Fi3 Family Office: Brand in Action

Key Services:
Brand analysis and plan for improvement.
Pitch deck design and copywriting.
Website design, copywriting, and user experience analysis.
Email marketing design, distribution, and reporting.
Cohesive content system that aligns presentation materials, website, newsletter and social media.
 
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The Challenge 

Fi3 Financial Advisors is an independent, “fee-only” RIA and multi-family office. The Fi3 team serves as a fiduciary, providing financial planning and investment management services to high net worth families, acting as the Family CFO. Fi3 needed to put its existing brand in action. Specifically, it needed to use that brand to communicate more effectively with clients and prospects.

Fi3 also needed an avenue to offer services to ultra high net worth families. The firm came to us to help launch Fi3 Family Office.

KSGilmore Consulting LLC was initially engaged to put the existing Fi3 Financial Advisors brand into action, and to align the marketing and business development efforts. The firm had invested in a professionally designed logo, yet it did not have the tools in place to bring the brand to life. The KSG team came in and put a fresh look and feel on the Fi3 pitch deck, designed custom graphics to tell the story of the Family CFO model, and created icons to visualize each type of Fi3 client. We created new messaging to align marketing with business development and prepared new bios for each team member. From there, we put a cohesive brand in action by aligning the pitch deck with the website, created a corresponding enewsletter, and branded LinkedIn profiles for the Fi3 team.

 

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PROJECT ARC


Idea

Fi3 needed to put a brand into action. We recommended fresh content to align marketing with business development and custom imagery to better tell the Fi3 story. We continued this work through the launch of Fi3 Family Office.


Plan

We helped align the marketing and business development messages through on-site brand discovery sessions with the Fi3 partners. These findings helped to guide us through the implementation of our plan for a new deck, refreshed website, and email marketing tool.


Implementation

We developed the brand in action by starting with the firm’s pitch deck. Using this material as a testing ground, we were able to gather feedback and iterate toward a final version that we would then deploy across the website, e-newsletter, social media, and other collateral.

 
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 To support Fi3’s services for ultra high net worth families, we helped them launch Fi3 Family Office. This offering was created as a service line, so that we can gather feedback from clients and stakeholders on the service, as a potential evolution of Fi3 as a whole.

 
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For more information about our RIA brand development services, please contact us.