Coriander Financial Group
INDUSTRY: Financial Planning
BRAND ATTRIBUTES: Light, fresh, professional, inviting, empathetic, knowledgeable
MOTIVATION FOR PROJECT: Increased traffic and visibility for the brand and a packed client load.
WHAT WE DID: We created a brand strategy, refined the brand visuals, and launched a strategic, story-led financial planner website in Squarespace.
One year into running her own wealth management firm, Charlie worried the website she’d built herself was expecting too much heavy-lifting from prospective clients. She wanted to more immediately draw people in, give them ways to learn more about her services, and make it easier for them to book a consultation.
We started with brand clarity before design. We created a brand strategy that outlined the target audience that would bring Charlie more of her preferred and high net worth clients.
BRAND CLARITY SESSION
MESSAGING GUIDELINES
BRAND STRATEGY
WEBSITE DESIGN
SQUARESPACE WEBSITE
WEBSITE COPYWRITING
“I had so much fun with Allie redesigning my website. A project that gave me anxiety just thinking about it was easy with Allie’s expertise and guidance. She made this such an organized and delightful experience.”
— Charlie, Founder of Coriander Financial Group
After relaunching her website, Charlie had a digital home that started converting good-fit prospects without any heavy lift. The new, story-led site makes it easier for visitors to quickly understand who Charlie helps, how she works, and how to take the next step.
Since launch, the website has given Charlie real momentum and confidence. It’s already driving increased visibility in search and attracting aligned, high-quality prospects, showing how brand clarity and strategy laid the foundation for long-term growth.
“I have been a CFP® practitioner for 6 years, a CPA for 15 years and I operate an independent RIA firm – so I am used to problem solving for myself and for my clients! When it came to my website, I knew it wasn’t doing everything it could for me but I didn’t have time to learn how to make it easy for prospects or new clients to navigate. I thought I could learn from Allie and then execute it myself but after my Brand Clarity Session and receiving my multi-page Brand Clarity Strategy packet (within 3 days!), I was blown away by Allie’s knowledge and expertise and I asked for her help actually updating my website. She clearly knows what she is doing!”
— Charlie, Founder of Coriander Financial Group
“I’m so proud of the website Allie built for me and I want to share it with everyone! I’ve already had a good-fit prospect contact me because he found me not through a Google search, but with a more detailed AI search. I’m forever grateful and would highly recommend working with Growth Story for all things Brand Strategy and Marketing. I know I will!”
— Charlie, Founder of Coriander Financial Group
Ready to start attracting more aligned clients?
Let’s connect on a free 30-minute call to discuss your business and goals. I’ll share an overview of my process and answer any questions you may have. If it’s a good fit and we both want to move forward, the next step is to book a Brand Clarity Session.
Learn about branding a financial services group on our blog
