Ideas by Mike, CFP
Financial Planner, Tax Advisor, and Heart-Centered Coach
Mike is a certified fiduciary with over twenty years of experience helping his clients achieve their dreams.
His brand offers a heart-centered, people-first approach to financial education for clients most traditional firms overlook.
Together, we took on a two-day brand overhaul of his website, messaging, sales funnel strategy, and more. Ideas By Mike’s new brand positioning took him from humdrum financial planner to industry-disrupting changemaker targeting one-of-a-kind clients.
See the results:
Mike’s Website | Mike’s LinkedIn | Mike’s Instagram
Copywriting Deliverables for Mike:
Branding and messaging foundations
Website copy overhaul
Newsletter content planning and copy
E-book ghostwriting
Lead magnet creation and funnel strategy
Social media strategy
Video scriptwriting
PR and podcast toolkit
