GENESIS CAPITAL ADVISORS, INC.
INTEGRATED BRAND STRATEGY | CREATIVE DIRECTION
B2B STRATEGY
CREATIVE DIRECTION
Recent changes in legal and regulatory requirements are making it difficult for small financial planning firms and sole proprietors to compete in today’s marketplace especially since the regulations as well as the auditors increasingly favor larger firms.
Genesis Advisors wants to grow its firm by attracting independent financial advisors helping them make more money. The goal is to add 5 new employees/independent contractors per year for the next decade. Genesis will offer top performers equity positions like a law firm; Associates, Junior Partners and Senior Partners.
B2B TARGET AUDIENCE
Financial Planners
5 years experience
$20 – $30 million under management
$200 - $300k annual revenue
$50k in regulatory expenses
1 employee
Renting office space
Target Geographic Regions
New England
Massachusetts
Rhode Island
New Hampshire
Southern Maine
Genesis affiliate Support
Client Service
Fast Fund Survey/Financial DNA
Client Portal https://www.grendelonline.com/
Portfolio Management
Genesis Branded Funds
Legal and Regulatory
Marketing
Brand Recognition
Professional Website
Internet Marketing
Marketing Collateral
Drip Marketing
B2b interactive
Wordpress Platform
Content Management System (CMS)
B2B WEBSITE MAP
Internet Marketing
Constant Contact
Buy list of Independent Financial Advisors
Develop Email Campaign
Build landing pages for campaign
Unique Phone # http://public.ifbyphone.com/
Unique URL
Manage Prospect Database
DIRECT RESPONSE
Direct Mail
Develop Direct Mail Campaign
Support Email Campaign
Build landing pages for campaign
Manage Prospect Database
Branding
Sales Collateral
Create brand image and essence
Sales leave behind
Re-enforce key differentiators
B2C STRATEGY
CREATIVE DIRECTION
Consumers mistrust large financial institutions since the recession of 2007. According to FT Advisor, “Financial institutions will face a backlash from consumers unless they radically change the way they operate”. This creates an immediate opportunity for Genesis Advisors to meet the needs of disenchanted consumers with their transparent and tailored approach.
RETIRED PERSONS
• $1M in accumulated retirement saving and other investments
• Dual-income professional family
• $200k+ gross income
• $100k+ to invest
• Kids past college phase
• Focused on retirement
• Minimal debt
• Dual-income professional family
• $200k+ gross income
• $100k+ to invest
• Kids past college phase
• Focused on retirement
• Minimal debt
UPPER MIDDLE INCOME
FIRST STAGE AFFLUENT
Consumer needs and desires can be understood and even anticipated based on their life stages, but the financial strategies and tactics available to them vary according to their affluence level.
Acxiom has identified 12 consumer segments which reflect this interco
48. BRANDING 151 Worcester Street 888.764.6171
INTERACTIVE First Floor ideas@bergeroncreative.com
SOCIAL MEDIA North Grafton, Ma 01536 www.bergeroncreative.com