About
As a wealth and retirement planning service provider, Oak Partners offers a wide variety of financial services. For the past 31 years, Oak Partners has served Northwest Indiana and helped clients set financial goals, make wise investments, and more through forming close, personal relationships.
Challenges
While Oak Partners had been growing since it was founded in 1983, the company wanted to find an outlet that would accelerate that growth. Director of Client Experience Crystal DeHaven shared that while many good things were happening at Oak Partners, it could be a struggle to find the time to share those stories with clients and the community.
Solution
Since beginning its partnership with GreatNews.Life in 2014, Oak Partners has been able to share more positive content than previously possible. DeHaven noted that meeting with the GreatNews.Life team has helped her document and share all the good happening at Oak Partners.
“GreatNews.Life does not publish all the negative stories you can find in other publications. They are focused on good news and community involvement and provided a lot of excellent public relations (PR) for local businesses,” DeHaven said. “GreatNews.Life is really on top of it all.
Beyond finding and highlighting the positive things happening at Oak Partners, GreatNews.Life has provided Oak Partners with a larger audience to spread the word about Oak Partners’ resources, community involvement, top-notch staff, and more.
“GreatNews.Life has reached a market that we were not present in, GreatNews.Life has certainly extended our reach to a wide range of ages,” DeHaven said.
DeHaven revealed that since Oak Partners began its partnership with GreatNews.Life, she has been pleased to work with the GreatNews.Life staff whether it be with Founder Chris Mahlmann or the team of journalists.
“The people on the GreatNews.Life team are incredible; we’ve had nothing but positive things to say about everyone,” DeHaven said. “They are so diligent about helping us bring content to people. I’ve been impressed for many years.”
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.