Chalice Financial Network
Chalice Financial Network™, a member-benefit organization that empowers small to mid-sized independent advisors and business owners, selected TE+A as their marketing partner to build and execute a strategic marketing plan to achieve their plans for growth and expansion. Through a series of interviews and sessions with the client’s leadership, TE+A defined a comprehensive go-to-market plan that detailed the path forward.
TE+A worked closely with Chalice, reviewing all branded collateral and digital assets, and identifying areas that required improvement. Establishing strong corporate brand standards, honing the brand promise and solidifying the value proposition were early-stage core deliverables.
A redesign of the corporate website and Chalice Advisor Exchange™, their digital marketplace, was a top priority. SEO, email marketing, search and display, landing pages, and retargeting were integrated and coordinated with additional offline activities.
The successful launch of Chalice Advisor Exchange was accomplished through great PR, the creation of CommUnity Roadshow and bold print and online advertising. TE+A continues to provide ongoing marketing services as Chalice continues to grow.