National broker-dealer pursues ambitious growth initiative. Brand Strategy • Web Content “Our greatest return on marketing investment in the company’s 53 years.” Lawrence J. Rybka, President & CEO > THEIR STORY Grounded in the Golden Rule Valmark is a nationwide broker-dealer that provides investment and insurance products. Their independent Member Firm offices serve the financial needs […]
Case Study: Attracting Affluent Clients
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 […]
Case Study: Brand Segmentation
Powerful visual format for consumer launch. Brand Strategy • Tagline • All Content This veteran survey consulting firm was ready to launch a more public face and a new brand tailored for end consumers. Our interviews and Brand Roadmap clarified their story, packaging their ease of use and simplicity as “The way surveys should be.” Then we crafted […]
Case Study: Repositioning Up-Market
Custom acrylic manufacturer shifts focus to high-end design clientele. Tagline • All Site Content • SEO Copywriting Interviews with this manufacturer of custom acrylic furniture revealed their unique expertise in custom work, hand-made in the USA. Rather than compete with consumer pieces mass-produced overseas, we crafted a message that appeals to interior designers and architects. The focus on satisfying each designer’s […]
Case Study: Launching in a New Country
With a decade of sales in Asia, entering the U.S. market required a new name and strategy. Brand Strategy • Site Content • Tagline For this rustic leather bag importer, our Brand Roadmap process revealed the life journey of their ideal consumer: the individualistic ‘explorer’ archetype, seeking completely unique expression. We advised the client to trumpet the rough-hewn […]
Case Study: Focus on Benefits
We distilled a complex program down to usable results. Brand Strategy • Tagline • Copywriting • Logo Guidance Our brand interviews revealed the company’s Dramatic Difference: the world’s most accurate tool for pinpointing what holds a team back. We further determined that the #1 challenge of managers allocating funds to team development is having no way to measure […]
Case Study: Creating Target Segments
A broad service offering requires audience segments to drive engagement. Company Name & Tagline • Site Architecture • Content An ambitious growth plan required expanded services and licensing the client’s methodology. To position the company for this undertaking, we recommended the new company name and how to segment the service offerings. Then we laid out the home page model for the designer to follow, […]