Strategic Sales Content for a Morgan Stanley Wealth Management Team
The Cypress Group at Morgan Stanley
“Erin helped us get to the heart of what differentiates our work and team. She then developed that into content that we are thrilled to use because of the impact it has with prospective clients. She is a gifted consultant and her creative approach was spot on. The work is exemplary.”
Challenge
The Cypress Group, a specialized wealth management advisory at Morgan Stanley, needed to expand their ongoing success within a niche audience.
Approach
Morgan Stanley’s oversight meant we couldn’t make substantive changes to the website. Instead, I refined their brand strategy and then designed strategic sales content that served as a framework for business development and a comprehensive leave-behind for prospects.
Results
Sales data was not available but the work was expanded into a broader content strategy and was used by the team for many years.
