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They are a boutique, unaligned, fee for service financial advice practice with a highly qualified team who will listen to what’s important to you, then develop a clear strategy to help you create your ideal life. Dave Woolford, Principal and Private Client Adviser has been working in the financial services industry for over 15 years. In that time, Dave has gained a deep understanding of what is important when helping people live their best life.
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When they called us . . .
When Dave and Rochelle, his brilliant practice manager approached us, they were already providing exceptional financial advice . . .
What they needed was for their client materials to reflect the same level of care and professionalism they delivered in person.
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The team have built a successful financial advisory practice through their expertise and dedication to client relationships.
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They needed a start on creating a cohesive suite of materials that would:
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Create a consistent and professional impression
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Help support the communication of complex financial information for clients
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Reflect the team's expertise and warmth
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We began by understanding what made their team so special. This included their genuine commitment to handling the complex aspects of financial planning so clients could focus on living their best lives.
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Working with their existing templates, we developed:
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A professional email signature that unified the team's digital presence
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A versatile client strategy template designed to work seamlessly as a presentation, printable PDF or shareable digital document to save on duplication of work
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Provide multiple positioning statements as options for the team to discuss that capture the essence of their client-centered approach​
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When presented with options, the team immediately connected with "Go Live. We'll handle the rest."
This is a simple yet powerful statement that perfectly encapsulated their philosophy of freeing clients to enjoy life while the team manages their clients financial lives.