Objective: Rebuilding a Marketing Foundation that Drives Results
Since 1985, Del Monte Group (DMG) has been helping individuals, families, and closely-held businesses solve complex problems involving financial, tax, and estate concerns with unique integrated wealth management approaches. No, they aren’t your typical investment management firm that’s here to talk only about how you’re going to retire. At DMG, they dig in to understand what money really means to each individual for long-term success and how they can take immediate action to help a client live more of the life they want. DMG is a partner in money, life, and beyond, because client wants and needs always come first, even if they aren’t directly related to money or finances.
As fee-only fiduciaries, the Del Monte Group is legally obligated to act in a client best interest only. Every recommendation, every strategy is tailored to you for your benefit. Their only source of compensation comes from our client base, eliminating any conflict of interest. In an industry where standards are evolving and fiduciary expertise and care become better understood by investors, DMG stand to surpass what is expected with every piece of guidance offered because they abide by the highest standard possible.
If families or individuals are struggling or need help, DMG will help find the solutions needed so clients feel secure, confident, and find peace of mind—a true Place of Possibility.
By the time Del Monte Group had started working with Q2Mark, DMG Co-Founder Richard Del Monte and I had known each other for a few years. Richard had heard of the work we’ve been doing for our client Kirsten Howe and her estate planning law firm in a neighboring town. We also connected through other community leaders and, ultimately, met through a roadmapping session and strategic planning recommendations/work I had done for the John Muir Health Foundation, where Richard is on the board, and saw the opportunities of working with me and my team firsthand.
Del Monte Group had been doing their own marketing, but it wasn’t up to the caliber needed to truly demonstrate the rich knowledge, expertise, and unique solutions they provide clients. The DMG identity missed personality, human connection, and the voices of Richard and Angela. And there were no effective lead generation programs that could help DMG hit their growth goals. In addition, Del Monte Group had begun building a unique business model – A Place of PossibilityÒ, that we worked to bring forward to help leads better understand the expertise and value Del Monte Group brought to the table. It was also marketed incorrectly, yielding virtually no ROI. Ultimately, DMG needed to reoptimize their marketing communication efforts to maximize results and build upon Richard and Angela’s unique partnership.
When I met with Richard and Angela, it was clear to see how smart, relatable, talented, and fun they both were. Together they had six decades of expertise under their belts, a strong reputation, and offered best-in-class services. To solve a lot of their issues and meet their objectives, we would need to bring forward their unique and authentic voice, harnessing it for greater exposure.
Leveraging the Powers of the Principals
In mere minutes of talking with Richard and Angela, it’s easy to see what incredible human beings they are. No, really, give them a call, and you’ll see what I’m talking about. Their passion and expertise immediately shines through when they speak, whether on the phone or for an event. Not only are they leaders in their community and the industry individually, but they are truly a dynamic duo and come alive when they collaborate.
I knew that together, they had to become the attractive character for Del Monte Group, to foster and build relationships in a relatable way. We needed to share more about Richard and Angela’s backstory and demonstrate the thinking and leadership of the team. My recommendations and goals were to leverage Richard and Angela for interviews, appearances, video tactics, and the development of a podcast, all with specific marketing funnels to nurture leads. Richard and Angela loved these ideas, and we were off to the races.