth’s brand identity as well as providing ongoing marketing execution to support client retention and new business generation.
Change the perception of insurance -> Rubach Wealth is value driven from the moment its team meets with a prospect to when they become a client to when they make a referral.
Resonate with the right prospects -> Rubach Wealth’s professional, individual and approachable brand identity and voice are a direct representation of the team. This voice is carried through all marketing initiatives and collateral.
One thing at a time -> Rubach Wealth is very hands-off, yet we don’t make decisions on the team's behalf. All initiatives are staggered to avoid overwhelming the team and reviewed monthly to assess their impact on the business and enable ongoing improvement.