Absolute Wealth Management

In 2017 Pete and Simon were ready to substantially grow their business and wanted to increase new business enquiries and client referrals.

The intelligent approach

Our in-depth Discovery Process helped identify where Absolute Wealth Management sat within their market, who their ideal customers were and exactly what they wanted from a financial advisor.

This informed the decision to create a more striking brand that would appeal more strongly to their ideal customers. It also helped us to develop Absolute Wealth Management’s core messaging to fully align with their clients’ needs and demonstrate where they added value.

The results

Following the rebrand and launch of their new website, the number of new client walk-ins increased significantly. More importantly more of the people making new enquiries fitted the profile as ideal customers who could become valued long-term clients.

They also saw an increase in the number of referrals they received from existing clients’ friends and family.