challenge

Hello Wealth approached us with the ambition to establish a pioneering financial advisor business tailored to a pre-existing client base in Athens, GA, complete with a physical office presence. Initially, they lacked a defined target audience and a cohesive brand strategy, which was crucial for penetrating the competitive financial advisory market.

my solution

1. Research and Audit:

• Conducted comprehensive research to understand potential competitors in the local market.

• Developed detailed buyer personas and customer journey maps, uncovering a significant untapped market segment—women in their 40s with disposable income but limited financial management knowledge.

2. Branding and Design:

• Presented three distinct brand identity options, focusing on aligning with the client’s mission and values.

• Selected the "Hello Wealth" brand identity for its modern yet traditional approach, resonating deeply with the client's vision.

• Integrated a vibrant color palette and energetic design elements to differentiate from typical financial advisory branding, which often relies on muted tones.

3. Website Development:

• Utilized custom Figma templates for seamless integration with HubSpot CMS, ensuring a consistent and functional user experience.

• Prioritized SEO throughout the content creation process, targeting keywords relevant to our newly identified demographic, mainly focusing on women over 40 in executive roles within Georgia.

• Constructed a fully operational website in seven business days, with content that ranked well and engaged and converted site visitors.

Results

Launch and Reception:

• Launched the website within a week of project initiation, receiving overwhelmingly positive feedback from the client and their customers.

• The site saw an immediate increase in traffic and client engagement, particularly from the targeted demographic.

Brand Consistency:

• Extended the new brand aesthetic to physical office spaces, enhancing brand consistency and client experience.

• The office design featured the same lively and welcoming color schemes and design elements as the website.

Business Impact:

• Hello Wealth experienced a notable increase in clientele, specifically among the targeted audience of middle-aged professional women.

• The site's unique approach to financial advisory, emphasizing education and empowerment, sets it apart in the digital landscape. It attracts a broader audience and fosters long-term client relationships.