Foster Victor Wealth Advisors: Building a Modern Wealth Brand
CLIENT GOALS
Foster Victor Wealth Advisors is a premier, full-service wealth management firm located in Greenville. They offer their clients concierge quality advisory and planning services customized for their individual needs and goals. Paul Foster and Rob Victor approached JDPR with the goal of developing a designated brand for a new wealth management company in Greenville, SC. They wanted the brand to have a look and feel that was consistent with their core values of sound financial planning, a deep commitment to community and family values, and a forward-looking sense of how technology can help people reach their wealth management goals.
Objectives
- Create a brand platform and creative brief that identifies who the new brand is and what they represent.
- Position the Foster Victor Wealth Advisors brand as a trusted resource and best-in-class chief consultant for wealth management.
- To reach high net worth and advanced professionals, as well as aspiring mid-career professionals through a designated PR and advertising campaign.
- To assist the firm in client retention and business development through designated support of one-on-one client contacts.
- To grow the firm through amplified brand awareness.
TACTICS
- Designed a full set of digital and print collateral materials that are consistent with the core principals of the firm and reflect the new brand.
- Helped inspire a logo mark, color palette, website design, graphics and collateral materials that reflect a sense of high-end, innovative services and technological advancement.
- Created a comprehensive new brand platform that reflects a fresh identity for new wealth management options and expertise in Greenville.
- Organized a digital and print advertising campaign that supports brand awareness among target audiences.
- Pitched regional media on the significance of the new firm in the wealth management sector.
- Designed and created a website that’s fully integrated with third-party investment resources and social media.
THE IMPACT
- Exceeded benchmarks for retention of clients from legacy offices.
- Fully integrated social media sites with client website in order to drive traffic.
- Established a premium wealth management brand.
