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College of Business Administration

Wealth Navigation Advisors

Wealth Navigation Advisors Team

Project Summary: 

Wealth Navigation Advisors needed a website refresh, a plan to reach new markets, and a plan to improve client referrals. The team conducted research to identify underserved markets and methods to maximize client referrals. The team delivered a marketing plan, a plan to increase referrals, and website refresh suggestions.  

Student Team Members: Kyle Herrington, Carly Slack, Elizabeth Carrillo Lopez, Leini Ortiz, Kelly Rasoul

Faculty Advisor: Derek Podobas, MBA

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