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.

Business & Estate Advisers logo
poker party front of card

Annual poker tournament for clients and friends to raise money for charity.

poker party invitation and RSVP cards

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
Business & Estate Advisers website on desktop

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.

email for skip a day golf tournament

Annual Skip-A-Day golf tournament invitation and event registration.