Financial Services · Insurance Advisory
16 Consultative Conversations for an Insurance Advisory Business
An insurance advisory business struggled to differentiate its expertise from transactional product-selling approaches.
16
Consultative conversations
6
Prospective advisory relationships
01 · The client and challenge
Where they started
An insurance advisory business struggled to differentiate its expertise from transactional product-selling approaches.
02 · Myntmore's approach
How Myntmore approached it
Myntmore repositioned the founder around financial protection, risk awareness and long-term planning. We developed educational content and targeted professional networking with business owners and senior executives.
03 · Campaign metrics
Results across the funnel
Consultative conversations16
Prospective advisory relationships6
04 · Business outcome
What changed
Higher engagement with educational content. Increased awareness among business-owner audiences.
Myntmore's role
Positioning, targeting, content and outreach, designed and run as one system.
Services used in this engagement
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