Financial services firm uses video to engage website visitors.
Brand Strategy • All Content • Video Scripts • Brochure
- This wealth management firm needed a new website to grow their client base and appeal to professional athletes and entertainers.
- Our Brand Roadmap for FDP revealed the public perception that financial advisors “disappear” after a new account is established; clients feel neglected and want more personal attention.
- We presented “The Possibilities Wealth Offers” as the central theme of the brand.
- We coined the term Chief Prosperity Officer™ for the client to trademark describing their hands-on oversight role.
- Half a dozen videos were written to help visitors and referral sources envision their new relationship with the firm.
- Then we wrote content and selected images for a high-quality brochure as an image piece.
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
Visit: FDP Wealth Management
VIDEOS:
WEBSITE: