Polaris Wealth Advisors, a leading west coast investment management and financial planning firm, was looking to reinvigorate their brand identity and marketing materials across digital and traditional channels. They were also wanting to establish best practices for integrating their marketing efforts and existing client communications with their CRM system.
TE+A worked closely with the leadership of Polaris to develop a new look + feel for their corporate website and all client and prospect communication materials and videos. Additionally, TE+A created a digital publication library featuring pageturn technology and established an ongoing email lead gen and nurturing strategy.
In late 2015, Polaris Wealth Advisors merged with Greystone Financial Group, a Detroit based wealth management group. TE+A worked closely with the leadership of the two firms to rename, brand, launch and promote the new firm as Polaris Greystone Financial Group across all client touch points. Special attention was given to the need for business continuity across both firm’s existing client base and prospecting efforts.
TE+A provides ongoing marketing services for Polaris Greystone Financial Group across email, pr, webinars, podcasts, presentations and branding initiatives.