NorthCoast Asset Management 2

See how we support the growth objectives of Telemus Capital

Telemus Capital is a $3.5 billion RIA headquartered in Southfield, Michigan. Since 2017, we’ve supported their sales and marketing goals through mergers, new service offerings, the Covid-19 pandemic, and significant growth in their team and assets under management.

$3.5B+

Assets under management
51

People serving investment clients
07

years collaborating with Marketing Wiz

Accomplishments we’ve been a part of

New website development and launch
Mobile app development and launch
30+ webinars promoted and delivered
10+ whitepapers created, designed, and marketed
Hubspot implementation across their sales team
Silver Award at the Financial Communications Society (FCS) awards in 2023
Smartasset strategy using automation by six advisors

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Robert Stone

SENIOR FINANCIAL LIFE ADVISOR, PARTNER

What we've brought to the table

We help RIAs like Telemus define what they should do from a marketing perspective and how to do it. Just as important, we then manage the process from ideation to launch. Below is a collection of services and projects we’ve delivered to Telemus during our partnership

Marketing Strategy

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