CASE STUDY
CooperDavis Financial Group
CooperDavis provides boutique-level wealth management services for “the millionaire next door.” Almost all of their new customers come from referrals. They don’t want more customers; they want a limited number of ideal customers. However, their website was outdated and didn’t represent their level of expertise. We clarified their message and launched a new site so referral visitors were impressed and reached out to schedule a consult!
Project Goals:
- Have a website they’re proud to have people visit
- Communicate online in a way that connects with their ideal clients
- Show their commitment to long-term relationships by using custom photography
Messaging & Marketing Tools We Used
Clear Company Message
We started by making sure CooperDavis was using clear language to demonstrate their expertise and create trust.
Website
We rewrote and redesigned their site to appeal to their ideal client. We arranged for an on-site photo shoot with actual advisors and clients.
Custom Photography
For a company that is built on personal relationships and trust, CooperDavis wanted to use actual images of their advisors, office, and clients. When referrals are their primary source for leads, seeing “your friends” on the company’s website is really powerful.
The Results
We wanted to update our website in order to better represent our company online. We were delighted by Guide MKTG’s incredible listening skills. This translated into beautiful verbiage and clear communication on our new website about who we are and the services we provide to our clients.
You should never be embarrassed by your website.
Let’s use clear language, current images, and a clear call to action so the people you send to your site are excited to work with you.
StoryBrand can help!
CooperDavis’ messaging and web strategy is based on StoryBrand principles. StoryBrand is a 7-part marketing framework that has helped thousands of companies communicate clearly with their customers so their businesses grow. We are certified in this model and use it to create marketing that gets impressive results for our clients of all sizes and types. Ask us about it when you schedule a call.