CASE STUDY #4

The wealth managers as silent superheroes

“It was a good brainstorming session… everyone’s busy and finding the time for someone to pry our thoughts from our mind. I haven’t done an exercise like this since college”

The visioning process put the executive team into the spotlight as courageous trailblazers in the industry. The story of their hard work and the perseverance that underpinned the breakthrough success of the company was not being shared with the world.


The wealth managers as silent superheroes

“It was a good brainstorming session… everyone’s busy and finding the time for someone to pry our thoughts from our mind. I haven’t done an exercise like this since college”

The visioning process put the executive team into the spotlight as courageous trailblazers in the industry. The story of their hard work and the perseverance that underpinned the breakthrough success of the company was not being shared with the world.



WHAT WE UNCOVERED

Our dream-catching revealed that the client was going to lead a shift in the financial services industry from products being pushed downstream, to disruptive technology empowering advisors to pull from upstream.

Their current brand expression didn’t reflect this controversial and maverick approach.

Their current expression didn’t convey the deep commitment to supporting a network of partner-advisors built on trusted, personal relationships.


WHAT WE UNCOVERED

Our dream-catching revealed that the client was going to lead a shift in the financial services industry from products being pushed downstream, to disruptive technology empowering advisors to pull from upstream.

Their current brand expression didn’t reflect this controversial and maverick approach.

Their current expression didn’t convey the deep commitment to supporting a network of partner-advisors built on trusted, personal relationships.

PRESENT CLIENT CHALLENGE

The clients run a unique, well-established business with a proven track record and an experienced, highly dedicated team embodying a grassroots culture.

Building on this foundation, the client was planning to add a third division: a B2C retail service.

The challenge was to manage all three very different divisions under a unified brand umbrella but still stand out in a traditionally conservative and status quo industry.

MEET THE CLIENT

SIA Wealth Management was founded in 2000 and has achieved “unicorn” status in the industry having launched their own mutual funds. The same hard working, highly qualified but humble team also launched a powerful subscriber-based online service in 2007 (SIACharts) that supports independent financial advisors.


PRESENT CLIENT CHALLENGE

The clients run a unique, well-established business with a proven track record and an experienced, highly dedicated team embodying a grassroots culture.

Building on this foundation, the client was planning to add a third division: a B2C retail service.

The challenge was to manage all three very different divisions under a unified brand umbrella but still stand out in a traditionally conservative and status quo industry.

MEET THE CLIENT

SIA Wealth Management was founded in 2000 and has achieved “unicorn” status in the industry having launched their own mutual funds. The same hard working, highly qualified but humble team also launched a powerful subscriber-based online service in 2007 (SIACharts) that supports independent financial advisors.



HOW DID WE DO THIS?

We call it a Feed ‘n’ Seed because we feed you and plant the seeds for the future. While we’re enjoying lunch and getting to know each other, we take you on a journey, ten years into the future, to dig deep and uncover the truth. We guide you through a unique vision-questing and dream-catching process for the
direction of your business. We start every client engagement in this way because it works.

WHAT WILL IT DO FOR ME?

The Feed ‘n’ Seed explores what’s possible for you, your team and your business. We harness the raw power of a nonrenewable resource: objectivity. Our process uncovers hidden opportunities and creates a powerful alignment between what you are currently doing and what you would like to see happen for the future, setting the tone for future brand development and marketing efforts.

You’ll receive The Burst, which captures the essence of your future vision. The Burst points to any gaps, identifies what’s missing and provides a glimpse of what you see is possible for the future. Utilize The Burst is yours to keep. It is an invaluable reference for building a full Discovery Session, but it stands on its own as our gift to you and our investment in our relationship.


HOW DID WE DO THIS?

We call it a Feed ‘n’ Seed because we feed you and plant the seeds for the future. While we’re enjoying lunch and getting to know each other, we take you on a journey, ten years into the future, to dig deep and uncover the truth. We guide you through a unique vision-questing and dream-catching process for the direction of your business. We start every client engagement in this way because it works.

WHAT WILL IT DO FOR ME?

The Feed ‘n’ Seed explores what’s possible for you, your team and your business. We harness the raw power of a nonrenewable resource: objectivity. Our process uncovers hidden opportunities and creates a powerful alignment between what you are currently doing and what you would like to see happen for the future, setting the tone for future brand development and marketing efforts.

You’ll receive The Burst, which captures the essence of your future vision. The Burst points to any gaps, identifies what’s missing and provides a glimpse of what you see is possible for the future. Utilize The Burst is yours to keep. It is an invaluable reference for building a full Discovery Session, but it stands on its own as our gift to you and our investment in our relationship.