With every good cause there is also a chance to connect with customers.
Case in point, Schooner Investment Group
has found a way to participate within the charity social media sensation, the ALS Ice Bucket Challenge
, and do so in a way that is resonating with clients.
National relationship manager Janielle Lucas
sent out emails to clients and other important contacts to announce that CIO Greg Levinson
, senior portfolio strategist Sarah Wiewel
and herself have accepted the challenge.
She also included a video
of their bucket challenge.
More importantly, she announced that Schooner has pledged to donate $100 in the name of an advisor or the advisor's firm if they pledge to do the challenge, have already done the challenge or will make a donation to ALS research.
Schooner will do so for each respondent up to $10,000.
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