Example campaign · Founding partner programme
Custodian growth & authority
A founding-partner programme around a growth theme, combining monthly flagship thought leadership, podcast, a live webinar and targeted distribution to senior RIA leaders.
Three-month activation, with a longer partnership pathway
An anonymised campaign proposal example illustrating an approach. It is not a completed case study and shows no historical results.
The objective
What the programme sets out to do.
Give a custodian or platform sustained, credible association with the question every ambitious independent firm is asking: what does it take to grow upmarket without diluting trust? The partner owns the theme across every MAA surface, rather than sponsoring isolated articles.
Audience
Founders and CEOs of growing RIAs
Leaders of larger and ambitious independent advisory businesses deciding how to build capability for more complex clients.
Audience
Operations and practice leaders
The people who own technology, workflow, service standards and specialist talent inside the firm.
Audience
Firms preparing to move upmarket
Teams evaluating the service model, internal coordination and partners they will need before serving HNW and UHNW families.
Sequence
How the campaign unfolds.
Month 1
01Defining the opportunity
The opening flagship feature defines what changes when a firm begins serving clients with significantly greater wealth, complexity and expectations.
- Flagship thought-leadership feature written by MAA
- Practitioner interviews with independent advisors
- Campaign hub launched with partner branding
- First podcast episode and newsletter feature
Month 2
02Operating for complexity
The second feature examines the operational foundations needed to support complex clients consistently.
- Second flagship feature and practitioner piece
- Supporting digital content cut from the features
- Live webinar with partner and advisor panel
- Targeted email to the priority audience
Month 3
03Scaling without diluting trust
The final feature considers how firms grow and build enterprise value without losing the relationships that made them successful.
- Third flagship feature and closing podcast episodes
- Webinar replay and highlight clips for social and video
- Amplification across newsletters and social
- Final engagement and audience report
Deliverables
What MAA delivers.
- Three monthly flagship thought-leadership features
- Practitioner features with independent advisor voices
- Up to four shorter supporting digital pieces
- Up to four podcast episodes with partner credits
- One professionally produced live webinar and replay
- Dedicated campaign hub across the growth section
- Newsletters, targeted email, social and video cut-downs
- Transparent engagement reporting
Measurement
How progress is reported.
- Readership and time spent on flagship features
- Podcast listens and episode completion
- Webinar registrations, attendance and questions asked
- Email opens and clicks within the priority audience
- Campaign hub visits and returning readers
- A final report summarising engagement by audience segment
Ground rules
- All content commissioned, written and edited by MAA
- Partner content follows an agreed approval process
- Independent advisor voices retained for credibility
Your version
Scope and investment shaped around your brief.
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