Case Study | Marx Advisory

Background

Marx Advisory partnered with Marble Mountains Media (MMM) in August 2024 to strengthen its sales pipeline and brand presence. With Ed Marx’s extensive healthcare leadership background, the firm had strong credibility but needed a structured marketing approach to convert awareness into measurable revenue.

Objectives

• Generate consistent sales growth, targeting $10K/month per client.
• Reposition the brand with a fresh, credible identity.
• Leverage Ed’s personal brand to amplify business visibility and trust.
• Implement a CRM system to streamline and track leads.
• Drive engagement through Speak Easy events, creating community and direct client connections.

Our Strategy: Comprehensive B2B Digital Marketing Solution

Rebrand

• Developed a refreshed brand identity that aligned with Marx Advisory’s reputation for thought leadership and healthcare innovation.

Personal Brand Amplification

• Positioned Ed Marx as the face of the business, leveraging his large LinkedIn following, book launches, and speaking presence to drive inbound awareness.
• Content strategy included thought-leadership posts, video snippets, and live event promotion.

CRM & Lead Tracking

• Deployed a customized CRM to manage the funnel from awareness to closed deals.
• Provided visibility into lead sources, engagement, and conversion performance.

Speak Easy Events

• Hosted curated events blending professional insights and networking opportunities.
• Built trust and positioned Marx Advisory as the go-to partner for growth-oriented healthcare organizations.