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Budd, Melone & Company: Mastering Marketing Across Audiences to Build Relationships

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Case Study

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Understanding that success in financial planning is built on trust and strong relationships, Lou Melone embraced eMoney's digital marketing platform as a critical tool to strengthen and grow business-building relationships for his firm.


To target planning clients, particularly business owners and multi-generation families, through a digital approach that will engage and nurture those relationships in pursuit of firm growth.


Integrating planning content into the firm's communications strategy to build trust and grow the client base. Using content focused on the value of planning and a sound financial plan helped to connect with new and existing clients.


By leveraging the marketing tools within the eMoney platform, Melone was able to strengthen his referrals through online networking with professional associations and maintain regular outreach with automated campaigns.

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“It’s a no brainer. It takes maybe all of five minutes [within eMoney] to select a campaign, customize it, click the button, and share it. ”
Image of Lou Melone, CFP® Lou Melone, CFP® Budd, Melone & Company