We are a boutique financial services firm that focuses on retirement and financial planning for institutional clients with a focus towards public education employees. Our firm target markets to our niche client. We have developed a set of marketing strategies, but it has been challenging to implement them.

We would like to collaborate with students to review and post content promoting our company. This will involve several different steps for the students, including:

• Familiarizing themselves with our target market, products and services.
• Reviewing marketing content in the form of posts, emails, brochures, etc.
• Deploying content according to our social media calendar to increase calendar additions of our target niche client.
• Creating a calendar of content with evergreen content included.
• Overseeing our channels and keeping them up-to-date.

Bonus steps in the process would also include:

• Recommending search engine optimization (SEO) strategies so our materials are easily accessible.

By the end of the project, students should demonstrate:

• Familiarity with our target market, products and services
• Deployment of marketing content
• Updates to our channels

Bonus steps would include:

• Recommending SEO strategies

Final deliverables should include

• Marketing materials.

Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:

• Our products and services
• Our marketing strategies
• Input on choices, problems or anything else the students might encounter.