Prudential and TheMoneyCoach.net – Helping Women Step Into Financial Power Nationwide

women and financial wellness: A young woman with curly hair and glasses, wearing a yellow shirt, stands outdoors holding notebooks and folders, with a historic building in the background.

Why Prudential Launched the Stepping Out Conference Women and Financial Wellness: Prudential recognized that women—across generations—face unique financial challenges, including wage gaps, caregiving responsibilities, and lower lifetime retirement savings. To engage this crucial audience, Prudential created the Stepping Out Conference: a national tour focused on financial education, empowerment, and inspiration—with real stories, real women, and […]

TIAA and TheMoneyCoach.net – Inspiring Generational Wealth at Essence Festival

legacy planning:

Why TIAA Showed Up at Essence Festival Legacy Planning Wall: As one of the largest retirement and investment providers in the U.S., TIAA wanted to connect more deeply with one of its most important customer groups: Black women, particularly educators and professionals. The Essence Festival in New Orleans—drawing hundreds of thousands of attendees each year—offered […]

Why Mercari Needed a Brand Awareness Campaign

Mercari brand awareness campaign

Mercari brand awareness campaign: In early 2019, Mercari—a fast-growing Japanese e-commerce marketplace expanding in the U.S.—sought to elevate its stateside visibility. With growing competition from platforms like eBay, Poshmark, and Facebook Marketplace, Mercari needed a media-savvy partner who could not only lend authority to their brand but also attract meaningful press attention. They turned to […]

Why Verizon Value Brands Needed a Spokesperson Campaign

Value Brands Needed

In a highly competitive wireless industry, Verizon Value Brands needed to stand out with a credible, consumer-first narrative that emphasized affordability and smart budgeting. With prepaid phone plans growing in popularity, the company sought to communicate the benefits of no-contract options to a price-conscious audience, especially those seeking financial empowerment. To lead this effort, Golin—the […]

AARP Partners with TheMoneyCoach.net to Deliver Financial Education for Seniors

Two older adults sit on a couch; one holds a smartphone and the other a credit card, both looking at the phone screen as they explore financial education for seniors.

Why AARP Needed a FinTech Curriculum AARP Partners with TheMoneyCoach.net to Deliver Financial Education for Seniors In 2019, AARP—the nation’s leading advocate for Americans over 50—identified a major obstacle: millions of older adults were unprepared for a digital-first financial world. Traditional banking habits couldn’t keep up with mobile apps, online transfers, and fraud prevention tools. […]

Financial Expertise: Building a Strong Personal Brand as a Financial Advisor

A person in a dark pinstripe suit, exuding financial expertise, adjusts their tie while wearing a brown leather wristwatch.

Financial Expertise: Personal branding is crucial for us as financial advisors, as it shapes how clients perceive our expertise and trustworthiness. In a competitive industry where numerous professionals offer similar services, establishing a strong personal brand can set us apart. Our brand is not just about our qualifications; it encompasses our values, personality, and the […]