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Do you know your marketing potential?

We create marketing copy that converts for independent RIAs and CPAs.

Do you know your marketing potential?

We create marketing copy that converts for independent RIAs and CPAs.

We Live For

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   Website Copy.

 

 

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   LinkedIn Profiles.

 

 

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   Articles & Blog Posts.

 

 

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   Newsletters

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All of this is created in your brand voice, so you can connect with and convert prospects. Services for independent Registered Investment Advisors (RIA) and Certified Public Accountants (CPA).

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If you’re not ready to book a call but have questions about our services, feel free to email us at erica@theworthproject.co.

Hello

Our Mission

Is to help personal finance professionals and companies create marketing campaigns and messages that connect and convert.

Our Vibe

Imagination and creativity, grounded by a CPA and Professional Engineer. We dream up a plan, with you, then do it. Our excitement comes from tracking the results on the bottom line.

Our Essence

At our core, Erica and Jordan operate on inclusivity, imagination, and working smart to create a positive impact.

Our Promise

We deliver quantifiable and transparent results to enlighten the black magic of digital marketing. We don’t recommend it unless we have done it.

Erica Gellerman

Erica Gellerman

Founder

With her CPA, MBA from Duke University, and experience in brand management at P&G, Erica combines analytical thinking with a love for getting the message right. You can find her work on Forbes, Money, Business Insider, and The Worth Project (a personal finance newsletter that has an industry crushing 45% open rate and 15% click rate. Weekly.).

Jordan Fromholz

Jordan Fromholz

Founder

With over a decade as a professional engineer managing multi-million dollar projects, Jordan brings the analytic rigor and project management expertise to keep all of our jobs running smoothly and optimized to boost our clients’ bottom lines. He’s also collected some letters after his name, including his Professional Engineering license and his MBA from Duke University.

How We Work

You have dreams, you have a vision for your company. Connecting with a changing client base requires creative, fresh ideas. We’re here to turn your ideas into a reality. We understand that connecting with prospects is more than a LinkedIn profile, you need a comprehensive digital strategy to stand out.

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WE GET TO KNOW YOU.

Over the phone or video, we discuss your business, your needs, your vision, and what success looks like for you.

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PLAN DEVELOPMENT.

We are confident we will meet needs and exceed expectations. Creative and out of the box, a custom plan is created to land you referrals and grow your business profitably.

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IMPLEMENTATION.

Your fit-for-purpose plan will have a unique implementation strategy, ranging from a ‘DIY plan’ to us acting as a ‘full service CMO.’ Delivering results is the key.

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MONITOR AND OPTIMIZE.

We love using data to make decisions. The ROI on your marketing spend is continuously tracked and optimized. Transparency is delivered through bi-weekly marketing reports, the cornerstone of our relationship with you.

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DELIVER ROI.

Celebrate success, look for new opportunities, and optimize. Profitable digital and content marketing is how we work.

Ready to get a return on your marketing?

The Worth Project Consulting

A boutique marketing and consulting company. We work with personal finance professionals and companies to create and implement data-driven content and digital strategies that connect you with your clients and customers.

2018 Gellerholz, LLC