Heartland Financial Advisor
Objectives
Build a brand that positions Heartland as a trusted Financial Advisor and expert in helping clients plan and reach their financial goals.
Implement the new brand and messaging through all marketing and communication materials to increase awareness and lead generation.
Create business materials that are clear, concise, and professional to improve client experience and retention.
Deliverables
Logo and Tagline
Brand "Big Idea"
Stationary
Communication Strategy and Management
Website Design and Development
Digital and Print Marketing Collateral
Event Planning and Management
Table and Event Materials
Icon Development
Business Documents, Presentations,
and Proposals
Results
The new brand and marketing materials positioned Heartland as an expert in their field who is established and trusted in the financial sector and by their clients resulting in an increase in lead generation.
The communication strategy and presentation toolkits increased internal efficiency and improved communication to clients resulting in high client retention.
Brand Messaging:
Heartland Financial Advisor provides a full spectrum of financial advice and service. They help their clients develop an appropriate strategy today—with the flexibility to adjust as their life and circumstances evolve tomorrow.
