Establishing the Brand
Revolutionizing the wealth management sector meant creating a brand centered around empowering individuals to make the right financial decisions in their lives. By defining and creating an easily accessible online communication guide for both the visual and verbal components of the brand, Wealth Partners was able to grow their team into ambassadors to clearly and concisely live out the brand.
Taking the Brand Online
In order to bring the experience of Wealth Partners online, we created a website to engage and inform current and prospective clients. The website, grounded in user behavior research and business goals, educates users on Wealth Partners’ individualized approach to wealth management, showcases service offerings, tells their story, and introduces their professional team. All to establish confidence in prospective clients to contact Wealth Partners for an introductory meeting.
New Look, Same Company
We redesigned the entire Wealth Partners’ experience to better reflect their commitment to guiding their clients — an idea we wove into every touchpoint, right down to their business cards.
Educating the Masses
As part of their ongoing commitment to education, we helped Wealth Partners revamp their workshop and seminar experiences. We created both an extensive educational workbook and updated existing worksheets to help teach simple and complex financial strategies to attendees.
