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Work

Striving for clarity, influence and impact with your content marketing?

Need to transform complex financial and other technically sophisticated topics into persuasive communications or produce engaging consumer promotional copy?

Presenting Research

For: mhdodick consulting

Project: Comms Savvy (2024)

Noteworthy: Comms Savvy examines a variety of media and offers a quick-hit review of key facts and trends to depict the evolving state of communications in a Canadian context.

Promoting Services

For: mhdodick consulting

Project: @mhdodick (@X)

Noteworthy: Ongoing awareness campaign via @X (formerly Twitter) combining iconic imagery and pithy messaging; new variants introduced on a periodic basis.

Communicating Leadership

For: Canadian Investor Protection Fund (CIPF)

Project: Annual Report

Noteworthy: Multi-year relationship. Write CEO and Chair messages, other content for 2023 report. https://bit.ly/4eUwdU8

mhdodick consulting offers prudent counsel, astute public relations sensibilities, and proven content marketing, planning, research, writing, editing and related advisory services.

 

This overview portfolio features a small selection of recent and past work well-suited for online presentation with context notes about each project.

 

It does not capture the full scope of assignments undertaken as an independent consultant or in various roles. Nor can it present strategy and management activities, e.g., communications planning and PR / public education campaign execution.

Communications Savvy (April 2024)
@mhdodick - Tweet (2022)
CIPF 2023 Annual Report - Front Cover_ed

Countering Misperceptions

For: Brandes Investment Partners LP

Project: Brandes Letter (2019)

Noteworthy: Key client communications vehicle. Edit for engaging read, fact check. Website: https://bit.ly/2D8hqZ0

Brandes Letter (2019)

Supporting Advisors

For: Bridgehouse Asset Managers

Project: Mental Health & The Financial Advice Relationship campaign (2018)

Noteworthy: Counsel, research, writing, QC reviews. Prepare awards submissions resulting in three wins in 2019: CPRS Ace, IABC Gold Quill, Innovation Sabre. https://bit.ly/32A7TCO

Bridgehouse - Mental Health - TCP and PO

Developing Profile

For: Portfolio Management Association of Canada (PMAC)

Project: Fiduciary Advantage

Noteworthy: Educate prospects, clients, public officials. Reinforce PMAC brand. Conduct profile-building tweet campaign. pmac.org/

PMAC Fiduciary Advantage

Sharing Insights

For: H2 Central Marketing & Communications

Project: Digital Whitepaper

Noteworthy: Agency self-promotion. All research, analysis, writing. Identify, choose highlighted trends.

H2 Central - Digital Trends Whitepaper (2015)

Building Understanding

For: Investor Education Fund (IEF)

Project: Financial Literacy – Risk Education Campaign

Noteworthy: Ideation and concept plan. Multiple activities: research survey and self-diagnostic online quiz questions, copywriting, media train spokesperson. (IEF is now integrated into  the OSC.) https://bit.ly/3dgqugu

Financial Literacy Infographic

Defining Identity

For: Sionna Investment Managers

Project: The Value Proposition: Sionna’s Common Sense Path to Investment Success

Noteworthy: Member of book editing team. Propose, write origins of brand story. https://bit.ly/3loD4cy

The Value Proposition - What's in a Name

Changing Behaviour

For: Ontario Power Authority (OPA)

Project: Energy Conservation Week

Noteworthy: Concept ideation and concept plan. Undertake multiple elements: write Chief Energy Conservation Officer blog, poster, manage promo webcast, make public deputation. IABC Gold Quill Multi-Audience Communication finalist (2009).

(OPA has been integrated into the IESO, ieso.ca.)

Energy Conservation Week - Deputation

Promoting Compliance

For: CIBC Wood Gundy

Project: Communications & Marketing Policy

Noteworthy: Self-initiated project. Redevelop obsolete policy governing investment advisor marketing communications.

woodgundy.cibc.com

CIBIC WG - Communications Policy

Cultivating Relationships

For: Trimark Investment Management Inc.

Project: The Exchange

Noteworthy: Created tagline: Old World. New Opportunities. Lead editor-manager, writer. Financial advisor newsletter. IABC Canada Silver Leaf Award of Merit, 1998.

(Trimark was integrated in 2000 into what is now Invesco Canada, invesco.ca.)

Trimark Exchange Financial Advisor Newsletter

Work with an Agile Creative Solutions Provider

 

If you need fresh thinking, supplemental support for your team, or an external resource to help you create novel or normal course-of-business communications, please visit 05. Contact and reach out.

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