Customer Story
Walter Wealth
We helped Nick , a 20-year veteran with Macquarie Bank as a Private Wealth Advisor, set up his own Wealth Management Company.
Result $35M Fund under Advice after only a few months.
Needs Analysis
To educate and coach Nick through the process of turning his concept into a world-class Wealth Advisory:
Brand Strategy & Branding
Online Platform
Launch & On-going Support
Landing Page
Social Media
Brand Guidelines
Proposal Letter
Business
Cards
3D Process Solution
Here to help, end-to-end.
Discovery & Strategy
We listen to understand your audience, business, competitors, and more.
Then, we seek to help define your ‘why’ using our frameworks to help position you for success!
Then, we build your ‘brand book’.
Design & Development
Here’s where we bring the strategy to life, with your logo and brand assets, brand style guide, visual assets and more.
As part of this, we have included a professional photo shoot with our talented photographer in your brand essentials pack.
Then, we develop your website, ready to your approval prior to ‘go live’!
Deploy & Support
We will set-up your social media and provide a content plan for your to activate your online presence.
Later, we can also help you with other marketing activities, from Paid Advertising (eg Adwords), to SEO... and MUCH more!
Stage 01
Discovery & Strategy
We undertook a ‘deep dive’ to listen and understand.
Discovery Questions
Audience Teardown
Competitor Analysis
Offer Worksheet
The secret, is to
understand why?
From this we build a strategic positioning platfrom from which everything springboards.
A
Audience Attitudes
Why will they connect?
Our respective audiences share the same aspiration, in an unmet desire of ‘Care as an Enabler’:
Our customers and stakeholders will gain Enhanced well-being through, Exposure & Empowerment.
B
Business Capabilities
What can we offer?
Genuine, down to earth, honest engagement providing authentic solutions to excite and enable ‘Meaningful Value’:
Our intuitive expression will help thrive.
C
Competitor Conventions
How will we differentiate?
Pro-active protagonist to provide a service now and into the future, manifesting a unique and fulfilling ‘People Powered Purpose’:
Our positive engagement will leave a lasting legacy.
Your Brand Strategy
Brings Together
Unique Selling Point
Clarifies your distinct offer and how it benefits your audience better than competitors.
Brand Essence Overview
Defines your archetype, brand attributes, tone, customer profile, and cultural identity.
The Brand Heart
Outlines your core purpose, guiding values, and long-term vision for future impact.
Brand Positioning Map
Describes your audience, market landscape, brand personality, goals, and tagline.
Seeing my ‘Why’ clearly defined was when a really knew that these guys ‘got it’. They articulated who my customers are, the market context and I could stand-out by being authentic – something I think was increasingly incongruent in past roles. And they distilled it all into a one-word ‘why’.
Love it! The communication and feedback all the way along – spot on.
Stage 01
Discovery & Strategy
From this we build a strategic positioning platfrom from which everything springboards.
