PASSWORDMANAGEMENT
Wealth Navigation Advisors
Project Summary:
needed a website refresh, a plan to reach new markets, and a plan to improve client referrals. The team conducted research to identify underserved markets and methods to maximize client referrals. The team delivered a marketing plan, a plan to increase referrals, and website refresh suggestions.
Student Team Members: Kyle Herrington, Carly Slack, Elizabeth Carrillo Lopez, Leini Ortiz, Kelly Rasoul
Faculty Advisor: Derek Podobas, MBA