In an affluent market crowded with financial consultants, it’s not always easy to stand apart and build recognition. Ken Small, a certified financial planner in the western suburbs of Chicago, already knew that his personalized approach to wealth management was successful. But he also knew that a distinct identity with a focused message were the keys to continued growth for his business.
Ken’s firm, Retirement Advisors Inc., teamed up with Comply to hone their value proposition and create a unique brand message that would communicate effectively and affordably—from presentation collateral through new customer acquisition mailings.
The new brand positioning and awareness campaign helped Retirement Advisors. Inc. communicate their service offerings to the marketplace.