Case Study: Phillips Family Office achieves increased client engagement and substantial new business with Rocketseed email marketing

Investing in Email for a Wealth of Business Benefits

Phillips Family Office, founded in 1979 by Michael Phillips, is a privately owned financial advisory and investment management firm offering concierge services from tax and estate planning to investment monitoring and intergenerational wealth strategies. Facing the need to increase touch points with existing clients, promote its full service range, keep clients informed via its weekly “Tidbits” newsletter, drive qualified website traffic, and engage staff as brand ambassadors while maintaining central brand control and legal compliance, Phillips Family Office engaged Rocketseed to improve its email marketing and client communications.

Rocketseed implemented centrally controlled branded email signatures with trackable website and FSG download links, deployed Rocketseed Email Media interactive banners on outbound emails, and used Rocketmailer to send the weekly “Tidbits” with detailed analytics and real-time notifications for views and clicks. Over the past 18 months this approach generated substantial additional business across self-managed superannuation funds, estate plans, mortgages, accounting and aged‑care services, elevated the firm’s market recognition (including two industry award nominations in 2016), and provided measurable engagement data for targeted follow-up.

Phillips Family Office

Michael Phillips

Managing Director