RESULTS
Testimonials
"We had the pleasure of working with Robert Foney to design a flyer promoting Penn State’s Commonwealth Campus Continuing Education services—the first piece representing our statewide presence. From start to finish, Robert demonstrated exceptional creativity, professionalism, and attention to detail. He took the time to understand our audience, messaging goals, and brand value, all of which came through in the final product. The flyer was visually engaging, well-organized, and perfectly aligned with our target audience. We’ve received positive feedback from both internal and external stakeholders. I highly recommend Robert Foney to any organization seeking high-quality, strategic marketing design. His ability to turn ideas into compelling visuals makes him a valuable strategic and creative partner."
Director of the Commonwealth Campus Statewide Continuing Education and Workforce Development
Penn State University
“As a financial services recruiter, I requested to be on the drip marketing list of a competitor, a top-notch independent broker/dealer. Each month, I received the most creative recruiting drip marketing pieces that were unmatched in our industry. Later, I learned Bob Foney was the clever mastermind behind the firm's ingenious and very successful recruiting marketing campaigns.”
President
Independent Broker/Dealer Financial Advisor Recruiting Firm
“Bob’s marketing acumen was consistently one step ahead of our startup company’s needs; he positioned us at the forefront of a fast-moving industry, repeatedly. Bob was key in attracting investment – he knew how to market to each target audience with a message consistent with our capabilities as a whole. Without his skills, we would have been all over the place with random messages that would seem desperate to investors."
President
Health Data Analytics Startup
"The marketing and public relations strategies Bob developed at my broker/dealer were instrumental in recruiting many quality financial advisors and being recognized by Investment Advisor magazine and several other industry publications as an industry leader. Thanks for all you did!"
Chairman Emeritus
Independent Broker/Dealer
Case Studies
Complete the form at the bottom of the page to request the complete case study of your choice.
Case Study 1: Driving Marketing Success for a Health Data Analytics Startup
Background:
Company X, a health data analytics startup, sought to revolutionize the healthcare industry by providing precise, real-time health and wellness insights from anonymized patient data. Despite having a cutting-edge platform, the company struggled to penetrate a competitive marketplace and articulate its unique value proposition effectively.
Case Study 2: Guiding Startup Through Strategic Pivot from Devices to Data
Background:
Company Y, an innovative, promising health data startup, originally focused on developing wearable devices to collect patient health data. Despite early interest, the company faced challenges in gaining market traction and achieving scalability with its focus on wearable devices. Recognizing the growing demand for actionable health analytics, Company Y decided to pivot from a device-driven business model to a data-driven strategy focused on delivering anonymized, high-value health and wellness insights derived from its proprietary data to healthcare stakeholders.
Case Study 3: Transforming Perceptions and Elevating Excellence. How Strategic Marketing and Branding Revitalized a Tarnished Independent Broker-Dealer
Background
When I joined Broker-Dealer X, the company faced significant challenges. Plagued by a tarnished reputation due to outdated practices, inconsistent messaging, compliance and regulatory issues, lackluster client experiences, and poor customer service, the organization struggled to attract and retain high-quality, high-producing financial advisors. Its industry perception was that Broker-Dealer X was a mediocre player, not worthy of consideration by serious, ambitious financial professionals. As Chief Marketing Officer, I saw an opportunity to not just rebrand the company but to redefine its purpose and place in the market.
Case Study 4: Transforming an Independent Broker/Dealer into a Mythical Industry Leader. How Strategic Marketing, Advertising, and Sales Promotion Redefined and Enhanced a Company’s Reputation and Success.
Background
This broker/dealer has long been recognized as a reliable and respected independent broker-dealer; a trend-setter in technology, practice management, and service. However, its marketing, advertising, and sales promotion efforts lagged behind its operational and other areas of excellence. The company lacked the ability to tap the dynamic branding and marketing potential already within its walls to convey its full value proposition to financial advisors and the industry as a whole and maximize its growth and brand.
Case Study 5: Strengthening Brand and Community Awareness for a Higher Education Continuing Education and Workforce Development Program
Background
Director of Continuing Education and Workforce Development (CEWD) at a major university contacted me via LinkedIn with an urgent request. The Director needed a professionally designed marketing flyer within three weeks to present at an important meeting with labor and industry professionals. The flyer’s purpose was to promote the university's Continuing Education and Workforce Development programs, emphasizing the university’s industry-aligned training, flexible learning options, and workforce solutions designed to help individuals upskill, reskill, and advance their careers.
Complete and submit the form below to request the complete case study of your choice.