“Every financial brochure and website looks and sounds the same.”
That was the challenge issued by my client, an independent wealth advisor who wanted to build his own brand alongside the securities dealer logo and attract higher net worth clients.
My rebranding process for Westminster Private Wealth began by doing my own Voice-of-Customer (VOC) research, including: 90 surveys, 1-on-1 customer interviews and online mining. By creating an emotional strategy based on what was most important to my client’s target audience – putting their best interests first – I developed “The Westminster Mindset.”
This positive money mindset lends itself well to social media (e.g., money quotes), plus unique messaging for lead magnets & email sequences.
