Case Study:
ABZ Financial Planning
Messaging Strategy & Web Copy
Visual Identity
Website Design
Not all Financial Planners are created equal. And Jason Flynn does things differently. His "Advice Only" approach requires a little demystification. A little "'splainin." And his highly empathetic, human-first nature is what makes him so good at what he does. We had the huge privilege of helping him strip-down his overly-wordy, impersonal website to create something clear, professional and strategic. The icing on the cake: a polished (dare we say 100 times better) visual identity.
Jason is now properly positioned as the talented, caring professional he is. He's on the path to increase his income and his impact.
We could not have loved this project (or Jason) more.
The Problem
Outdated visuals and overly complicated messaging were getting in the way of Jason's unique offer.
He came to us overloaded and aware that his current branding was no longer a match for what he'd created at ABZ. He needed a strategy and expert partners to make sure it was done right.
ABZ was growing up, and Jason was laser focused on his next strategic move: clearer solutions for a more targeted audience.
The Solution
A polished presence that is both professional and human.
For messaging, we identified a narrative that positioned Jason as the guide in his client’s story. He sees what his clients are up against, how it's making them feel, and offers clear and simple options for getting what they need.
A fresh new visual identity sets a calm, steady tone.
Now Jason is equipped with a new logo suite, colour palette, font pairings, and a custom Brand Playbook. He's maximizing his marketing with much more ease because everything is build to work together just as hard as he does.
