Integrated Marketing for Mission-Focused Financial Firm
More than 15 years ago, Business & Estate Advisers turned to CEL for a rebranding project. As the partnership grew and developed, CEL’s role expanded to include integrated marketing, strategic planning, the launch of a new website, event planning, video development and more, all in close consultation with the B&E team. As a purpose-driven financial and business firm, B&E builds lasting relationships based on a commitment to service and a firm focus on staying current and looking ahead. The internal and external communications CEL provides reflect this dedication, demonstrating B&E’s unique vision and capabilities in an ever-changing marketplace.
![B&E-Stone-Logo-Mockup2 Business & Estate Advisers logo](https://www.celpr.com/wp-content/uploads/2021/04/BE-Stone-Logo-Mockup2-scaled.jpg)
![B&E-Poker-Party-Invite poker party front of card](https://www.celpr.com/wp-content/uploads/2021/04/BE-Poker-Party-Invite-scaled.jpg)
Annual poker tournament for clients and friends to raise money for charity.
![B&E-Poker-Party-Invite-Drink-Card poker party invitation and RSVP cards](https://www.celpr.com/wp-content/uploads/2021/04/BE-Poker-Party-Invite-Drink-Card-scaled.jpg)
At the 2020 All-In Charity Poker event, players raised $2,400 which B&E matched dollar for dollar.
"CEL has provided us with the tools and support to crystallize our brand and value. It was more than just marketing; they helped us refine and redefine who we are and why we do what we do. Their listening, creativity and deliverables kept us thriving in tough economic times for our industry."
~SARAH KAELBERER, CFP®, ChFC, CLU – PRESIDENT
![SarahNew-e1557319565199 sarah kaelberer](https://www.celpr.com/wp-content/uploads/2021/04/SarahNew-e1557319565199-100x100.jpg)
![B&E-Website Business & Estate Advisers website on desktop](https://www.celpr.com/wp-content/uploads/2021/04/BE-Website-scaled.jpg)
The B&E website design was refreshed and updated to a more current platform that is mobile-responsive and allows for ongoing education materials as well as quick access to Client Account Portals.
![B&E-Skip-A-Day email for skip a day golf tournament](https://www.celpr.com/wp-content/uploads/2021/04/BE-Skip-A-Day-scaled.jpg)
Annual Skip-A-Day golf tournament invitation and event registration.