Brand Objectives

• Having a brand that speaks to businesses and their families.

• Creating a unique brand that the team could be proud of.

• Developing a strong name in the community.

• Helping prospects find the office which originally, was hard to find.

• Creating tools to support the advisors in communicating their value.
   

The Result

• We created a compelling story that communicates the importance of family values.

• We designed an original corporate identity and a brand guidelines document to help the WK team powerfully communicate their story and value.

• We developed a mascot/symbol, a refurbished 18th century blue door, which is now at the front entrance. It is also used in marketing materials as a symbol representing traditional family values and the place to “enter and begin” with financial planning.

• WK Financial office is now a landmark in their town and easy to find. People often stop and take pictures of the door.

• Prospects have no issues finding the location and are also intrigued by the brand and what it stands for.

• WK has become much more referable and focused on their marketing initiatives.