Rebranding and Launching Website for Financial Planning Navigators
Rebrand & Website Launch
The Challenge
Financial Planning Navigators, a financial services firm that was transitioning from a Broker/Dealer platform to a Registered Investment Advisor (RIA), approached us to help them establish a strong brand and online presence. They wanted a brand identity that reflected their love for the outdoors, while conveying their commitment to clear, confident financial planning. Along with a compelling brand, they needed a user-friendly website that would effectively communicate their values, engage potential clients, and make it easy for users to confidently navigate their financial journey.
The Solution
We began by working closely with the client to craft their unique value proposition (UVP) and messaging. This foundational step allowed us to clearly define their mission, values, and target audience, ensuring that the new brand would align with their vision. After finalizing their UVP, we then helped them select a name that resonated with their audience and reflected their firm’s ethos. Next, we developed a fresh logo, color palette, and tagline that visually captured their brand identity and reinforced their messaging.
With the brand strategy and visuals in place, we designed and launched a responsive, user-friendly website. The site features an engaging infographic to visually communicate the client journey, with intuitive navigation paths tailored to different client needs. We also made sure the site provided clear steps for becoming a new client, while consolidating resources in one convenient area for existing clients.
“Need help positioning your brand so that it delivers results? Want to strengthen your brand starting with design or messaging? Need a refresh to represent your firm? Whatever you need, our team of marketing experts can help!”
The Results
The new name, logo, and tagline have made a significant impact with FP Navigator’s existing clients and referral sources. Their clients have expressed strong approval of the fresh, professional image, feeling it better represents the firm’s unique approach and values. The new brand and website have also generated excitement within their network, with referral sources remarking on the firm’s renewed clarity and confidence. Additionally, the website has provided a solid digital infrastructure, offering a well-planned foundation for the firm to build a long-term, successful marketing and growth strategy. FP Navigators is now well-positioned to grow their client base and establish a strong, sustainable presence in the RIA space.
