Case Study 3: Brand Refresh for a Small Financial Advisory Firm

Client Overview: A financial advisory firm with three advisors seeking to modernize its brand to appeal to younger clients.

Challenge

The client’s brand image was outdated, making it difficult to attract younger clients. Their website was basic, and they had no active social media presence, limiting their reach and engagement. They wanted to revitalize their image without alienating their older, established client base.

Solution

We designed a brand refresh that balanced the firm’s traditional values with a modern approach:

  1. Website Redesign: We revamped the website, adding educational content and an engaging design that appealed to both new and existing clients.
  2. Content Marketing: We created blog articles, social media posts, and infographics on personal finance topics relevant to younger clients.
  3. Social Media Launch: We established the firm’s presence on LinkedIn and Facebook, sharing financial tips, client success stories, and community involvement.

Results

Within the first six months, the firm saw a 20% increase in inquiries from younger clients and a 15% increase in website traffic. Social media posts achieved high engagement, particularly on financial education topics. The refreshed brand helped the firm maintain relationships with existing clients while appealing to a new generation of customers.