StoryBrand for Financial Advisors and Wealth Managers
People turn to financial advisors like Kinetic Wealth to invest their assets and protect their wealth using a long-term, disciplined approach.
Financial Advisors like Kinetic Wealth help people clarify their life goals with a plan to consistently make smart financial decisions over time and gain financial confidence to live a life of significance. Visit Kinetic Wealth
Changing people’s lives and financial future
Aespire was instrumental in the rebranding and messaging for Kinetic Wealth. Aespire approached the efforts through a consultative, creative process which helped simplify and clarify the branding of the firm, including our message and website.
Kinetic Wealth Logo
Kinetic Wealth Website Previews
Kinetic Wealth Website Three- Step Plan
The Business Case
Financial Management is Confusing for Most People
Before working with Kinetic Wealth, people are confused and unsure about their financial plan, position, and future.
Richard Packer commented, “I got into this business after hearing people discuss finances when I was in college. I realized people don't have a plan or knowledge to make good decisions along the way and I decided to make a difference.”
Without a trusted advisor, people wonder where they are with their financial future because their current team of advisors is not on the same page.
That's just wrong!
Brand Strategy:
Kinetic Wealth Helps People Make Smart Financial Decisions
When people have money to invest and assets to manage, they want to know somebody is looking out for them, coaching them throughout good and bad times and markets so they don’t make wrong decisions.
Kinetic Wealth wants people to be confident that their financial plan gives them the direction they need to make smart decisions.
Outcomes:
The Financial Guide Every Person Needs
Kinetic Wealth is positioned as a trusted advisor that helps people clarify their life goals and consistently make smart financial decisions over time with a plan to achieve financial security and live a life of significance.
After working with Kinetic Wealth, people are confident with their financial plan, position, and future.
Brand Name Differentiates from Independent Advisors
Empowered with Clear Messaging
Positioned for Future Growth and Acquisitions
The StoryBrand framework helps create clear differentiation
Many people are overwhelmed by the ever-changing landscape of investment options, tax laws, insurance choices, and financial planning decisions they have to make to secure their financial future.
Our new identity and brand messaging give me more confidence in sharing how I help people solve this problem.”
Do you feel powerless because you’re competing against deep-pocketed competitors? Call today to design a strategy to capture demand, create new customers, and grow your business.
Aespire Branding
North Ridgeville, OH 44039
Phone: (440) 322-5142
Contact Aespire
Aespire is a Woman-Owned Small Business Enterprise (WBE)
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