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Case Study: How Social Media helped Davis Wealth Management grow their practice

April 27, 2021

PLUS Group

Case Study

When Jodie Davis set up her own practice, Davis Wealth Management, an Associate Partner Practice of St. James’s Place Wealth Management, in January 2020, with her husband James, little did she know that the normal challenges faced by a new business, were about to be exacerbated by the oncoming pandemic. 

With the whole world seemingly operating online, out of necessity, Jodie became acutely conscious of the need for her company to generate brand awareness and establish a good reputation online. 

Jodie had a previous connection with Plus, as she used to be part of the Paraplanning team, and still followed the company on Social Media.  Realising she needed some help in this area, she reached out to one of the Directors, Mark Lamb, to find out who was helping them with their content and marketing.

A new service was born

Jodie had assumed that Plus outsourced their Marketing

“I found their marketing on Social Media really effective” 

However, when Mark told her he was creating the content himself, she asked if he would consider providing this as a service for her Practice.  So, from this conversation, a whole new service would be created, to further support Partners in managing their Social Media. 

Building a package

Mark began by working with Jodie to create a branding package, comprising of literature and Social Media profiles. Covering all areas of marketing, he created the logo for Davis Wealth Management, branded letterhead, compliment slips and business cards. Liaising with St. James’s Place Marketing and Financial Promotions departments, to ensure all Social Media profiles were approved, removing the pressure from Jodie and her team. 

Their LinkedIn and Facebook profiles have grown from zero, and their LinkedIn page now boasts a healthy 800 followers. Jodie credits Plus’s work with creating brand awareness for her Practice, at a time when it is so crucially important to be visible online. 


Jodie says that working with Plus on their Social Media presence and Management has

“Massively achieved our objectives, and in fact exceeded our expectations”

The variety of posts and branding has generated new clients, helped drive business from both their new and existing clients and led to new introducers contacting them, having seen their work on Social Media. 

Not only benefiting their business, but their enhanced presence has also had a positive impact on the charity work they do, giving more coverage to the charities they support, including The Bradford North Food Bank

The Social Media Management team has already grown to a team of three and they are ready to help you with all your Social Media objectives.  For more information on this service, please click here

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