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The Starting Point

Absolute Wealth Management was established in 2006 by two experienced, independent Financial Advisors; Pete McBride and Simon Harnaman. Between them, they had developed a loyal client base, to whom they provided financial advice and wealth management services.
 
In 2017 they asked ie to review all their marketing communications since they wanted to increase new business enquiries and improve client referrals. 
 


The Intelligent Approach

Our in-depth Discovery Process helped deliver valuable insights into Absolute Wealth Management’s business; where they sit within their market place, who their ideal customers are - and exactly what they want from their Financial Advisor.
 
This intelligence enabled us to develop a new, more striking brand to help Absolute Wealth Management stand out in a crowded market place and appeal more readily to their ideal client. The process also informed their core messaging, which is now fully aligned with their client’s needs and clearly demonstrates how they add value.

The Results

Before the rebrand very few new clients came into their offices to ask for financial advice. Since rebranding, and redesigning their shop front, the number of new client walk-ins has significantly increased. Moreover the people who do walk in to enquire tend to be the ideal profile, increasing the likelihood of them becoming a valued long-term client.
 
Targeted marketing is helping raise profile and increase enquiries and their new website is also generating regular new business leads. In addition to this, they have seen an increase in the number of recommendations and referrals that they receive from existing clients' friends and family members.
 

Managing Director Simon Harnaman said,“Undergoing ie’s Discovery Process helped us to focus on who are core clients are and what their specific needs are. As a result we have tailored the website specifically for this market by identifying common themes and seen a substantial rise in internet enquiries.”

I have enjoyed working with the ie team. They take a very structured, consultative and forward-thinking approach, which helped make the planning, design and build as quick and easy as possible. I am delighted and proud of what we have achieved together!

Nicola McGing, Business Development and Communications Manager, BDIA

 

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