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

What we did ...

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

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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Atlanta, GA USA

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