Financial services firm renames and uses video to engage prospects.
Naming • Brand Strategy • Video Scripts • Brochure
- FDP Wealth Management hired us to help attract high-net-worth business owners.
- Our Brand Roadmap revealed the public perception that financial advisors “disappear” after a new account is established — leaving clients without personal attention.
- We coined the term Chief Prosperity Officer™ to describe their hands-on role.
- We wrote and laid out the website, including half a dozen videos to help visitors envision their new relationship with the firm.
- Then we created a high-quality brochure as an image piece.
- Later we drove the renaming of the company and developed “Securing Your Future Together” as the central theme of the new brand.
It’s quite rare for anyone to exceed my expectations, but everything you created for us surpassed my hopes. Even our nationwide broker-dealer says it’s the best marketing language they’ve seen. Now they want to hire you, too. Thank you!”
Mark Chandik CLU, ChFC, AIF
President
WEBSITE:
VIDEOS:
Visit: Prosperity Partners
