Brand Strategy
Develop your brand with a strategy that presents your firm in its best light. Tell your story with clear consistent messages.
Content & Collateral
Build powerful content programs that include digital, public relations, social media, pitch books, presentations, articles, and other materials.
Marketing Communications
Disseminate the right messages to the right audiences with powerful communication programs.
Case Study
IRA Branding
A new provider of IRAs approached us ready to offer its product on a large broker-dealer platform. The company needed of launch materials, including a website. While suitable for retirement accounts of all sizes, this IRA product was designed specifically for accounts of less than $100,000 and to be an easy-to-use, cost-effective retirement solution for financial advisors and their clients.
With so many products on the market, we needed to uncover and clearly illustrate the IRA’s value: the how and why the product is an easy-to-use, cost-effective solution. While the product would initially be available only through financial advisors, we needed to appeal to institutional platforms, financial advisors and clients alike, capturing key selling points for each audience. Once we’d established a strong value proposition for both the firm and its new product, we created sales materials for each audience, and a website segmented into three separate areas.
The result is a comprehensive yet simple package to launch the product onto a broker-dealer platform. We designed materials to be easily adapted for use with future broker-dealer platforms as the firm expands the product’s availability.