Company Size

~10 employees‍

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Industry

‍RIA, wealth management firm

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Challenge

‍Founded in 1986, a wealth management firm in Fairhope, Alabama, had grown by doing amazing work and having a local focus. For better or worse, Fairhope has become a desirable place for others to move into. The growing trend created more competition; the firm was getting lost and needed to stand out to grow.

Solution

‍To help the firm compete against the competition and show-and-tell its differences, Out & About Communications partnered with it to understand what makes it unique and how we can position it to stand out without losing its roots. We turned to a website redesign since the existing website was dated and didn’t reflect the sophistication of new prospects or relate to them.

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Deliverables‍

• Discovery and Positioning: Through our discovery, data, and expertise in the financial services space, we defined what made the firm unique. It was not just its location but its target market, value proposition, and philosophy around managing money.
  
• Website Redesign: We worked with the firm to overhaul its website. The discovery and positioning helped inform a thoughtful wireframe, design, and build.
  
• Unique Processes: The firm has coined unique operational systems for how it goes about its process. We defined names for these processes and created interactive graphs. This process has become a cornerstone selling point and helps set expectations with prospects and clients.
  
• Videos: As we engaged in the website redesign, the firm wanted to bring its story to life via videos. We worked together to identify meaningful videos, write the scripts, and identify a local videographer to film. We edited the videos and polished them for the final deliverable. 

Results

‍After the firm launched its beautiful new website, we started to see the traffic increase. More importantly, the positioning was helping to attract the right kind of client. The website aligns with the firm’s energy and sales process; it is one step along prospects’ journeys to help attract and close new business. It’s been fun to see the growth, with the website speaking to prospects, and for other collateral pieces to spin out of the website project. 

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“Thank you for your wonderful work! It has exceeded my expectations."
– PRESIDENT

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