Case Study #3: Rebranding and Marketing of Wealth Management Boutique

A career financial services professional desired to launch a wealth management boutique to expand his service offerings and transition from a product to a consultative orientation. He needed assistance with rebranding, competitive positioning, training and marketing his new services.

Action Steps:
AK Advisory Partners assisted this client by:

  • Defining the Corporate Purpose, Mission Statement and Value Added Proposition
  • Rebranding the corporate image, including new logo, web site and marketing materials (all materials were authored by AK Advisory Partners), ensuring a consistent corporate message
  • Training on the consultative process, including the use of Investment Policy Statements
  • Formulation of a marketing and re-launch strategy, including the authoring of prospecting letters and development of a referral program

The project was completed on time, the marketing strategy has been implemented, and AUM growth remains above target.



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