Baer Wealth Management

Client Details

Engagement: Operations & Strategic Marketing
Industry: Investment Advisory
Market: Atlanta

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Project Description …

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What was needed ...

Strategic marketing plan
Operations & personnel management
Succession planning
IT services

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What we did ...

Created strategic marketing plan
Aligned marketing & growth targets
Assisted with personnel hiring & transitions
Conducted quarterly reviews
Provided IT services

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The results ...

All projects on-time & on-budget
Transitions completed ahead of schedule
Firm on growth trajectory

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Iron Consulting Group

With more than 30 years of experience in brand, marketing and communications, IRON Consulting Group is ready to handle everything your business needs for success.

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404.513.0804

Atlanta, GA USA

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Often when interviewing a new client, I will ask … Do you have a brand? What is your brand? Do you think having a brand is important?

Are You A Perfectionist?

If your hand is already in the air … and at the same time your head is down evaluating the sentence structure and looking for typos … the answer is obvious.

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